Proactive Perspectives. Proactive Perspectives.

QuickBooks Consulting

Utilizing QuickBooks to its fullest potential can increase productivity, generate more complete income and expense information and provide much more useful information for strategic decision-making during the year.

Many QuickBooks customers say their experience with QuickBooks is better when they work closely with a QuickBooks expert. Yeo & Yeo’s CPAs have in-depth knowledge of even the earliest versions of QuickBooks and have worked with all of the QuickBooks product types. The members of our Client Accounting Software team have received several of Intuit’s official Certified QuickBooks ProAdvisor accreditations inlcuding the Advanced QuickBooks ProAdvisor accreditation.


QuickBooks Tips & Tricks 

QuickBooks Tips & Tricks is a newsletter posted monthly that features instructional articles to help you get the most from your accounting sofware.  Read current and past issues.

Online and Hands-on Training

Affiliate, Yeo & Yeo Computer Consulting, offers training classes in QuickBooks as well as Microsoft Excel, Word, Crystal Reports and more. View online class schedules.

QuickBooks Tools and Useful Links

Additional QuickBooks tools and helpful links are available in our Resource section.

Services to Fit Your Needs

Yeo & Yeo’s CPAs and QuickBooks ProAdvisors offer support tailored to your business needs. In many cases, our ProAdvisors can use remote access to immediately review your file and address your issue, no matter where you are located.

  • Assistance finding the right software solution
  • Third-party integrated applications
  • Online demos
  • Software implementation and integration
  • Version upgrades
  • Setup and customization of company file
  • Data conversion
  • Accounting and business consulting services
  • Ongoing service and support
  • Remote assistance
  • YeoFinancial (a specialized financial reporting tool for QuickBooks)

Training & Technology

With the support of our affiliate, Yeo & Yeo Computer Consulting, we are able to offer a complete IT solution.

  • Online, hands-on, one-on-one, group and customized training in QuickBooks, Excel and more
  • Hardware & software procurement and implementation
  • Network solutions & IT security
  • Managed services
  • Cloud solutions
  • Remote access
  • Report customization & custom programming

Other Supported Software

In addition to QuickBooks, our professionals also support several other accounting, human resource and business management software solutions including:

  • Client Bookkeeping Solutions (CBS)
  • Creative Solutions
  • Peachtree
  • Exact Macola, eSynergy, Payroll and more
  • Sage Abra Human Resource Management Suite (HRMS)
  • Crystal Reports for customized reporting needs

Our QuickBook Accreditations

  • Certified QuickBooks ProAdvisors
  • Advanced QuickBooks ProAdvisors
  • Certified Enterprise ProAdvisors
  • Certified Point of Sale ProAdvisors
  • Member of Intuit Reseller Program






Key Contacts

Tara Stensrud   Alma
James Edwards   Ann Arbor
Jennifer Tobias   Kalamazoo
Karla Oldenburg   Midland
Brad Booms   Midland
Rachel Van Slembrouck   Saginaw
Financial Services, Inc. Affiliated Medical Billing, LLC Computer Consulting, LLC