QuickBooks Consulting

Become more profitable through better financial software management.

QuickBooks is an extremely powerful accounting software product with capabilities that can assist you in making your business run more smoothly and efficiently. Utilizing the features to their 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.

Yeo & Yeo CPAs have in-depth knowledge of even the earliest versions of QuickBooks and have worked with all of the QuickBooks product types. Additionally, the members of our Client Accounting Software team have received several of Intuit’s official Certified QuickBooks ProAdvisor accreditations.  

Services to Fit Your Needs

Yeo & Yeo’s Certified Public Accountants, Certified QuickBooks ProAdvisors and trained professionals offer the personalized and professional services growing businesses need.

• Assistance finding the right software solution
• Third-party integrated applications
• Online demos
• Software implementation and integration
• Setup and customization of company file
• Data conversion
• Accounting and business consulting services
• Ongoing service and support
• Remote assistance

Training & Technology

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

• Hands-on, one-on-one, group and customized training
• Hardware & software procurement and implementation
• Network solutions & IT security
• Managed services
• Remote access
• Report customization & custom programming

Member of the Intuit Solution Provider Program

Yeo & Yeo is a member of Intuit’s Solution Provider program (ISP). ISP membership is limited to companies with QuickBooks Enterprise Certified ProAdvisors, significant experience in assisting mid-market clients with their accounting and business management needs and dedication to customer satisfaction. 

Other Supported Software

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

• Client Bookkeeping Solutions (CBS)
• Creative Solutions
• Peachtree
• Exact Macola
• Abra Human Resource Management Suite (HRMS)
• Crystal Reports for customized reporting needs