QuickBooks Consulting

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 including the Advanced QuickBooks ProAdvisor accreditation.

Yeo & Yeo has several CPAs with the Certified QuickBooks ProAdvisor accreditation throughout our office locations in Michigan. Our team of professionals are equipped to provide fast assistance via remote access, phone or on-site support to help with the most complex QuickBooks issues.

Contact Us and we will align you with a ProAdvisor.


Hands-on Training

Our affiliate, Yeo & Yeo Computer Consulting, offers training classes in QuickBooks as well as Microsoft Excel, Word, Crystal Reports and more.

  • 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
    • 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
    • Exact Macola and Add-ons
    • Exact Synergy
    • Sage Abra Human Resource Management Suite (HRMS)
    • Crystal Reports for customized reporting needs
  • Our QuickBooks Accreditations

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

Key Contacts

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