Quickbooks Services 
We use Quickbooks software and provide training and support for our clients.
CD Tax and Financial LLC, provides our clients
with Full Service Accounting using
QuickBooks accounting software.
We are Certified QuickBooks Pro Advisors, which means we go through continuous training enabling us to utilize the software to its fullest and train our clients to do the same.
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QuickBooks Accounting Services We provide bookkeeping services tailored to fit each client’s specific needs. We work individually with each client to ensure they receive the best, maximum, individual service. Services include |
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QuickBooks Accounting Setup and QuickBooks Training This service is valuable for new or existing businesses.
You may come alone or bring in as many employees that you would like to be trained for your company. Learn QB software and how to maximize its benefits for your company’s needs. These sessions start at one hour in length and can be lengthened, designed especially for your business. This also includes two months of support via email, phone or online connection for anything covered in the training. |
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Client Entered - QuickBooks Review For our clients that like doing their own bookkeeping, we can review their file on a monthly or quarterly basis. During this review we will analyze the accounting logic and data entry for accuracy. Additionally, we will perform period end accounting, reconciling bank accounts and credit card statements, preparation of sales tax (TPT) reports (if needed), preparation of payroll taxes (if needed) and present you with a Financial Report. These reports, along with business tax returns, can be taken to a bank for financing if necessary. This service is streamlined according to each client’s business needs. |
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We are happy to include other services your personal situation may require. The above services are packaged according to individual client needs.
We provide a free consultation to determine what services your business may require.










