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For CPA's

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An open letter to CPA’s and accountants.

Dear CPA, Accountant, Auditor, Bookkeeper or Tax Preparer,

Are your clients using QuickBooks to its full capabilities?  Most businesses use less than 25% of QB’s potential.  Many more QuickBooks users don’t use it correctly.  Inaccurate and untimely books cost both your clients and you time and money doing clean-up work.
My services take QuickBooks to a more productive and efficient level.  Although you or your staff may “know QuickBooks”, QuickBooks is my specialty.  I want to help with your client’s most complex troubleshooting, set-up, and reporting issues. Working by referral, or as a subcontractor, I will improve your client's use of QuickBooks, technology and reduce the non-value added tasks and redundancies for the workflow.
Looking to play a greater role as a trusted advisor to your client?  By working with Controllership Solutions to implement dashboards, you can quickly get the Key Performance Indicators (KPI’s) you need to proactively offer the value-added advisory services your clients need and are looking to you to provide.   Our objective is to give you the tools needed to help you and your clients succeed.
Please note:

  1. I do not compete with your services.
  2. I do not do data entry or bookkeeping.
  3. I do not do taxes, audits or compilations. 
  4. do make it easier for you get the quality data you need to perform these jobs.
  5. do set-ups and troubleshooting.  

Then I step-aside. (Of course, I’m always available).  Or I serve as an outsourced controller managing internal bookkeepers, handling problematic transactions, and insuring proper month and year-end reporting so a full-service solution is offered to the client.

Today, small business accounting technology continues to increase, making it difficult for one person or firm to manage.  Keeping abreast of the latest accounting software technologies is my job and passion. Intuit lists hundreds of “apps” providing solutions for specialized business needs that address growth pain points and increase efficiency and accuracy of data-entry. This stretches the capabilities of QuickBooks before an unnecessary transition to costly and complex enterprise software systems.

It is my job to be current with this technology. I am an Advanced QuickBooks ProAdvisor, hold every QuickBooks certification, was named an Insightful Accountant Top 100 ProAdvisor, attend conferences, belong to user groups, and participate in beta testing to keep up with this technology on a continual basis.  It is my philosophy that when properly selected and utilized, the right software saves time, in turn providing one of the strongest returns on investment.  Making clients feel comfortable and at ease with their finances and technology as well as the success of their business is my ultimate objective.

I look forward to working with you to achieve success for you and your clients.


Stephen M. Smith, CPA Quicken Expert & Advanced QuickBooks ProAdvisor Signature

Stephen M. Smith, CPA
Quicken Expert & Advanced QuickBooks ProAdvisor



Menu of Services:

  • Temporary Controllership and CFO for hire.
  • Training, troubleshooting and clean up of neglected accounting systems.
  • Data:
    1. Data file set up
    2. Data file troubleshooting and cleanup
    3. Data file size reduction and shrinking
    4. Data import, export, and integration
    5. Data security, internal controls, backup
  • Selecting and implementing 3rd-party add-ons
  • Upgrading from Pro/Premier to Enterprise
  • Remote access options
  • Document Management (paperless office)
  • Custom reporting and dashboards
  • Multicurrency
  • POS, Inventory, Bar-coding
  • Web stores
  • Time and Projects, Prof Billing
  • Online bill pay
  • Competitive fees for QB Merchant Services 
  • Industry solutions for professionals, construction, Healthcare, Hospitality, Distribution, Nonprofits, Real Estate, Retail, Service Contractors, and others
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QuickBooks Services

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QuickBooks Services“Owning and operating a business can be a rewarding but also stressful experience. Most entrepreneurs cite cash flow and unclear finances as major sources of aggravation, loss of time, and distractions from core competencies.“
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