Quickbooks Services
Let Us Be Your QuickBooks Experts
Did you know that if your QuickBooks is not set up accurately, you might be missing out on tax advantages? But don’t worry, that’s where the Legacy team can step in and take care of all of your QuickBooks needs including setup, cleanup, training, and more.
If you are a business owner, there’s a good chance you’re familiar with QuickBooks—the go-to bookkeeping solution for mid-sized and small businesses. There are a ton of benefits to using QuickBooks, but it can be a challenge to use correctly and many people are not taking full advantage of the possibilities.
What QuickBooks Help Do You Need?
Set Up
If you’re starting from scratch or have never used QuickBooks before, we can get everything set up properly right from the beginning. And we can give you some QuickBooks training to get you started.
Clean Up
It doesn’t matter how muddled your books have become, we’ve seen it before! Whether you are three years behind or have been tracking things incorrectly for years, we’ve helped countless people out of their QuickBooks nightmares.
Grow
We’re all about optimizing the way you use QuickBooks, helping you maximize your profitability. And again, we can provide QuickBooks training to help you utilize the program to its fullest extent.
Using QuickBooks Like A Pro
Taking advantage of our expertise allows you to focus on growing your business and we usually start by setting up a custom dashboard to help you keep track of what’s important to you. A personalized chart of accounts ensures that the framework of your QuickBooks is set up properly and this can have significant tax implications—you might be paying more taxes than is necessary.
Another area we are big on is monthly cash flow tracking—this helps you answer questions like– “How much money do I have in the bank?” “Will I have money in 3 weeks?”
Getting your budget on track plays a significant role in growing your business allowing you to know when and how to take the next step—maybe it’s buying a new piece of equipment or expanding your space.
We can also set up inventory tracking and industry benchmarks—both again help you see where you are and where you are headed. Planning for your future growth empowers you to make the right decisions for your business.
More Services for Southern Oregon Businesses
We want you to take the burden off your shoulders—let you focus on your business and rest easy knowing that we’ve got it covered.
At Legacy CPA, we’re all about helping Medford business owners make the best possible financial decisions. Not only are we passionate about getting your bookkeeping and QuickBooks on track, we also provide business consulting services that can help you take the next steps.
What our Clients are saying
Legacy CPA, specifically Brian Manthe, has been a tremendous blessing. We first met with Brian who helped us create a financial game plan using Dave Ramsey’s methods. This complimentary consultation was hugely beneficial! We implemented what he suggested and were able to purchase our first home. Brian has also done our taxes for the past two years. He is thorough, honest, and great to work with! We highly recommend Legacy CPA!
Lisa BokenkampI can’t say enough about the integrity and professionalism that Brian Manthe and the staff of Legacy CPA has shown towards me and my business. I love that my records are maintained each month and this tax season was the easiest I have had. The staff is so responsive when I have questions and sooooo friendly! I completely trust Legacy CPA for all of my accounting and tax needs. Peace off mind has been priceless! Thank you Brian and Legacy for all you do!
Kerrie Davis