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

Help setting up your QuickBooks

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

We can help get your QuickBooks up to date

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.


Maximize your profitability with QuickBooks help.

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.

Ready to come in for an appointment?

Fill out the form below or give us a call at (541) 326-0993.

What our Clients are saying

Cianna has been extremely helpful as I went through the process of submitting our Paycheck Protection Program documentation for our business. No matter how many questions I asked, she always provided information and answers. It is very reassuring to know that she’s there! I just wanted you to know how much we appreciate her. I am not sure that we will qualify, but at least the documents have been submitted. Thank you.

A Very Satisfied Client

Legacy CPA help us put our chaotic finances into order and navigate successfully through two big family transitions. Brian and the entire team at Legacy have been a pleasure to work with.

Mark Loewenstein

We provide accounting services for individuals and businesses in Medford, Ashland, Jacksonville, White City, Phoenix, Talent, Central Point and Eagle Point.