What Our Clients Say About Us..."
“Jeff does an outstanding job managing my books, but more importantly, I rely on him to work with several of my contractor clients, whom he provides very valuable, results-focused services. He not only provides useful data, but helps small business owners interpret the data to run their businesses better. If you are looking for a business-minded accountant to help guide you to a more profitable and sellable business with better business practices, hire Jeff
— Jonathan Goldhill, CEO, The Growth Coach.
“Jeff made payroll so easy! I was doing payroll manually in Excel which was a hassle and error prone. Jeff came and installed QuickBooks and got it all set-up and ready to go with my old Quicken data. He provided great training and excellent follow-up to make sure things were still going well. I highly recommend his services.”
— Dr. Sarah S. Strain, DC, Strain Chiropractic Clinic.
“I was in over my head when I contacted Jeff. Not only did he help me fix some pretty elaborate accounting problems, he patiently worked with me and provided training and guidance as I was learning a new position. Jeff is now working with our organization to provide much needed oversight, and implementing controls and best practices to protect all of us. He has repeatedly proven his character and expertise and I would gladly recommend him too.”
— Becky Krom
“Jeff’s integrity has earned my trust and he has been alert and conscientious enough to call me on several occassions to check on irregularities where prior bookkeepers (who lacked his knowledge) would have just kept on inputting the data. He is more than a bookkeeper. He is also my alert and feedback system”
— Jim Losey, Jr., CEO, WealthCare Alliance, Inc.
“Jeff is simply amazing. One phone meeting with Jeff & I was hooked. He is so very professional yet fun to talk to. He now balances my books on a monthly basis & provides a company snapshot. He has made it so easy for me to see where my business is financially.”
— Karen Miller, CEO Sacred Space Garden Design
“We hired QBPros to convert the Student Activity Fund from paper ledger books to QuickBooks after our bookkeeper retired. Jeff educated us on how to do fund accounting and documented everything in a procedure manual. He trained us using the backlog of work that had accumulated so we got caught up to date at the same time! I highly recommend Jeff & QBPros.”
— Troy L. Roach-Briggs, Business Manager, Pine Ridge High School
“Jeff is very good at what he does. He did days of research before meeting me in order to help me meet my requirements. He is always professional, and easy to work with. I would recommend Jeff to anyone needing help with QuickBooks! He knows what he is doing!”
–- Jake Merchen, Owner of Quality Property Management
“In searching for a conversion solution for QuickBooks Enterprise to Pro, I came across Jeff with QBPros. In just a few minutes, Jeff was excited to accept the challenge. Within a short period of time, 7 yrs of contacts & account info was converted to QuickBooks Pro without any problems. We recently attended our national conference where we spoke about Jeff’s professionalism and ethics being of the highest level.”
–- Kim Garland, Pilots for Christ-Wyoming
“Jeff is knowledgeable and quite experienced. I highly recommend his services, he is thorough and always has his clients best interest at the forefront”
— Josie Salazar, Co-owner of JAM Packed Entertainment
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- Makeup time in CA not overtime if certain conditions are met
- Scan Snap 1500 optimized setting for QuickBooks record keeping
- Retirement Plan required for CA Employers
- Usage limits in QBO QuickBooks Online
- DOL SIMPLE IRA Plans for small business publication
- QuickBooks Desktop – Create and manage your Payments user ID
- 2019 Retirement Plan Limitations
- Year End Center: QuickBooks Online Payroll Full Service
- SIMPLE IRA Plan
- Business Gifts Considerations
- Wells Fargo & QuickBooks Bank Feeds status update