Accounting, Bookkeeping, & QuickBooks

Our CPA firm coaches, counsels, and teaches clients while developing customized accounting systems that balance routine bookkeeping tasks, which clients can economically perform, with tasks that our firm will complete such as preparing financial reports, income tax, payroll tax and sales tax returns. We can design an efficient set of procedures to clarify roles and responsibilities that fit the clients’ bookkeeping and reporting needs.

  • Certified QuickBooks ProAdvisor since 1996
    Chuck McGrath is a Certified QuickBooks ProAdvisor and has a unique relationship with Intuit as a trainer and consultant.  He is one of the elite few independent trainers for Intuit and presents seminars at various conferences. Chuck has worked with the QuickBooks software since the programs were first developed using a DOS platform in the early 1990s.
  • College Instructor
    Chuck has taught MBA and Undergraduate courses in accounting, budgeting and finance at the University of Phoenix. He can customize a training program for your finance and accounting staff.
  • Multiple QuickBooks Business Clients
    Chuck’s Certified Public Accounting practice prepares tax returns and helps solve QuickBooks issues for more than 150 business operations. He has helped numerous owner-operated businesses set up QuickBooks to work in their organizations and then improved their reporting and operational efficiencies.
  • Intuit’s Lacerte Tax Preparation Software User since 1999
    Chuck has used the Lacerte Tax Preparation Software since 1999.  He presented the Lacerte Annual Update Seminar to users in December 2007.
  • Payroll
    Payroll is a complicated collection of procedures and reports. We can work with third party payroll services or train client personnel to complete as much of this effort as they choose to do.