QuickBooks Help & Training

Looking for QuickBooks Help from a Certified QuickBooks ProAdvisor?
Simplify Your Business Finances

As a CPA led business and tax advisory firm, we are experts in tax reduction strategies and helping you manage and analyze your business finances. We do this by getting to know you, your goals and your business. One of our main ways to help you is to organize your finances. When your information is organized properly, we can help you make better decisions, maximize deductions and pay less taxes.


What Is QuickBooks?

QuickBooks is a comprehensive accounting software designed to streamline your business’s financial management. From tracking income and expenses, invoicing customers, paying bills, generating reports for planning, filing taxes, and more, QuickBooks brings all your financial data into one place.


Why QuickBooks Matters for Your Business

When set up and used correctly, QuickBooks can be invaluable for your business. It can provide you with insights into your business financial health, helping you make informed decisions. It simplifies tax time as we’ll already have access to your accounting and can help you throughout the year to reduce your taxes and make better tax and financial decisions.

QuickBooks can also help streamline your workflow, such as invoicing your clients, help you get paid faster and keeping an eye on who owes you money and to whom you owe money. This frees up your time so you can focus on other essential aspects of your business.


Our QuickBooks Services

Our team can help you in the following areas of bookkeeping and QuickBooks setup:

QuickBooks Setup
Setting up QuickBooks correctly is crucial for accurate financial tracking and reporting. If it’s setup incorrectly, you’re going to use it incorrectly. Our team of Certified QuickBooks ProAdvisors will ensure that your system is tailored to your specific business needs. We’ll help set up your chart of accounts, customize invoices, and more so you can start off on the right foot.

QuickBooks Training
Not quite sure how to make the most of QuickBooks? No problem! Our QuickBooks training services are designed to equip you with the knowledge and skills you need to navigate the software effectively. We’ll guide you through every feature, from basic functions to advanced financial reporting.

QuickBooks Oversight and Bookkeeping
If you prefer to manage your books yourself, we can provide quarterly oversight. That way you get a professional eye to ensure bookkeeping accuracy. We’ll review your transactions, reconciliations, income statement and balance sheets accounts, providing feedback and corrections when necessary.

On the other hand, if you’re at the point where you want to focus on your business and leave the number crunching to us, our comprehensive bookkeeping service may be right for you. We can manage your QuickBooks, keep your accounting up-to-date, and provide financial reports, giving you peace of mind and more time to focus on your business growth.


Let’s Simplify Your Business Finances

QuickBooks is more than just accounting software; it’s a tool that, when used properly, can drive your business forward. We can help you correctly utilize the power of QuickBooks which in turn works together with our financial and tax projections to that we can maximize your tax reduction strategies.

QuickBooks Setup

We've taught hundreds of business owners how to use QuickBooks more effectively. We will clean up your chart of accounts and customize it for your industry. Financial reports a mess? We can help!

Training & Support

We provide ongoing check-in and maintenance so that you don't fall behind. We can also provide a customized package of bookkeeping services.

Financial Meetings

Ever feel like you need a CFO to bounce ideas off of and help you understand your financial reports? We can provide ongoing advice to help you be more profitable and grow your business.

“Simon Hase has taught me how to use QuickBooks to measure

my business performance and has implemented a tax mitigation strategy…

He is reliable, smart and well prepared. I have been very impressed by his work.”

Chris A.

Start getting organized today.

Free Consultation


Kaufmann Advisors is a California based accounting firm with offices in San Francisco and Los Angeles.
We specialize in working with US-based and international businesses.
Our CPAs and accountants can help you with your bookkeeping, tax planning and tax preparation needs.
We can help you setup your QuickBooks and customize your chart of accounts so you can better understand your business performance.

Kaufmann Advisors
580 California Street, Suite 1200
San Francisco, CA 94104
(415) 746-9290
Kaufmann Advisors
601 S Figueroa St #4050
Los Angeles, CA 90017
(213) 725-9077