QuickBooks Training & Support Services

Research shows that most QuickBooks users only utilize 30 to 40% of its potential.  In addition, each year new QuickBooks enhancements include dramatic improvements and breakthrough features and benefits that enable you to get more done in less time.

At Sattler & Company, we can help you with any QuickBooks accounting or payroll assistance you may need.  Whether you use QuickBooks Basic, Pro, Industry Solutions Premier, Enterprise Edition or QuickBooks online, we can help you increase your productivity. 

We will work with you so you have accurate and timely financial information at your fingertips.  We know every business is unique and has specific needs - we can help.

QuickBooks Installation & Setup

We offer professional QuickBooks installation and setup services.  We will come into your office and install a QuickBooks version best suited for your business.  Once QuickBooks is installed properly on your system, the setup process is ready to begin.

It is extremely important that your setup be completed accurately and in a timely manner.  There are many reasons why an accurate setup is crucial from inception:

-Business entity & industry - setup must be specific to your business

-Accounting methods - the appropriate method you use for your business

-Chart of accounts - probably the most fundamental step in setting up your books

-Ease of completing accounting tasks

-Increased productivity by spending less time managing the books, thus promoting efficiency of accounting personnel and accurate, useful management reports and financial information.

QuickBooks File Review & Data Analysis

If you already have your company setup in QuickBooks, but it is not running to your satisfaction, we will come in and see if improvements are needed.

Our Quickbooks file review & data analysis service assists companies that have the capabilities and resources to perform QuickBooks accounting and payroll tasks, nevertheless, also need a professional to review transactions, accounts, reconciliations and reports.

Regularly scheduled assessment ensures that you receive information that is timely, relevant, reliable and pro active.

We inform you of any:

-Corrections - i.e. improper receivable/payable transactions

-Adjustments - i.e.depreciation

-Reclassification - i.e. proper income and expense classifications

We will propose to you any adjustments or corrections that we consider important in correctly reflecting your financial balances.  It is up to you yo approve these adjustments or corrections.

QuickBooks Support and Training

We continue to serve you through our on-going support and training, at diverse levels, depending upon your situation and needs.

Out hands on QuickBooks training at your office includes:

-Chart of Account Issues

-Journal Entries

-Receivable/Payable Concerns

-Payroll Instruction

-Aging Reports

-Financial Reports

-Other issues personalized for your specific company's needs.

For ease of supporting you efficiently, we have several options to assist your QuickBooks data file transfers to and from our office, as well as remote access to operate your computer files and applications.


100 Crossways Park West, Suite 100,
Woodbury, NY 11797
Telephone: (516) 364-9393
Fax: (516) 677-9537