Creative Financial Software

Services for CPA Firms

Training. Joe Woodard has personally trained over 15,000 accounting professionals to better support their clients who use QuickBooks. You can draw from this extensive experience and from hundreds of pages of QuickBooks technical material authored or co-authored by Joe Woodard to provide customized group training for your firm. We provide NASBA certified CPE hours upon request. Depending on the number of professionals you train, many firms find the cost for this customized training to be much less per credit hour than sending employees to public seminars. Contact our office for a list of QuickBooks training topics and pricing information.
Mentorship Services. If you are interested in offering QuickBooks consulting in your firm, we will provide practical guidance and experience for your professionals, optionally including them as observers as we work with small businesses that use QuickBooks.
Third-Tier Support. Many CPA firms throughout the country enroll in our remote support plans. By doing so, we are available to provide behind-the-scenes QuickBooks support for you as you support your clients.

2009 QuickBooks
Conference for Intuit Advisors

Creative Financial Software will host a highly-advanced QuickBooks training conference in Atlanta Georgia starting in 2009. This conference is targeted to accounting professionals with clients that use QuickBooks and Intuit Solution Providers.
Click here for more information.

Why Outsource QuickBooks Consulting with Creative Financial Software?

The consultants at CFS are among the best in the nation, Advanced Certified ProAdvisors and trained and supervised by Joe Woodard. In additional to 10 years of QuickBooks support and training experience, Joe has co-authored QuickBooks end user materials published through Glencoe/McGraw-Hill as well as consultant level materials endorsed by Intuit.
CFS provides only QuickBooks services and is not interested in providing any accounting services that you may offer your clients. Our goal with the CPA partnership program is to help you to perform tax and accounting engagements more efficiently.
CFS works very closely with our CPA partners to ensure that the format of the clients’ financial statements (e.g. Chart of Accounts and reporting formats) facilitate year end financial statement and tax return preparation. This includes helping your clients to maintain a standardized Chart of Accounts, if desired, for regular import into tax preparation and trial balance software.
CFS conducts its own marketing to small businesses that use QuickBooks. As we form relationships with these small businesses we find that many of them are either not content with their current CPA or are currently unsupported by a CPA. Since we perform only QuickBooks support services, we refer all other engagements like tax, audit, financial planning, income tax planning and business consulting services to our CPA partners.
CFS provides support to mid-market businesses on warehouse management, sales force management, web-store hosting and dispatching.

Why Outsource QuickBooks Consulting?

Your clients need year-round QuickBooks support, making it difficult to provide consistent service during the busyness of tax season.
Not providing proactive QuickBooks support may lead some of your clients to pursue other CPA firms and/or tax practitioners who do provide this support.
New developments at Intuit (often targeted to specific industries require a professional who specializes in QuickBooks consulting to stay current. For example, the QuickBooks 2009 product line offers multi-currency conversion, a brand new report writer for CPA firms, and bundling/integration options for warehouse management, dispatching, Web stores, and sales force management. (Plus much more.)
Helping your clients to maintain accurate financial information in QuickBooks throughout the year will streamline your productivity on year-end engagements like financial statement preparation/presentation, assurance services, and tax return preparation.
QuickBooks consulting requires a tremendous amount of field time, increasing administrative and travel expenses for your firm.
Empowering clients in the use of QuickBooks will increase their knowledge of bookkeeping and their respect for management reports. This will, in turn, lead to a greater appreciate for CPA support services and new opportunities to service your clients, like financial analysis and business consulting services.

Resources for Accounting Professionals

All off the experts at Creative Financial Software are accounting professionals and we all worked at some point as associates in CPA firms. As a result we have extensive experience with tax return preparation and with compilation, review and audit services.

None of the professionals at Creative Financial Software is a CPA.

So...we have an intricate understanding of both QuickBooks and your firm - but unless your firm offers QuickBooks consulting services, we do not complete with you in any way.

And...even if you do offer QuickBooks consulting, consider that we might be able to leverage our extensive experience and unique relationship with Intuit to do so even better or we can offer mid-market solutions (e.g. warehouse management) to your larger clients.

The real question is: How can you benefit from our QuickBooks consulting expertise?