Services for QuickBooks®

DMS Certified ProAdvisors provide implementation, training and support services to small businesses across the QuickBooks® family of online, desktop, and mobile products.

QuickBooks® accounting software, developed and marketed by Intuit Inc., is a powerful financial tool used by many small and medium-sized businesses. Whether you choose to implement QuickBooks Online or QuickBooks Desktop, this powerful tool will help manage your customers, vendors, inventory, sales & income, bills & expenses, and much more.

Consulting Services

Setup & Implementation of QuickBooks. Your DMS QuickBooks ProAdvisor can provide setup and implementation services including, but not limited to: establishing a chart of accounts, setting up customers & vendors, connecting QuickBooks to your bank and credit card accounts, customizing forms and templates, and more – everything needed to get your business off to a good start with QuickBooks.

Training for QuickBooks. As experienced QuickBooks® consultants, DMS ProAdvisors and Accounting Managers offer ongoing training and support and provide guidance on QuickBooks accounting and bookkeeping functions and reporting requirements that are necessary for the day-to-day running of the business. If your business is too young to hire an experienced QuickBooks bookkeeper, DMS offers both accounting services and bookkeeping services to our clients.

Specialized/One-Time Projects. Adding the QuickBooks Project Profitability (job costing) module? Inventory Tracking? Employee Time Tracking? Contact DMS for assistance with implementing any new feature or QuickBooks module as your business grows and your QuickBooks accounting needs become more sophisticated.

Check out our blog “Six Reasons to Work with a QuickBooks ProAdvisor“.


"After two years of managing the books on our own, we hired Maria Angotti to set up the QuickBooks account properly. After quickly understanding our business and needs, she set up and educated us on the chart of accounts, reports and monthly feeds for easier reconciliation. Maria came to our office quarterly to enter transactions, which gave us a much clearer picture of profitability. We were very prepared for our first-of-the-year meeting with our tax accountant. I highly recommend Maria for your business!"

– LPO Cleveland

Have a question about our services for QuickBooks?

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