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QuickBooks Services

Get Started with the Accounting and Finance Program Used by Thousands of Small- and Medium-Sized Businesses 


QuickBooks is the ideal business accounting software for small to mid-sized business owners.

You save time on bookkeeping and paperwork because many simple bookkeeping tasks are handled automatically, making it easier to run your business.

You can quickly generate the reports with the information you need.  You instantly know whether you are making money and how you are doing financially.

Your business can grow with QuickBooks. QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or plan for the future. In addition, QuickBooks will create a projected balance sheet, profit-and-loss statement, and statement of cash flows in the format recommended by the U.S. Small Business Administration.

Get Control of Your Money and Get Paid Easier


QuickBooks is designed to be flexible and adaptable to a wide range of small businesses. QuickBooks is a stable, reliable, and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software.  

You will get paid faster with QuickBooks online payments. E-mail an invoice or statement, and with QuickBooks Online Billing, your customer can quickly pay you with a credit card or bank account transfer.

With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don't have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, or American Express.

Other Services

Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers.

Tax Planning

Expert Tax Planning Gets You Prepared for Tax Seasons and Removed the Surprises from Tax Preparation

Tax Problems

If you are having problems related to the IRS or the NY Department of Finance, we can help.

CFO Services

Allow Certainty Tax Advisors to Handle Your Finances So You Can Concentrate on your Business.

Pay Bills and Track Expenses


You can pay your bills and bank online. Setup your current bank account in QuickBooks, and you're ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Instead, write checks in QuickBooks as you usually would, click a button, and your participating bank does the rest! In addition, online banking lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.


QuickBooks installation and training can take time. Training time is time taken away from managing your business. Here's a list of the services we provide during your QuickBooks setup:


  • Study and evaluate your software and accounting needs.

  • Recommend software and hardware requirements.

  • Install software, design, and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.

  • Determination of your QuickBooks starting date

  • Loading your chart of accounts and balances as of that starting date

  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges, and sales taxes.

  • Entering your outstanding accounts receivable and accounts payable details as of your starting date

  • Entering your transactions since your starting dates into QuickBooks.

Contact Certainty Tax Advisors


Take control of your finances and let Certainty Tax Advisors help you get set up.  Call us for a free consultation.

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