QuickBooks Services

Making Things Easy
“Hassle Free” Setup
Training for You and Your Staff
Reset Your QuickBooks

Making Things Easy

Save time and money with QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. QuickBooks has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, QuickBooks handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows.

Benefits include…

Save time by dealing with common tasks automatically.

Generate and customize reports with ease.

Easily customize and adapt your setup so that it will work the way you need it to work for your business.

Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.

Manage invoicing and payments online — No more check-in-the-mail syndrome.

Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.

Pay bills online by setting up your current bank account in QuickBooks. Write checks in QB, click a button, and your financial institution does the rest.

“Hassle-Free” Setup

Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QuickBooks for your business, you won’t lose any time on installation and setup of the system.

We will…

Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.

Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.

Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.

Enter any transactions as of your start date into the QuickBooks system.

Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.

Follow-up training to make sure the system is working seamlessly for your business.

Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Training for You and Your Staff

The quick and simple “fix” to any potential QuickBooks problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience.

No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operation and efficiency of your particular business.

Our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately.

Reset Your QuickBooks

Does your bookkeeping need a little housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our “reset” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Let Us Help:

EXCELLENT

Based on 920 reviews

Anurag Arora

Excellent experience working with my CPA. They are very responsive, always available to explain questions, and have great expertise with complex tax matters like ESPP, RSUs, and wash sales. I appreciate their attention to detail and ability to make complicated topics easy to understand.

Dinesh Babu Thirukondan Gnaneswaran

Sanjay Tax Pro is very knowledgeable, each and every documents are reviewed carefully and many details requested from the client for filing right Tax return.

Anant Kumar

Sanjay has been doing my taxes for 3 years now. He is very knowledgeable and great at tax planning. He makes the tax process simple and helps me save money. Highly recommended!

A N

Sanjay Taxpro has done wonders for my tax returns. They opened up possibilities I never even imagined while filing with TurboTax. This firm goes far beyond basic tax preparation — they focus on legally and ethically minimizing my tax liability while ensuring full compliance. Whether it’s pre-IPO planning, investment optimization, or real estate cost segregation strategies, they serve as a true one-stop solution. Their team responds quickly and is always easily accessible, making the entire process smooth and stress-free. I highly recommend Sanjay Taxpro to anyone looking for expert, proactive tax guidance.

Shankar Govindaraju

I have leaned on Sanjay on multiple occasions for some special cases handling from a compliance and IRS filings perspective. Sanjay has always been thorough and meticulous in doing these for me. Along the way he has been patient and responsive to my questions, and thanks to him I am more informed. Navigating US and India tax laws is non-trivial and Sanjay is helping fulfill the knowledge gaps that many of us have here. I would wholeheartedly recommend Sanjay Taxpro to others.

akshay shenoy

I’ve been working with Sanjay for the past couple of tax seasons, and the experience has been consistently smooth. He’s responsive, knowledgeable, and takes the time to answer questions clearly, especially when dealing with more complex situations. The filing process is organized and straightforward, and communication throughout has been reliable

ravi m

I have done tax filing with Sanjay Tax Services for the first time. They are one stop solution for all our tax questions and responds quickly and timely.

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