Consulting Service

At J. Zollo & Associates, Inc., we are your QuickBooks “EMT.” No, not “emergency medical technician,” although at times you might think so. “EMT” in this case is what we’ll save you: Emotion, Money & Time!

You see even seasoned bookkeepers and QuickBooks experts encounter issues, jobs and projects with which they need help or professional advice. Regulations, bookkeeping rules and best practices are often amended, updated or otherwise changed. Even the personal finances and needs of a longtime family or business can change. Life is fluid.

That’s why we can help you choose the Intuit product that’s just right for you, saving you countless hours, money and aggravation. Not all QuickBooks software and online subscriptions are alike. We’ll help you make an informed decision about the version that best fits your needs, including possible recommendations for an alternative that costs less because you’re using one that’s more complex than you need, or recommending a step up that will save you time in other areas.

File Review

Is your balance sheet or income statement a bit messy? We can analyze your QuickBook file and advise you on what needs to be changed and instruct you on how to fix it. If further cleanup or training is required, we can do that too.

Best Practices

Often times, clients ask if they are processing data efficiently. Busy professionals are always looking for ways to streamline their bookkeeping process both in the office and with data entry.  Confidentiality & security is absolutely necessary these days, but not always convenient and is quite time consuming. Time is money and we can help you design a process and procedure specific to your needs while maintaining the integrity your data.