I had used QuickBooks Pro for several years, but basically just as an expensive checkbook manager. I had been paying out large sums of money to an accounting firm to produce financial statements for me that I could present to my CPA to prepare my business tax returns. I knew QuickBooks Pro should be capable of generating my financial statements, but I had no idea how get everything set up for my Assets, Inventory, Accounts Receivable, Operating Loans, etc.

A search of the Intuit website referred me to The Patria Company as a recommended QuickBooks Pro Advisor, and I have been very happy with their personalized service to my business. With frequent communication over a period of several months, they got to know my business and exactly what I wanted QuickBooks to do for me. Now I have meaningful reports, balance sheets, and income statements at the click of a mouse. In this process, their diligence in poring over my entries for the previous two years uncovered some significant accounting errors, which ultimately resulted in an amended business income tax return, and a sizeable refund for taxes overpaid on both Federal and State returns.

If you would like to get QuickBooks to do what YOU want it to do, then I would highly recommended Joshua and Bayli and their staff of professionals at The Patria Company.