Certified QuickBooks ProAdvisor, Strategy - Wagner Management Advisory Services William L. Wagner
CGA, MBA, MA

Certified QuickBooks
ProAdvisor

QuickBooks Services

For all versions of QuickBooks, we will:

  • Set up and implement your QuickBooks
  • Help you convert from other accounting software
  • Help you upgrade from an older version to the current version of QuickBooks
  • Train you and your staff on the many features of QuickBooks
  • Help you to better understand Sales Tax record-keeping and filing
  • Help you to keep your payroll records accurate and error-free
  • Be your accounting troubleshooter
  • Ensure your accounting records are clean and accurate and ready to hand over to your year-end external accountant

Controller Services

You’re good at your job, very good. You know that the law requires you to keep a set of books but doing your own bookkeeping or overseeing your bookkeeper’s work consumes time and energy.

You would rather spend your time on making money using the skills and talents you’ve developed over the years.

You might want to consider hiring a part-time Controller who can provide you with:

  • Instant sales and job costing information and explanation
  • Instant financial statement information and explanation
  • Instant cash flowinformation clearly showing where your cash came from and how it was used
All graphed for quick comprehension and informed decision making.

As well, we can:

  • Facilitate a business planning session
  • Assist you in preparing an operating budget, plotting actual against it and determining remedial action for the differences
  • Advise on business matters such as marketing, human resources, inventory management, or change management


Back to Wagner Management Quickbooks and Controller Services home page.