Jerry Frazier, CPA & Associates

Tax, Payroll & Bookkeeping Services for Everyone!

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Home Quickbooks ProAdvisor
QuickBooks Pro Advisor

As a QuickBooks ProAdvisor, we provide fast and confidential onsite and remote offsite services.

To earn the title "QuickBooks ProAdvisor", I have passed the rigorous examination process required by Intuit to earn this status.

Additionally, I have completed numerous continuing education courses, set up many business bookkeeping systems, and researched the methods and processes QuickBooks uses to help you in with your day to day bookkeeping issues.

We also have access to reduced prices for Intuit QuickBooks software that retail stores generally cannot match and we can also help with other brands of bookkeeping software.


When making a decision, think about the following questions:

1. Would you like to become your own Bookkeeper or Accountant?

2. Need services at your office or site?

3. Do you have the time & knowledge to perform the bookkeeping or accounting function?

4. Do you need specific information for your lender?

5. Do you need information for your franchise?

6. Is there specific information the partners want?

7. Are you requiring notification that payroll reports are due?

8. Are having trouble keeping up with your payroll debts incurred to employees, the federal government, and the State of Texas?


Here are some good questions to help you get started with Jerry using QuickBooks:

1. What program are you currently using? For how long?

2. How many individuals use the program on a daily basis?

3. What specific questions do you have about QuickBooks?

4. What level of assistance do you need?

5. How involved do you or your staff plan to be in the consulting?

6. How do you use your accounting package?

7. How do you currently rate yourself in using & understanding your current program?

8. What is your budget for my assistance? (Dollars and time)

9. What should I ask Jerry Frazier, CPA to determine if he is a right fit for my business?

10. How do you identify what is wrong with my QuickBooks file & how much might I expect to prepare for that initial investigation?

11. How can you demonstrate that the work you do has been executed correctly?

12. What are your rates?

13. Do you accept credit cards?

14. What do you require of clients to engage your services?

15. How would you assess your rate for services performed in relation to other providers?


 

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