Our Focus/Philosophy
Our clients have a clear edge over most small businesses because we focus on providing effective tools to promote fiscal responsibility and successful business management - not just accounting. Empowered with these tools, our clients are then free to focus on running their business or managing their department with confidence. We’ve spent years perfecting our methodology, which our clients attribute as a key factor in accomplishing their goals.

 

We also believe in partnership. We understand that when we complete a project or major implementation that you still have a business to run. When working with FinancialZone, our consultants will be available to provide training, advice, or simply a quick answer to a seemingly tricky question on an as needed basis.

QuickBooks
We work only with QuickBooks and QuickBooks add-ons, which allows us to be efficient and thoroughly knowledgeable about the products and services that we support. This specialization leads to lower costs and improved customer service for our clients. If you don't currently use QuickBooks, conversion is often simple and we can help. We also use QuickBooks products and services to operate, maintain, and monitor our own business and so we bring that perspective to the table as well.

 

FinancialZone is also an Intuit Solution Provider (ISP). This means that we're supported directly by an entire team of Intuit staff to help us provide the highest level of service possible to our clients. The ISP designation is an exclusive program that demands its members maintain the highest levels of customer service and product expertise.

 

Our People
Our Consultants are experienced QuickBooks Certified ProAdvisors and accountants. Many are CPAs and have advanced degrees. All of our people bring with them a friendly, unwavering passion for small business success.
 

Affordability
Our solutions are designed to fit the needs and goals of our clients with careful consideration of their budget. Our services are based on our clients' needs and NOT on a standardized contract. We have solutions to fit every size and type of business or organization. Due to our streamlined processes and our ability to provide remote support, we eliminate inefficiencies and pass the savings onto you.

 

Accessibility
Employing easy-to-use online tools, we can access your QuickBooks file at any time, and provide you the help you need when you need it. As any experienced business owner or manager knows, the unexpected fire will come up. In such cases, our clients don't have to wait for us to "get there". We can simply access their QuickBooks file within seconds to help walk them through an issue or resolve it ourselves. As a result, we have long-term customers all over the United States and Canada.

Customer Service
FinancialZone is dedicated to providing superior customer service. We believe in producing clear, focused results that keep our clients' accounting processes running smoothly. We stand behind our ability to deliver exactly what our clients are looking for and that’s why there are no long-term obligations or contracts; we believe our service speaks for itself.