FAQs

  • How can FinancialZone help my organization?

    FinancialZone can help you grow your business, increase profitability and improve cash flow.

    QuickBooks Help
    We will get you up and running fast on QuickBooks products and services by tailoring a setup, configuration, customization, and hands-on training solution that fits your requirements. On an ongoing basis, we’ll provide QuickBooks support and offer advice on products and services that can improve the efficiency for your organization and cut costs.

    Professional Accounting
    We can get your books caught up, and make sure they are accurate and completed in a timely manner going forward so you can use your financial reports to make sound management decisions.

    Performance Management
    We will summarize performance data (financial reports, management reports, etc.) and facilitate regular business reviews to ensure you are on track to meet your business goals.

  • Why should I select FinancialZone over another service provider?

    Why should I select FinancialZone over another service provider?
    FinancialZone is an Intuit Solutions Provider (ISP) member and our consultants are also Certified QuickBooks ProAdvisors. As ProAdvisors, we are held accountable to a higher level of knowledge and understanding of QuickBooks products and services on an ongoing basis. As a member of the exclusive ISP program, we get immediate access to product additions and enhancements, cost savings, and expert services. Our partnership with Intuit enables us to save our clients time, money, and provide them with expert service.

    Our team has worked with hundreds of organizations from different industries. We are NOT a one solution fits all provider. We understand that every organization is different and we tailor solutions in response to specific client needs. We are motivated by solving client issues and not by simply making a sale.

    We are conscientious about client budget and are focused on results. Before we do any work, we engage with our clients to understand their organization, pain points, and needs. With a needs assessment in place, we are confident to deliver the desired results and within a set budget.

  • How affordable are your solutions?

    How affordable are your solutions?
    We designed our solutions to fit the requirements and budgets of organizations of various size and industry. We’ll customize a package that fits your needs, whether those needs are ongoing or one-time only; and as your business grows, our solutions will grow with you.

  • Do I have to sign a long-term contract?

    Do I have to sign a long-term contract?
    No, there are no long-term contracts. The reason we don’t require long-term contracts, let alone offer them, is because of our high satisfaction rate. We don’t feel the need to lock people into an agreement, but instead let our customer experience speak for itself.

  • Do you outsource overseas?

    Do you outsource overseas?
    No we do not. This makes us different than a lot of other services in the marketplace. You'll have a U.S. based consultant who is an experienced business accountant, and a Certified QuickBooks ProAdvisor®.

  • Do you work with Not-For-Profits?

    Do you work with Not-For-Profits?
    Yes we absolutely do. Our solution is perfect for Not-For-Profit organizations, particularly those trying to stretch their budget dollars.

  • Do you provide tax services?

    Do you provide tax services?
    No we do not. We believe that our clients are best served by working with a specialist that can offer the absolute best tax advice and tax return preparation services. That is why we work with a network of CPAs around the country that provide tax advice and prepare tax filings. We don't believe in the one-stop shop philosophy as far as accounting, payroll, and tax services go because it can lead to sub-par service, high rates, and it can end up costing you much more than just fees down the road.

  • Why wouldn't I hire a service that does everything for me including taxes and payroll?

    Why wouldn't I hire a service that does everything for me including taxes and payroll?
    It’s more expensive, less efficient, and you don’t get the "best of breed" service. You may encounter a company that provides good accounting services, but they try to do everything and be all things to all people so you end up getting sub-par service. Also, fully integrated one-stop solutions rarely turn out as promised. Your provider isn't going to be a QuickBooks expert, accounting expert, tax expert, small business expert, and a payroll expert all wrapped into one perfect package - so you end up with average or below average vendors. When it comes to your business, average or below average service providers will cost you dearly. Make sure you work with a specialist like FinancialZone.

  • Why wouldn't I just use a local service?

    Why wouldn't I just use a local service?
    There are potentially hundreds or thousands of services in your local area. How do you choose among them? Well most of the time it’s a shot in the dark, and often service providers will rely on their relationship with you to keep your business rather than providing you with the best service available at reasonable rates. We don't rely on our relationship with you to earn or keep your business. We simply are committed to offering far superior solutions and service than our competitors at affordable rates, and helping your business thrive.

  • Why do I need an accountant if I have QuickBooks?

    Why do I need an accountant if I have QuickBooks?
    QuickBooks is a powerful small business tool that helps you perform daily tasks such as invoicing customers and paying bills; as well as recording and tracking important information. However, QuickBooks will never take the place of a professional accountant and business advisor.

    Accountants are qualified finance and business professionals trained to prepare, analyze, and interpret your books and financial reports, so you’ll have a full understanding of your business results and areas for needed improvement. Anyone can print reports from QuickBooks, but first an accountant must make sure your books are complete and accurate, otherwise your reports are meaningless. All businesses serious about success need an accountant without exception.

  • What qualifications does FinancialZone have?

    FinancialZone is a member of the exclusive Intuit Solution Provider program - one of only a few hundred in the United States.  Additionally, each of our consultants is a CPA and a Certified QuickBooks ProAdvisor® with extensive QuickBooks experience across a multitude of industries and situations.

  • How do your remote services work?

    How do your remote services work?
    We utilize powerful remote administration and screen sharing technology coupled with the power of the telephone, fax and email. This allows us to work efficiently with customers in all 50 States. When you need support, it can feel like we're sitting right there with you.

  • How long has FinancialZone been in business?

    How long has FinancialZone been in business?
    We have been in business since 2000 and we've worked with hundreds of organizations.

  • What QuickBooks versions and releases do you work with?

    What QuickBooks versions and releases do you work with?
    We work with all QuickBooks versions including Pro, Premier, Enterprise, Online and Mac, as well as all release years. Because we work with your QuickBooks file directly on your computer/server/remote desktop, we avoid compatibility and version control issues.

  • Isn't QuickBooks only for small business?

    Isn't QuickBooks only for small business?
    Not at all.  Actually there are many different flavors of QuickBooks now, including an Enterprise version that was designed for organizations with more robust needs. Just like QuickBooks Pro and Premier, the Enterprise version maintains the user-friendly interface of traditional QuickBooks software.  In addition, there are now hundreds of 3rd party applications that integrate or connect with QuickBooks which exponentially increases the power, scalability and extendability of the software.

  • What if I need more than what QuickBooks offers?

    What if I need more than what QuickBooks offers?
    No problem - we specialize in integrating 3rd party apps with QuickBooks in order to extend its functionality. There are hundreds of 3rd party QuickBooks add ons or apps to work with and each can accomplish a variety of tasks or just a very specific one. QuickBooks add ons have the potential to improve efficiency, manage work flow, reduce costs, streamline processes, manage customers and increase sales. We make QuickBooks work for you - regardless of industry or structure.

  • Do you work with Macs?

    Do you work with Macs?
    Yes we do.  We did this much more in the past, but QuickBooks has opted to discontinue QuickBooks for Mac and focus on their online product offering.

  • Do you work with QuickBooks Online?

    Do you work with QuickBooks Online (QBO)?
    Quite a lot actually.  QuickBooks Online (QBO) has grown significantly in popularity over the last several years so each year we spend more and more time with clients who use it as their accounting platform. We are very QBO friendly and experienced.  Until very recently, very few QuickBooks services out there supported QBO, but we have been committed to supporting the online version since day one.  QBO isn't a fit for all organizations, but often it fits certain organizations even better than the desktop version.

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