Accounting

SMALL BUSINESS SERVICES

Gettry Marcus is dedicated to meeting the accounting, tax and business advisory needs of small businesses. We recognize the reliance small business owners have on their accountants for many business decisions since many of these owners typically do not have CFO’s or controllers working within their company.

While serving as their trusted advisor, Gettry Marcus works closely with small business owners by providing specialty services that will help guide them in maximizing their desired levels of profitability and continued business growth.

List Of Services:

  • Preparation of audit, review and compiled financial statements
  • Budgets and forecasts
  • Retirement planning
  • Estate and succession planning
  • Consulting on financing, mortgages and equipment loans
  • Fraud investigations
  • Sales tax consultation
  • QuickBooks implementation, training and support (for additional information, click the More+ below)

QuickBooks:

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

As Certified QuickBooks Pro Advisors®, Gettry Marcus provides our clients with training and support on QuickBooks®, to help them use the product line more accurately and effectively. We understand the value of efficiency and how it affects the bottom line, and will help our clients leverage the software in day-to-day operations.

We provide:

  • QuickBooks Implementation
    • Assess individual software and accounting needs
    • Recommend software and hardware requirements
    • Assist in selecting the appropriate QuickBooks version
    • Install software, design and implement chart of accounts and complete accounting package which, dependent upon your needs, could include accounts receivable, accounts payable, inventory, payroll, etc.
    • Determine the QuickBooks starting date
  • QuickBooks Training
    • Train client and/or client staff on-site in the use of software to meet specific accounting, management and tax needs
  • QuickBooks Support
    • Follow up training to ensure correct and efficient management of the QuickBooks program
    • Monthly, quarterly, or annual review of Quickbooks data to assist the client in tax preparation and management reports
    • Setup of QuickBooks customized reports to support your needs and help your business
    • Tax planning and preparation

Gettry Marcus Client Discounts:
For information on Gettry Marcus client discounts for QuickBooks software, please contact our QuickBooks Pro Advisors via email at qb@gettrymarcus.com

SMALL BUSINESS SERVICES Case Studies

Payroll Preparation

Assignment :
A Gettry Marcus staffing client had specific needs to enter very detailed payroll information for 500 employees into QuickBooks every two weeks. The client was using a payroll service provider to prepare their payroll however, it took them several days to enter the information into QuickBooks. Our team worked with the payroll service provider to map the payroll information into QuickBooks so that the data went almost instantaneously into the program.

Result :
The client made a decision to switch to a new payroll service provider. However, the new payroll service provider did not have the same mapping capabilities. To reconcile this issue and help our client achieve their goals, Gettry Marcus’ QuickBooks team worked with a third party add-on product to create custom interfaces from the new payroll service provider.

Sales Commissions

Assignment :
Using a combination of QuickBooks and manual entry, a Gettry Marcus client calculated commissions for their salespeople based upon a complicated formula that varied by salesperson.

Result :
Gettry Marcus found and implemented a third party add-on application which integrated the entire process using QuickBooks.

All Case Studies