920-933-4991  |  Serving Oshkosh and the surrounding communities

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QuickBooks is a useful tool to maintain and organize your company’s financial information. However, it can only provide this information if you purchase the right product and then install, setup, and use it properly. We don't just help you use the software, we help you use it more efficiently and

more effectively.

YOUR FULL-SERVICE QUICKBOOKS PRO-ADVISOR

We offer the following solutions to help meet your QuickBooks needs

Personal training

At Mathe CPA LLC, we train you personally. Either one-on-one or with several individuals within your organization at your company's location.

 

Setup

QuickBooks is designed for the layman to understand - but the initial setup can be tricky. We assist new QuickBooks users with initial setup, including preferences, lists, customers, vendors, employees, banking, and reports.

 

We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

 

Review

We assist companies that have an internal bookkeeper to perform daily accounting and payroll tasks but need an accounting and payroll expert to review your transactions, accounts, and reports. This review ensures that you receive timely, relevant, and reliable financial information.

 

We also inform you of any corrections, adjustments, or reclassifications necessary to ensure that the financial information you receive reflects the accurate financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Schedule a one-on-one consultation. Call us today at 920-933-4991

We are located at 234 N Koeller Street, Oshkosh, WI 54902.