QuickBooks™ Accounting Services

QuickBooks accountant

As a local Charlotte CPA firm, Josh Cahan, CPA can show you how to get the most out of your QuickBooks software. Whether you're still in the research phase and need to know which version of QuickBooks is right for you or already have existing data that needs cleaning up, we can help. Our accounting professionals have the knowledge and experience you need when setting up QuickBooks, training staff, processing payroll and more! If you're thinking of incorporating QuickBooks into your business, need data clean up assistance, or training for in-house bookkeepers, we'll assist you as part of a small business accounting package.

Typically, our clients come to us looking for one of three things:

  • Setting up a new business in QuickBooks
  • File review/cleanup of existing QuickBooks data
  • One-on-one training to learn how to use QuickBooks more efficiently.

QuickBooks Setup

Setting up QuickBooks properly ensures you get the most out of your accounting software. Our staff can help you install software, determine which accounts to import, map accounts, create templates and more.

QuickBooks Training

One of our staff members will help train you or your staff how to use QuickBooks and all of its features. We offer on-site training so you or your in-house bookkeeper can handle all of your day-to-day operating needs.

Ongoing QuickBooks Support

Whether you need one time advice or ongoing support for questions and troubleshooting, Josh Cahan, CPA can assist you. As our client, you'll have the comfort of knowing that we are only a phone call away. We also offer periodic review and analysis of QuickBooks data/files.


Want to learn more about our QuickBooks accounting services? Give us a call a 704-909-0609 or fill out our online form to request a free consultation today!