ASM Associates

           Quickbooks ProAdvisor Services

Service List


Installation—single or multiuser, individual pc or network

Complete Setup
Establish new company file or convert from spreadsheets or other accounting software: Chart of Accounts, Item File, Customer File, Vendor File, Classes, Jobs, Payroll, Set up Online Banking features

Using all the Quickbooks features

Periodic checkups on bank reconciliations, reports, payroll issues, review A/R, A/P

Custom Work
Any specialized reports that are not part of QuickBooks; Importing data from outside sources; Audits; Review of financial statements and Quickbooks files for pre-tax filing preparation; Instructional write-ups

Recruiting Assistance & Recommendations
For bookkeeper, accountant, tax attorney


Remote Access
Provide troubleshooting and other services by remote access to facilitate emergency and off-hours response to client issues.

Organize and Systemize Finances
Merge small business and/or personal finances into detail reports and graphs to facilitate cash flow and bill payment decisions—useful for individuals with irregular, multi-sourced income.

Set Up Detailed Financial Recordkeeping
Systemize financial recordkeeping—convert existing systems, create online accounts, transaction downloads, establish online bill payments, track investments and other assets, track net worth.  Train client to self-maintain in the future.

Tax Filing Preparations:  Organize and prepare all material necessary for submission to tax accountant for filings.


For questions or discussions about these services, call or


Link to more information on Quickbooks Pro Advisor Website

PHONE:  (845) 359-0046

ASM Associates

Piermont, NY 10968-1081


Certified Quickbooks Pro Advising

Boutique Business & Financial Services

"I am pleased to refer you to Karen Michalowski for Quickbooks  training.  We not only find Karen to be the best in the region, but  she is highly regarded by Intuit, the developers of QB.”