Quickbooks Consulting

QuickBooks© is the preferred accounting software solutions for small business enterprises throughout the US (not just Miami) and the recommended solution providers by CPA Miami.

Why QuickBooks? QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here’s 12 reasons why you should be using QuickBooks

Quickbooks offers solutions that are hosted and managed on your computers (desktop editions) or hosted, managed and accessed using secured internet technologies (on-line editions).  There are both various desktop and on-line editions available.  There is no one size fits all!  Each solution has its own unique advantages and disadvantages.

For our start-up clients new to QuickBooks©, we generally recommend the QuickBooks On-Line Edition, specifically in those cases where:

  • There is no inventory to track;
  • Where a “simple” solution is required;
  • Where users are not working from a central location or the business may have different geographical locations;
  • Where there are many system users working simultaneously;

For our more experienced clients or clients that need to track inventories, the QuickBooks Desktop Editions are generally broken down into the “Pro”, “Premium” and “Enterprise” solutions.  Similarly, there are various subdivisions of software tailored to retail clients, contractors, not-for-profits, etc.

The most common desktop version is the QuickBooks Pro Edition.  This edition provides users with the greatest functionality at a minimal price.  We generally encourage using the QuickBooks Premier Edition for its increased functionality.  Finally, for larger enterprises, or those businesses where the accounting information needed is more intensive, the QuickBooks Enterprise Edition will generally meet almost all business requirements.

Whatever your needs are we can help you get your business set up inexpensively and quickly.  Get it right the first time!  Call for a free business evaluation!

Our clients can buy or upgrade to any of the QuickBooks products by clicking the banner below!

How It Works?
  • 1 Get Started Talk to us. Tell us about what tax returns you need to file, what has happened, taxes you owe and ask about any general questions you have.
  • 2 Recommendations and Proposal We provide you with our recommendations, up-front costs, and the expectations before starting our work.
  • 3 Gather Information We obtain known information reported to the IRS and actions taken. You provide other information we may need to best help you.
  • 4 Client Approval We prepare copies of our work for your review and approval before anything is filed, giving you the opportunity to a gree or provide additional information that may be needed.
  • 5 Settlement You pay taxes or other amounts owed on negotiated tax settlements needed to finalize your case. We continue to monitor your case and notify you of any adverse IRS actions taken until closed.
  • Immediate Help Get immediate help. Contact us by phone or chat on-line. Use this option to get immediate help when you’re ready to get started.
  • Scheduled Tax Consultation Use this option when you’re not ready now, but will be ready in the next few days and want to schedule a teleconference or on-line meeting.
  • Not Ready Use this option when you’re not quite ready but are simply looking for more information.

I’ve been doing business with Mitch and CPA Miami for the last 4 years and have always had a great support from him. Mitch is always available, hears what we are doing and why and, most importantly, keeps us on track of better accounting and legal practices, in a very diligent way, which is very … Continue reading “Rafael F., Porto Alegre, Brazil”

Rafael F., Porto Alegre, Brazil

I have been working with this firm, as it relates to my personal and corporate tax activities, for well over a decade.  To date I can only say that Mitch Helfer and his staff have been professional, timely and knowledgeable of my personal and business tax needs.  In addition, Mitch is always readily available and … Continue reading “Francois I”

Francois I

This is the best CPA company I ever work with, Mitch Helfer saved us around $15,000.00 dollars in penalties , he abated the penalties successfully and we end not paying a dollar. He is always available for consultations and really understandable of our companies needs.

Judith C

Mitch Helfer has done my taxes for years, and he does a great job, gives great advice and gets the job done on time. Deborah Gray Mitchell

Deborah Gray Mitchell

Mitch is very professional and competant. He was persistant in helping me prepare my taxes and gave instructions in a calm and clear way. He is patient and organized. Thank you!

Collin Joyce

Awesome service. Would definitely recommend.

Leori Porter

Even if I live in the other side of the world you always been able to explain and support me in my projects. Thanks!!

Marco Vidali

Very knowledgeable, friendly and timely service. Have been a happy and very satisfied customer since 2003

Kay Oster

Our company has been a customer of the firm for approximately 5 years now … our business was unfortunately affected by a Civil Tax Penalty… we sent the case over to the firm for representation and managing. Immediately the firm acted upon the issue without rest … the penalty was deducted from our account and … Continue reading “Sandra de Leon”

Sandra de Leon

If you need a good CPA in Miami, you need CPA Miami! Thank you for joining our network, we look forward to hearing more from you! Matthew Wagner

Matthew Wagner

It’s great to see an excellent CPA firm that is committed to promoting the community through fiscal responsibility and advice. Keep up the great work and have an awesome season!


I went to CPA Miami for help with my tax returns and was pleasantly surprised. We have a small business and use QuickBooks accounting software. The owner, Mitch Helfer, CPA, figured out a way to make QuickBooks do many of the things we needed which will save us countless hours in data entry and more. … Continue reading “Emy G.”

Emy G.

Mitch Helfer and CPAMiami team always went the extra mile to help us grow our business. They are always available and proactive on suggesting better accounting practices. Their extensive use of IT resources, reduce a lot our work load in day-to-day operations. As a business manager, I would not even think in looking for another … Continue reading “Luiz Schmidt”

Luiz Schmidt

Mitch is always readily available. What more could you ask for from your accountant? Many other firms you’d probably go through many voice mails before getting a call back on a concerning matter. Fees are very reasonable and he is very easy to work with, nonetheless with a vast knowledge that you’d only receive from … Continue reading “Sandra D”

Sandra D