Whether you need to prepare for tax time,need your chart of accounts reviewed or set up, or you want accurate financial reports or you just need to correct your small business accounting problem areas, we can help whether you have QuickBooks™ Pro or Premier or QuickBooks™ Online. We can provide you with a QuickBooks™ Tune-up. In three (3) hours, a Nugent & Associates' Certified QuickBooks™ ProAdvisor will help you take the beginning steps to improve and organize your bookkeeping system and make recommendations for improvement.

Improve your accounting system with a thorough QuickBooks™ Review

QuickBooks™ is the premier small business accounting software and can be counted on to handle day-to-day accounting with little to no issues.  However, like any accounting system, QuickBooks™ occassionally needs maintenance to improve performance, clean up posting errors, and implement changes in how you use the software.

While no two clients are alike, there are common issues that affect client QuickBooks™ files that often need attention.  Several of these are:

  • Duplicate customer names
  • Duplicate vendor names
  • Duplicate general ledger accounts
  • General ledger accounts added to the wrong Balance Sheet or Income Statement section
  • Payroll tax payments entered incorrectly
  • Sales tax payments entered incorrectly
  • Vendor payments entered incorrectly
  • Customer payments not applied against the receivable
  • QuickBooks™ file is too large
  • QuickBooks™ is too slow

We work around our schedule.

At a time (between 8AM to 8PM) and day convenient to you (Sundays excluded), we will visit your place of business to review your system in front of you.

While not an exhaustive list, some of the major steps we will provide include:

  • Review current setup, items, and chart of accounts
  • Review general bookkeeping and financial statements
  • Review credit card & bank account reconciliations
  • Identify and recommend improvements for problem areas
  • Customize reports so you can immediately analyze business activity
  • Provide efficiency and best practices QuickBooks™ tips
  • Balancing general ledger to subsidiary records
  • Cleaning up stray entries
  • Additional personalized training to assist you get more out of your software

A QuickBooks™ Tune-up is a great way to prepare for tax time, an important meeting, or a periodic review of your business strategy. In a few short hours, your QuickBooks™ professional can review transactions, clean up stray entries, balance the general ledger to subsidiary ledgers, and adjust the chart of accounts to reflect changes in your business model. A Tune-Up can help you make better decisions, minimize the ill-effects of undetected errors, and keep money flowing in the right direction,

A QuickBooks™ Tune-up is a smart and one time affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money! Generally this is the first step to correct troublesome and neglected areas, and additional time over the four hours is often required. An estimate will be provided upon completion of the tune-up.

Please call or email us to schedule a time when we can meet.

At Nugent & Associates, we're not just number crunchers. We bring over 3 decades of invaluable certified public accounting and tax expertise to your company – serving as business and financial strategists who can offer such services as tax and financial planning, investment advice, diligent financial records, and help with estate planning.

Even better, we will give you time to focus on what you do best: running the day-to-day operations that drive your business toward success.

Take advantage of our FREE and no obligation business checkup.

We will visit you at your business at a time and day convenient for you, analyze your numbers, discuss your goals and concerns and report back with a complimentary detailed written analysis to help your business succeed!

At Nugent & Associates, we're not just number crunchers. Our people bring decades of invaluable certified public accounting and financial and tax expertise to you – offering tax and financial strategies to individuals such as yourself. If you have any questions or concerns about your own tax, financial or investment matters, please do not hesitate to contact us.

Experienced tax and financial experts are not just for the super rich. At a reasonable fee you too can maximize your wealth and receive professional guidance for retirement, and/or any tax issues you may be facing, no matter your situation, with a tax and financial expert as your consultant.

Contact Nugent & Associates today. We don't charge for phone calls. You may just find you found an ally in your quest to have a great financial future.

After all, at Nugent & Associates, we succeed when you succeed!



This page is intended to be informational. This website, nor any of the information contained on this site constitutes professional, business, tax or legal advice and is not a substitute for such advice nor does it create a professional-client relationship between you and Nugent & Associates.

State and federal laws change frequently, and the information in this page may not reflect your own state’s laws or the most recent changes to the law.

The information contained within this website should not be considered as a solicitation or an offer for a professional-client relationship. Materials contained in this website are of a general nature and should not be substituted for professional advice. Nugent & Associates is providing this website and the information contained herein only as a convenience to you. Nugent & Associates assumes no liability or responsibility for any errors or omissions contained within this website. There is no guarantee that the information included on this site is current, accurate, complete, useful, or reliable.

Tax Planning & Preparation

We assist our clients in individual and business tax planning throughout the year.

Nugent & Associates provides:
  • Year-Round analysis to ensure a smooth and predictable year-end close.
  • Assist in establishing retirement planning.
  • Performs in-depth review of all deductions available.

Financial Statements

Nugent & Associates offers outstanding accounting services and acts as a quasi-controller for companies who do not employ their own full-time accountants.

This allows our clients with more time to focus on new services, new customers and other core business issues.

Business Planning, Budgeting
& Growth Strategies

Nugent & Associates assists it clients with:
  • Starting a new venture, product or service
  • Expanding a current organization, product or service
  • Buying a new business, product or service
  • Turning around a declining business

QuickBooks Training
& Support Services

As Certified QuickBooks Professional Advisors, we can be of assistance with QuickBooks accounting or payroll and help increase your productivity and efficiency.