Perry Paletta CPA

Accounting · Tax · Advisory

Perry Paletta CPA is a Certified QuickBooks ProAdvisor who consults with business owners and staff to train,
educate and enhance their understanding of QuickBooks at their office
location. We provide one-on-one training at your office in a familiar
and comfortable environment where your information is readily available.
We emphasize the importance of receiving answers to your specific
questions and to setup or customize QucikBooks to meet your company's
unique needs.

Shorter training sessions will be more valuable allowing you to focus
on a specific area of QuickBooks  Listening to what other businesses do
or don't do can be an invaluable experience!


Our services will encompass the most common to enhanced features
of QuickBooks. The following is a highlight of our frequently used services:

  • First time users will learn basic functions, features, and how to enter transactions including: payroll, recording and paying bills (accounts payable), invoicing and receiving payments (receivables), tracking job costs, preparing basic reports, as well as other enhancements that make QuickBooks the correct choice for your unique business.
  • Advanced users will expand their knowledge and boost their confidence knowing how to use QuickBooks more efficiently and effectively with emphasis on customizing reports and industry specific applications.
  • Perry Paletta CPA will "clean up your books". We inspect your current QuickBooks file and if needed, we rename, reformat, and reorganize your data. We organize your information by putting it in the proper place in order to help you better understand the information. QuickBooks has the flexibility to make corrections in a minimally invasive manner.