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Our Solutions

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As an expert accounting and business solutions provider, we represent and work with a number of solutions to meet your company needs. Read on for some of the solutions we offer as part of our whole-business approach, and learn more about our lifetime end to end evaluation and execution process.

For a quote, email us or call 704.991.6687x2. 

Our Concept

We start with our people. Over the life of our consultants' career with KHBOffice, we encourage continuing education, provide paid certification opportunities, and build a consistent, best practices-based implementation approach. Your engagement with us starts with a complimentary, get to know one another needs assessment provided by a KHBOffice Account Manager, partnered with a Client Services implementation consultant. After our initial evaluation, we will provide a concise quote based on your feedback, and any solutions that will best fit your needs. We build this quote based on a number of factors, including your industry, budget, needs and wants, as well as timeline. 

Once we receive your approved quote and/or project plan, we assign the relevant team member(s), based on solutions and industry. Your consultant will then schedule an initial launch meeting, which will set the tone for the rest of the project. By this time all project participants should know what will be expected from a contribution standpoint, will be educated on any possible pitfalls, such as spreadsheet inconsistencies, and the project will officially launch.

Over the course of your project, which can last anywhere from a week to a month or more (depending on company and project size), we strive to stay in regular communication. After your project is completed you will again hear from your Account Manager, to gain post-project feedback.

Our end goal is a happy client, set in a best-fit solution environment.

Our Solutions

Most solutions are offered on either a value-priced or hourly basis.

Bookkeeping Services

We started out as QuickBooks bookkeepers, and we remain true to those roots. Our bookkeepers are ready to work with your business on a daily, weekly, or monthly basis, and regularly are more cost efficient than trying to manage a full or regular part-time employee. In addition, our bookkeepers have a dedicated SME (Subject Matter Expert) a phone call away. 

QuickBooks Training & Support

Whether you purchased QuickBooks and had an "uh oh" moment, or want to work with an expert to get started on the right foot, we are here. Founded and led by an Advanced Certified QuickBooks ProAdvisor, Katie has built a team trained on her own best practices, and participates in each project as an SME (Subject Matter Expert) for the consultant assigned. All QuickBooks consultants are Certified ProAdvisors.

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Revel Systems Point of Sale Setup & Support

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As Revel Systems Resellers, we provide end to end support, along with Revel, for your system. We can help with:

  • Needs Assessment & Project Planning
  • Product or Menu Builds
  • Training
  • Troubleshooting

Thanks to Revel's high customization abilities, a needs assessment and custom proposal is critical to project success. Whether you have CRM, ecommerce, reservation, or scheduling needs, we can help make sure these are bundled with your system quote.

BigCommerce Setup & Support

bigcommerce-partner-badge.pngAs a BigCommerce Partner razor-focused on the retail and e-commerce industry, we can provide the following:

 

  • Simple logo design & template selection for new businesses
  • Product set up and builds
  • Configuration, including integration with your accounting, payments, marketing and sales tax solutions
  • Pushes to Google Shopping and other platforms

You can use our help for a one time setup, or outsource your website maintenance to our team. Retail business is overwhelmingly moving to the cloud, so having an industry-disrupting e-commerce solution is key to being ready and prepared for these changes.

 

CPA & Tax Advisor Support

We do not provide tax advice, but we do work with tax advisors and CPAs in order to provide non-advisory QuickBooks bookkeeping services. If you are an accounting professional needing product-trained, ready to go support, we would love to talk.

Other Services Offered

As part of our main QuickBooks or other projects, we also work with the following:

  • Fishbowl Inventory
  • Google Apps (Google for Work)
  • Rent Manager
  • Shopkeep
  • SOS Inventory
  • TSheets