Education Services

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We specialize in small to medium-sized businesses. We have a variety of services to offer and can be the Accountant in your corner whether you have an idea for a business or are running an enterprise. Contact us so we can determine the right fit for your accounting needs. Some of the services offered include:

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One-on-One QuickBooks Training

As a small business owner, you’re probably not a computer expert or an accountant, which can make setting up and managing QuickBooks an exercise in frustration. Push that frustration aside and let us equip you with the knowledge you need and get you up and running in no time. Our one-on-one training ensures your software will be set up for the way your company works, so you can get on with the business of running your business.

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Are you interested in any of our Business Services? Drop us a note and we’ll
be sure to contact you and help answer your questions.

Frequently Asked Questions

AM CPA is more than just an accounting firm. We’re a partner who is invested in your success. Unlike other accountants, you won’t just hear from us when it’s tax time or when we need a number or a form. We take the time to get to know you and your business, so we can help you and your company on the road to success.

We won’t just call you at tax time. If you select our full-service options, you can expect to hear from us once a quarter, but don’t be surprised if we check in with you more often. We believe relationships are the foundation for success, and you can’t build a relationship on a once-a-year phone call.

Don’t hesitate to reach out to us if you have a question that needs a 5-minute answer. We aren’t going to nickel and dime our clients for every contact we have with you. We view you as our partner, and partners have access to each other. Questions requiring more extensive work on our part may result in charges, but if you need a simple answer to a simple question, don’t hesitate to contact us.

We provide personalized service based on our relationship with you. We promise to get to know you and to understand your business. We will always be on the lookout for ways to make the financial side of things easier and more efficient for you. We won’t hesitate to contact you if we encounter a solution that can help you.

Relationships are a two-way street. We’re looking for clients who want more than just an accountant. They want a partner, someone who can ease the burden of dealing with the financial side of things. We’re looking for long-term relationships with our clients.

While accountants and CPAs often do similar things, there is a difference between them. Certified public accountants must pass their state licensing exam to become a CPA. CPAs must also meet continuing education requirements each year, which means a CPA is always up to date on the latest topics and trends regarding accounting practices.

Your Client Portal contains all your financial documents and information. You can access it by clicking here. Then enter your user name and password.

To retrieve your Client Portal user information click here and select “Reset Password”.