QuickBooks Consulting
QuickBooks is easy, fast and seamless.
Kaufman Rossin’s Certified QuickBooks ProAdvisors provide training for businesses and their employees at various levels, including testing.
QuickBooks training can help make the difference between organized bookkeeping and headaches.
Our consulting services may include:
- Setting up a business in QuickBooks.
- Maximizing the benefit of financial reporting including budgets, comparatives and FLASH reports.
- Correctly using accounts receivable, accounts payable, payroll, and inventory modules.
- Effectively using classes, items and chart of accounts.
- Setting up and using online banking and credit card download features.
- Using client data review to reclassify transactions.
- Using financial reporting through Intuit statement writer.
Want to order QuickBooks at a discount?
Kaufman Rossin is pleased to offer our clients a substantial savings on QuickBooks 2022. Download the order form below or contact our QuickBooks team to purchase your copy.
Our Professionals





Lisa Kahn Little, CPA
Associate Principal, Entrepreneurial Services
Miami
Lisa is involved in the community. She serves as a member of the Parish Finance Council of St. Kieran’s Catholic Church in Coconut Grove. She is a participant in the VITA grant program from the IRS that supports free tax preparation services for the underprivileged. She is the past treasurer of…
Terri Richards, CPA
Principal, Entrepreneurial Services
Boca Raton
She has a focused expertise in financial reporting and taxation for construction clients. In addition, she provides technology consulting and training to clients including QuickBooks. As a Certified QuickBooks ProAdvisor, she trains business owners and their staff on maintaining clear financial repo…
Annette Nunez
Associate Principal, Entrepreneurial Services
Miami
Annette received her Bachelor's and Master's degree in Accounting from Florida International University. She is fluent in English and Spanish.
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith's work includes tax planning, financial reporting and analysis, and complex federal and multi-state tax compliance. She serves as a frequent instructor within Kaufman Rossin and the community on accounting and tax matters. Her commentary on tax matters has been featured by national o…
Rachel Faxas, CPA
Manager, Entrepreneurial Services
Miami
Rachel works with a variety of industries, including real estate and investments. She also helps small businesses with the processes and implementation of accounting software, such as Quickbooks Online. Her tax experience includes corporate, partnership, and individual taxation with an emphasis o…





Lisa Kahn Little, CPA
Associate Principal, Entrepreneurial Services
Miami
Lisa lends her expertise to engagements for entrepreneurs, high-net worth individuals, and non-profits. In addition, she plays an important role in developing and delivering training to clients including QuickBooks and is a Certified QuickBooks ProAdvisor.
Lisa is a Certified Public Accoun…
Terri Richards, CPA
Principal, Entrepreneurial Services
Boca Raton
Terri joined Kaufman Rossin in 2004 and is a Principal in the Entrepreneurial Services department. Terri provides a variety of services including financial statement reviews and compilations for closely-held businesses, and tax planning and compliance for corporations, partnerships and high-net…
Annette Nunez
Associate Principal, Entrepreneurial Services
Miami
Annette Nunez has extensive experiences providing accounting and tax services for entrepreneurial clients in all stages of growth including start-ups. Her experience working with closely-held businesses assisting with financial reporting and tax planning and compliance makes her a valuable business …
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Rachel Faxas, CPA
Manager, Entrepreneurial Services
Miami
Rachel Faxas is a manager in Kaufman Rossin’s entrepreneurial services practice. She brings a decade of experience with international tax planning and compliance.





Lisa Kahn Little, CPA
Associate Principal, Entrepreneurial Services
Miami
Lisa lends her expertise to engagements for entrepreneurs, high-net worth individuals, and non-profits. In addition, she plays an important role in developing and delivering training to clients including QuickBooks and is a Certified QuickBooks ProAdvisor.
Lisa is a Certified Public Accoun…
Terri Richards, CPA
Principal, Entrepreneurial Services
Boca Raton
Terri joined Kaufman Rossin in 2004 and is a Principal in the Entrepreneurial Services department. Terri provides a variety of services including financial statement reviews and compilations for closely-held businesses, and tax planning and compliance for corporations, partnerships and high-net…
Annette Nunez
Associate Principal, Entrepreneurial Services
Miami
Annette Nunez has extensive experiences providing accounting and tax services for entrepreneurial clients in all stages of growth including start-ups. Her experience working with closely-held businesses assisting with financial reporting and tax planning and compliance makes her a valuable business …
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Rachel Faxas, CPA
Manager, Entrepreneurial Services
Miami
Rachel Faxas is a manager in Kaufman Rossin’s entrepreneurial services practice. She brings a decade of experience with international tax planning and compliance.





Lisa Kahn Little, CPA
Associate Principal, Entrepreneurial Services
Miami
Lisa lends her expertise to engagements for entrepreneurs, high-net worth individuals, and non-profits. In addition, she plays an important role in developing and delivering training to clients including QuickBooks and is a Certified QuickBooks ProAdvisor.
Lisa is a Certified Public Accoun…
Terri Richards, CPA
Principal, Entrepreneurial Services
Boca Raton
Terri joined Kaufman Rossin in 2004 and is a Principal in the Entrepreneurial Services department. Terri provides a variety of services including financial statement reviews and compilations for closely-held businesses, and tax planning and compliance for corporations, partnerships and high-net…
Annette Nunez
Associate Principal, Entrepreneurial Services
Miami
Annette Nunez has extensive experiences providing accounting and tax services for entrepreneurial clients in all stages of growth including start-ups. Her experience working with closely-held businesses assisting with financial reporting and tax planning and compliance makes her a valuable business …
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Rachel Faxas, CPA
Manager, Entrepreneurial Services
Miami
Rachel Faxas is a manager in Kaufman Rossin’s entrepreneurial services practice. She brings a decade of experience with international tax planning and compliance.
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Meredith Tucker Named Entrepreneurial Services Principal at Kaufman Rossin
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