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.
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




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.
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…
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…
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…




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.
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…
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…
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…




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.
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…
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…
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…




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.
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…
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…
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…