QuickBooks and Bookkeeping Services

Everyone at Pelletier, Chase & Associates use QuickBooks daily, both to manage our own accounts and as a predominant client software package. All of our staff are familiar with QuickBooks and as a QuickBooks advisor, we can provide your business with the full array of QuickBooks support services:

  • Set-up:  facilitate with installation and follow-up support to get your business started on QuickBooks, including chart of accounts, receivables/payables, payroll and month-end closing.
  • Train:  help you and your staff use of all the facets of QuickBooks efficiently and accurately.
  • Maintain:  assist your bookkeeper to ensure your financials are on track and accurate.
  • Access:  provide on-site and in-person, as well as phone consultations to solve a variety of issues that you may be having with your current QuickBooks files.

We support the following Quickbooks products:

  • QuickBooks Online
  • QuickBooks Pro
  • QuickBooks Premier
  • QuickBooks Enterprise Solutions

We aim to make you self-reliant by providing ongoing training and guidance.

Bookkeeping Services

We can help reduce the stress and frustration of managing the bookkeeping and office procedures for small business offices and/or at-home offices. Accounting and bookkeeping may be a mystery to many entrepreneurs and individuals but it is second nature to us. We provide bookkeeping, training, guidance and design; and other accounting services for a variety of clients including:

  • Entrepreneurs
  • Small Businesses
  • Private individuals 
  • Estates and trusts

We can create customized office bookkeeping procedures to fit your needs and your limitations, and we can include the spectrum of services from training you on basic data entry and periodic account reconciliations to customized reporting and cash flow management. We don’t just help you use software; we help you use it more efficiently and effectively.

Personal Accounting Services

Pelletier Chase Corey & Associates can help with all your personal finance, money management, and home budgeting needs. Let’s face it – home finance is a daunting task and not everyone likes to spend their spare time counting pennies. We can help track all your expenses the same way we do for our business clients. This will make year-end tax planning and tax preparation hassle free.

Elder Care And Other Specialized Services

We all are getting older, or at least the people around us are. As we get older, our financial needs and responsibilities change. We will need to adjust to living on fixed incomes and protect ourselves and our assets from those that prey on this segment of the population. Elder Care Services provides financial oversight and additional safeguards for you and your family.

Ready to learn more? Contact us today.

Pelletier Chase & Associates 482 Congress Street Suite 400 Portland, Maine 04101 T 207 - 771 - 8800 F 207 - 771- 8801