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Bookkeeping and Payroll Services

Whitlock & Company offers a full range of bookkeeping and payroll services to fit your specific organizational needs.  We can provide assistance with:

  • Accounts receivable and accounts payable management for keeping accurate financial records
  • Accounts reconciliations
  • Payroll processing and filings
  • Sales/use tax preparation and reporting
  • HOA billings
  • Business tax and license
  • Bank reconciliations
  • Quarterly payroll tax returns
  • Preparation of 1099’s
  • Preparation of W-2’s and W-3’s
  • Quickbooks setup, training and support



QuickBooks is the ideal accounting software for small to mid-sized businesses, and here are just a few reasons why:

  • QuickBooks software is affordable. It allows you to manage bookkeeping tasks for minimal cost.
  • You can customize QuickBooks the way you want.  The software was designed to be flexible and adaptable to a wide range of businesses.
  • It allows you to always know where your business stands with easy to generate reports.
  • You save time by sharing data between QuickBooks and business applications such as Microsoft Word, Excel, and Outlook.
  • You can easily accept credit cards with QuickBooks Merchant Account Service.


Whitlock & Company, PC. offers the following solutions to help meet your QuickBooks needs:

Setup & Installation – It is important that the initial setup and installation of QuickBooks be done correctly to ensure that future information is accurate.  We can install QuickBooks on your stand-alone computer or in a network environment, in either single- or multi-user mode.  We are then able to assist new users with the initial setup steps, which include conducting the interview, setting preferences, populating lists of customers, vendors, and employees, and setting up banking and reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Personal Training – No need to take a class!  We will provide one-on-one attention to your needs.  We train you personally! Either one-on-one or several individuals within your organization at your company’s location.

Support – With our support services available, never hesitate to ask a question!  Our staff includes a Certified QuickBooks ProAdvisor to provide a detailed solution to any problem you may encounter!  Our QuickBooks support service is perfect for those companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll professionals to offer suggestions on your transactions, accounts and reports! This service is ideal when preparing for tax time or just a monthly routine clean-up and check of problem areas.