Custom QuickBooks Setups and One-on-One Training:

Setting up a QuickBooks chart of accounts or payroll items can be a confusing and daunting experience. While there are default charts of accounts available in the Quickbooks interview, it is much more efficient to let a professional set up your chart of accounts to your specific needs. One big problem with an incorrect setup is that Quickbooks won’t give you the information that you want. For example, you know what your gross sales are – why doesn’t that number appear in your income statement?

Something else to consider is training. You can take a class in QuickBooks and learn a little bit about many different functions that QuickBooks can perform. But do you know which ones are important to your business before you get started? Will you know how to fix errors? General information seminars don’t give you the specific knowledge that you need to get your own business up and running quickly. With our one-on-one training, we show you how to enter different types of transactions and then watch while you do it yourself. When you are comfortable with one area, we move to the next. Most training sessions last about two to three hours. In most instances, that is all that’s needed to get you up and running.


We can provide as much, or as little, assistance as you wish. We can do everything from reconcile your bank account and give you the monthly adjustment to preparing customized financial statements. We offer monthly payroll tax calculations or only phone call reminders to pay. We prepare quarterly payroll tax returns for most of our clients, and do only W-2's and 1099's for even more clients. Some businesses ask us to fill out their monthly sales tax returns, and others ask us only for a reminder to pay in time to avoid a penalty. Many clients just want us to "keep the books" and do their income tax returns, while others want sophisticated monthly financial statements and management reports. We can do it all. Or only what you want us to do. We're flexible. And we're easy to get along with!

Tax Preparation:

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates for individuals and businesses. We work with you as a team to prepare your tax return. We don't let you forget deductions from one year to the next. We'll contact you to obtain current information on deductions that you have taken in previous years. Generally, if we receive your information by March 15th, you will have your tax return back in time to file it by April 15th.

Tax Planning:

We closely follow federal and state tax law changes to allow our clients to minimize current and future tax liabilities. We offer individualized due-date tax payment reminders and filing date monitoring to prevent costly interest and penalty assessments attributable to late payments and filing. Of course, we offer full tax preparation services.

Other Services

Miriam B. Walling has the resources, experience, and knowledge to offer the following services to both individuals and businesses in a professional and cost-efficient manner.

  • Financial Statements (GAAP)
  • Small Business Consulting
  • Estate & Trust Planning
  • Gift & Donation Tax Strategies
  • Cost Accounting Control Methods