We Prepare Tax Returns!

We prepare most type of tax returns:

Individual. 

S Corporation.

C Corporation.

Partnership.

Payroll.

Amended.

Gary Bode, CPA is a Master's Degreed, nation wide accountant offering tax and business services. Member of AICPA and NCACPA. Our virtual office provides excellent service to long distance and international clients. Call (910) 399-2705 for a free phone consult.

Client Video Testimonials

Click here to watch some of our clients in their video testimonials!

Client Testimonials

I used Gary’s services to file my 2012 income tax return. This was my first year having an accountant do my return, as I have always done it myself using TurboTax. However, this year I had cancelled debt from my old primary residence which I was forced to convert to a rental property after relocating out of state.

While it didn’t cost me anything to do the short sale, the income tax consequence from the cancelled debt, roughly $50,000 in my case, was enough to move me from the 15% tax bracket to the 25% tax bracket.  Needless to say, I was concerned about that.

Finances were already tight and my husband and I are expecting our first child this fall. So the possibility of owing income tax was stressing me out. However, Gary was great at relieving my fears.

He is extremely knowledgeable, answered all my questions and was very thorough. I knew I was in good hands. He kept in constant contact with me throughout the process, keeping me updated on the progress of my return and letting me know what paperwork he needed to complete my filing.

In my mind, best case scenario would have been to not owe any taxes. Second best would be to only owe a little. Well, you can imagine my surprise and delight when Gary told me I was actually due a refund of a little over $2,700.00!

To top it all off, I found Gary’s fee for service to be fair, competitive and affordable; especially given the complexity of this type of return. I am so glad I did not try and go it alone this year. I am extremely pleased with Gary’s service and would recommend him highly to anyone, in fact I already have. If you have cancelled debt from a short sale or foreclosure, don’t freak out. Take a deep breath and call or email Gary. I am grateful I did.

Angie Falke of Holiday, FL

Free Consult

Even though Gary enjoys helping colleagues, we no longer provide free consults to other tax preparers. He's happy to consult on an hourly billing basis if our schedule allows.

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QuickBooks CPA Trainer Discusses Training Issues

QuickBooks CPA Trainer Wilmington NC

Gary Bode, CPA: a good QuickBooks trainer accomplishes multiple goals simultaneously. For a free phone consult, please call 399-2705.

A good QuickBooks CPA trainer has talents that translate into a fast, cost-effective startup.

“I think the most important quality in a QuickBooks CPA trainer is a genuine desire to see the client’s company succeed.”
– Gary Bode, QuickBooks CPA in Wilmington NC

Classroom Courses vs. Customized QuickBooks Training

I used to teach a comprehensive QuickBooks training course for Baker College Online. It covered all aspects of QuickBooks in a logical, regimented way. Which is fine, if you’ve got the time and patience. But, some companies don’t carry Inventory, so spending time learning about the inventory features might be counter productive, just as an example. While the course thoroughly covered QuickBooks, as advertised, it didn’t really teach the underlying small business bookkeeping, accounting and payroll concepts. With customized training, you can often get about 8o% of what you need in a single session of QuickBooks training session. And it never gets boring, because it’s tailored to your company and the way you learn!

QuickBooks CPA Expertise

Wilmington NC has a multitude of QuickBooks experts. How do you choose?

Underlying Bookkeeping, Payroll Processing and Accounting

But familiarity with QuickBooks doesn’t mean expertise in the underlying bookkeeping, payroll processing and accounting. This is vital to adapting Intuit QuickBooks to your company. A QuickBooks CPA teaches you how to run your specific company in QB, not just the QuickBooks mechanics.

Training Skill

I can flow through QuickBooks in any manner best suited to that particular client. This is similar to the QuickBooks interface, which allows very personalized approaches to bookkeeping, payroll processing and accounting tasks. Tutoring itself is an art. I love watching my clients relax in that moment when they know the program will work for them. A QuickBooks CPA trainer has to understand the issues well enough to be able to approach them from any perspective. Customized QuickBooks training doesn’t force a rigid curriculum.

If you’d like a free phone consult with a Wilmington CPA who provides customized QuickBooks training, please call us at (910) 399-2705.

The Right Version of QuickBooks

The QuickBooks CPA trainer should ascertain which version of QuickBooks is best suited to the client. Lower versions omit some features, which if needed, become frustrating to the client during training and utilization.

Willingness to Understand the Underlying Business

Intuit QuickBooks is generic out of the box. As a CPA QuickBooks trainer, I think it is most effective to teach QuickBooks specifically tailored to the client’s business. For example, clients understand who owes them money well enough that applying it to QuickBooks isn’t confusing. The QuickBooks’ interface is friendly enough that just a bit of training affords comfort in multiple aspects of the program.

Allowing Clients to Learn Themselves: QuickBooks Sample Companies

QuickBooks training doesn’t have to be extensive. If I train specifically to the client’s business, a single session is often enough to train for about 80% of the required skills. Then I encourage clients to explore the sample companies packaged in QuickBooks. The superb bookkeeping in these sample companies, along with QuickBooks ability to drill down to transactions from reports, helps the client become their own QuickBooks trainer. I think it can be fun. Of course, we stand by as backup for the inevitable details as you progress.

Ability to Demonstrate Managerial Usefulness of QuickBooks

A good QuickBooks CPA trainer is able to demonstrate how QuickBooks bookkeeping data gives a manager a business edge over the competition. The QuickBooks CPA trainer should understand the tools the Fortune 500 boys use, and be able to modify these for use by the client. Some of this involves customizing QuickBooks bookkeeping reports and then exporting them into Microsoft Excel. So, sometimes, Excel training can be integrated by the QuickBooks trainer.

Ability to Say, “I don’t know.”

Even CPAs get stumped occasionally during QuickBooks training. So our approach is just to fess up and use it as an opportunity to demonstrate how effective QuickBooks internal documentation is. Generally it takes only minutes and makes the client comfortable with the process of obtaining answers when the QuickBooks trainer isn’t there.

If you need a free initial consult on QuickBooks training, or any CPA issue, please feel free to give as a call at (910) 399-2705.

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