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 Advisor Bookkeeping Services, Colorado Springs

 

QuickBooks, Quicken, TurboTax, Bookkeeping, Accounting

 

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Colorado Springs
(719) 591-0433



 

   




Advisor Bookkeeping Services, LLC in Colorado Springs, offers QuickBooks ® and Quicken ® bookkeeping, accounting, record keeping, setup, cleanup, catch up, training and consulting services for Colorado individuals, home businesses and small businesses.  We are not CPAs and do not offer auditing, certification, payroll or tax services.  We recommend that you hire an expensive CPA only when needed, and use our affordable QuickBooks Pro bookkeeping services to save money and increase your profits.  We deliver our QuickBooks bookkeeping services and virtual assistant business services online to save you time and money.

 


Jerry Lucas
is a former computer design engineer and has worked as a small business owner in financial services for over 10 years.  He is an independent financial advisor at Advisor Financial Services, an independent Colorado licensed insurance agent, and a Colorado Notary Public.  He is a Certified Trusted Notary member of the National Notary Association.

 

 

Jerry also has 25 years of real estate investing experience in residential and commercial property, tenant in common (TIC) property, raw land and real estate notes and trust deeds. He teaches a 4-hour property management class titled "Managing Rental Property" in Denver and Colorado Springs.  See our Seminar web page for a class schedule.  He is a Past President of the Apartment Association of Colorado Springs and Past National Chairman of the Independent Rental Owners Council (IROC) of the National Apartment Association.

 

 

We also offer corporation and LLC business formation, education, startup, filing, record keeping, business support and virtual assistant services, and business credit building services.  If you decide to use legal self-help to choose and file your own legal documents, we can help to save your valuable time and money, and reduce or avoid expensive legal fees.  We do not provide legal advice.  We primarily serve Colorado customers, but our online services enable us to serve customers in any state.


Thanks for visiting our website.  Please call or send email for more information and a Free Consultation.

Jerry Lucas, CEO

Advisor Bookkeeping Services, LLC
Colorado Springs, CO
(719) 591-0433

 

For financial advisor services, please visit our website at AdvisorFinancialServices.com.

For notary public services and legal forms, please visit our website at ABCLegalDocs.com, a LegalZoom Affiliate.

    • Member, National Bookkeeping Association (NBA)

    • Experienced QuickBooks Pro, Quicken and TurboTax software user

    • Graduate, QuickBooks for Entrepreneurs, Colorado Free University

    • Student, QuickBooks Certification program, National Bookkeeping Association

    • Quicken and QuickBooks training, consulting and bookkeeping services

    • familiar with NeatReceipts, receipt scanning and filing system

    • bookkeeping set up, catch up and cleanup services

    • document scanning and conversion from paper based system

    • support for Dome Bookkeeping Record users

    • offsite document, files, records and data backup services

    • save money on expensive CPAs

    • save money on hiring a full-time bookkeeping employee

    • virtual assistant services for small business support

    • planning services for starting and building business credit history

    • save money, buy QuickBooks and Quicken software from us at a discount

    • save money on tax preparation, TurboTax software and support available 

    • H&R Block tax school graduate

    • corporation and LLC business formation, startup, filing, record keeping, support services

    • obtaining a tax ID number (Employer Identification Number, EIN)

    • website hosting services available, GoDaddy.com affiliate

    • self-help legal document services

    • mobile Notary Public

    •  

    •  

    • Affordable monthly fees, from $Affordable monthly fees, from $

    • One time new client setup fee $100, waived for clients of Advisor Financial Services

    • scan and fax or email your source documents to us, we take it from there

    • send us your bank statements, credit card statements, checks and deposits ledger, receipts

    • we do data entry, classification, account reconciliation, review, financial report generation

    • Receive Quicken or QuickBooks data file, Balance Sheet, Profit & Loss, Statement of Cash Flows

    • other business support services, typically $30/hour or a flat fee per project

    • FREE CONSULTATION


                     CALL NOW FOR A FREE CONSULTATION:  

(719) 591-0433


If you have any questions, we invite you to call or send email.  
Thank you for visiting our website!  


DISCLAIMER:  Advisor Bookkeeping Services, LLC and Jerry Lucas are not lawyers, or CPAs, and do not provide legal advice or opinions, or financial auditing or certification.  When required, please consult with an experienced lawyer or CPA.  No transaction or communication with us shall create an advisor/client relationship, unless a written agreement has been executed.  A Notary Public does not provide legal advice.  Use of this website or our services constitutes your acceptance of our Terms of Use.



Jerry Lucas, C
EO


Advisor Bookkeeping Services, LLC, services available by appointment at:

Advisor Financial Services (LLC)     Registered Investment Advisor

Mailing address: 3355 N Academy Blvd #244     Colorado Springs, CO 80917

Phone: (719) 591-0433     Toll-Free Phone/Fax: (888) 758-9654
E-mail: Jerry_Lucas@msn.com     Website:  AdvisorFinancialServices.com

 


 

Use of this website or our services constitutes your acceptance of our Terms of Use
Copyright © 2008-2009 Advisor Bookkeeping Services, LLC.  All Rights Reserved.          Last update     12/02/2009 04:37 PM
Intuit, Quicken, QuickBooks and TurboTax are registered trademarks ® of Intuit Inc, registered in the United States and other countries.
  For assistance or more information, please call Jerry Lucas at (719) 591-0433 or Toll-Free at (888) 758-9654 or send email to Jerry_Lucas@msn.com
  Webmaster: Jerry_Lucas@msn.com
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