Business Consulting
At BizPro, we turn complex numbers into clear insights that drive smarter decisions. Transparent reporting and forward-looking analysis gives you the confidence to better understand your business and guide it with precision.
We streamline financial processes, tighten internal systems, and build structure around your operations so that your business runs more efficiently and achieves growth and success.
We can help you identify opportunities, plan strategically, forecast cash flow and strengthen the financial foundation that powers long-term success and guide you toward achieving your goals.
QuickBooks Support
While we can’t magically create more time or money for you, we can help you maximize both by showing you how to streamline your company’s accounting and bookkeeping needs with QuickBooks.
We will conduct an in-depth survey of your current IT configuration and installed business and accounting systems. We will then recommend the optimal QuickBooks version to support your unique management style and accounting operations. If you are currently using QuickBooks desktop, we may recommend migrating to QuickBooks Online.
When you partner with our firm, you can rest assured that our professional setup and support will position your business to receive the greatest benefits QuickBooks has to offer.
We can create templates to help your business run smoothly and design professional invoices that facilitate prompt payment for your services. At tax time, you’ll only need to provide minimal input because QuickBooks keeps up all year, tracking sales and expenses so that your records are always organized. And we are certified income tax preparers!
We’re with you every step of the way, making sure you stay informed about your business finances. We will work with your management team to develop a long-term business plan.
Desktop to Online Migration
Why Convert to QuickBooks Online?
Real-Time Collaboration Across Teams
QuickBooks Online Advanced enables multiple users to work simultaneously with shared visibility into financial data, transactions, approvals, and reporting. Sales, operations, finance, and external accounting professionals can collaborate more efficiently using a centralized system that automatically updates in real time. This improves accuracy, shortens reporting cycles, and helps eliminate version-control issues commonly associated with desktop file sharing.
Automatic Updates and Continuous Innovation
With QuickBooks Online Advanced, software updates, feature enhancements, and security improvements are delivered automatically by Intuit. Businesses no longer need to schedule disruptive upgrades or purchase new desktop versions every few years. Organizations benefit from ongoing innovation, improved functionality, and access to the latest accounting tools without additional installation effort.
Enhanced Automation and Integration Capabilities
QuickBooks Online Advanced offers powerful automation tools and integration options that streamline financial workflows. Businesses can automate recurring invoices, expense categorization, approvals, and reporting while connecting seamlessly with hundreds of third-party business applications including CRM, payroll, ecommerce, inventory, and payment systems. These integrations help reduce manual entry and improve operational efficiency.
Improved Visibility Through Advanced Reporting
Executives and finance teams gain access to customizable dashboards, KPI tracking, and enhanced reporting capabilities that provide greater visibility into company performance. Real-time financial insights allow leadership teams to monitor cash flow, profitability, expenses, and operational trends more effectively, supporting faster and more informed business decisions.
Our promise and goals
Expert Consulting
We do it right the first time
Our objective is to seamless integrate our clients' business systems with QuickBooks. We reduce or eliminate manual processes.
Our team
After graduating from the U.S. Coast Guard Academy with a degree in Engineering, Pete served as an officer on several assignments in the Pacific and in California. During his six years in the Coast Guard, he was Commanding Officer of two Coast Guard units.
His information sciences career includes systems design and development positions at IBM, EDS and Intel. He possesses superior technical skills, with a focus on accounting systems, database management. systems development, and financial analysis and reporting.
Pete served in project management roles designing, developing and managing major co-branded credit card incentives projects at Chevron and Household Financial Services.
Over the past 15+ years, Pete’s practice has focused upon enterprises whose business systems are integrated with QuickBooks Online or QuickBooks Desktop. Pete provides professional consulting services to businesses throughout the San Francisco Bay Area. He seamlessly integrates QuickBooks with his clients’ accounting systems, web sites and other business management applications.
Pete Bornstein
Business consultant & tax expert
Contact us
Cell: (925) 216-9469
E-mail: bizpro@comcast.net
At the heart of San Francisco Bay Area in Danville