Description: McWilliams & Associates Inc. provides goods and services to Accountants and their small business QuickBooks clients for the purpose of improving the success of both. McWilliams & Associates Inc. is dedicated to business growth and profitability through education and support for our national and international clients and customers.
QuickBooks Success Tools — books, consulting, software, live seminars, etc. for improving accuracy and efficiency for QuickBooks users
McWilliams & Associates, Inc.
1480 Moraga Road, Suite C, PMB 385
Moraga, CA 94556-2005
Ownership: Privately held company
Kathy Lorenz, Office Manager
Key Markets: Accounting Professionals, Bookkeepers, QuickBooks Consultants, and their Small Business Clients who use QuickBooks(R) Accounting Software.
About McWilliams & Associates:
McWilliams & Associates, Inc. provides goods and services to Accountants, QuickBooks consultants, and the small businesses they serve for the purpose of improving the success of all. Specific emphasis is placed on QuickBooks® Accounting Software and related small business issues. We do not do tax work, only QuickBooks and related add-ons so there is never a conflict with other accountants.
Helping to Meet the Needs of Our Clients:
All of our products and services provide practical solutions for Accountants as they assist small business clients with financial and day-to-day operational issues. We offer a variety of tools to acheive this goal. By working with other Accountants and Pro Advisors who have the day-to-day relationships with the client, the best, most efficient solution is possible.
Custom Solutions Designed Specifically For Accountants and their Small Business Clients:
McWilliams & Associates, Inc. is based on a value system of integrity, honesty, and professionalism. A “hands on” approach in providing business solutions assures clients of specialized service for specific needs. Just as each individual is unique, so is each business. Taking the time to see and listen to what is working and what is not within the business pro-active suggestions on ways to improve are developed. By creating specific informational tools, the services provided to each business are able to be custom tailored to their specific needs. This extreme flexibility means that there are no two clients for whom the solutions are exactly the same.
McWilliams & Associates, Inc was founded in 1992 by Bonnie J. Nagayama, CPA. Bonnie worked with small businesses for over 20 years assisting owners balance the many requirements of owning and operating a small business in a cost effective, time-saving manner. She was a small business consultant, author and professional speaker on QuickBooks Accounting Software and Managing Your Business to Greater Heights. She spoke and wrote materials used by more than 4,500 CPAs on a variety of QuickBooks topics including how to help their clients use it more efficiently to achieve small business success. She was the recipient of the California CPA Education Foundation’s 2001 Award for Instructor Excellence. Bonnie was a respected and beloved member of the QuickBooks community and the Intuit QuickBooks Solution Provider program. After a hard-fought battle with breast cancer Bonnie passed away on March 3, 2017. McWilliams & Associates strives to keep Bonnie’s vision alive as we continue to help small business owners, CPAs and Bookkeepers find the right QuickBooks solution to fit their needs.