"With roughly 4 million users, QuickBooks is the #1-rated and best-selling financial software for small businesses. So, how can we help? We can:
Implement QuickBooks for you (we can do it all), or
Get you and/or your staff up to speed fast if you want to do more of it yourself"
Let us do it!
Let us keep your books and records up to date using Quickbooks! It can not only save you time and frustration, it can also allow you to focus on what you do best, your business! Plus, with our significant business advisory experience, we have the ability to make your financials work for you, not just be a headache needed for taxes.
The Costliest QuickBooks Mistakes
Although QuickBooks is popular because it can be used by small business owners and bookkeepers who have little or no accounting experience, there is still a learning curve and a chance that some entries may not be entered correctly. Here are a few of the telltale signs where we can likely save you time, money, and headaches:
There’s a long list of trouble spots that can occur in QuickBooks, and you’re not alone if you’re having challenges. That’s why we offer a data file analysis when you first come to us. That gives both of us a list of action items that we can work from to help you locate trouble spots, get them corrected, and get your bookkeepers trained to enter the data correctly and keep it clean.
In-Depth QuickBooks Expertise
These days, understanding how to best use QuickBooks has grown into its own set of skills apart from traditional bookkeeping experience. Even the best bookkeeper must spend extra time getting to know how to use QuickBooks in order to enter all of the transactions most efficiently and accurately.
We’ve gathered our QuickBooks knowledge across multiple years, multiple versions, multiple companies, and multiple industries. We can take all of the great ideas we see at training conferences and apply them to help you get your accounting done more effectively.
Some of the ways we can help you make the most out of your QuickBooks software include:
Do it Yourself (with a little help from us)!
When it comes down to it, most people end up letting us do it for them, but if you’re a do-it-yourselfer, there are many ways to learn QuickBooks:
In most cases, trying to learn it on your own, ends up costing you more in the long-run.
Speed Through Your Learning Curve
By far, the most time- and cost-effective way to learn QuickBooks is to hire a QuickBooks trainer that is certified in the software. And that’s what we do.
With our QuickBooks knowledge, gathered across multiple years, multiple versions, multiple companies, and multiple industries, we’ll help you speed through your learning curve so you can be productive fast.
We can tailor a training session to your exact needs. We won’t spend time on what you already know; we’ll cover the gaps you need filled in to help you use the software in the most effective and efficient way for your business.
Your Place or Mine
We can come to your office (within 100 miles) and sit with you as you learn the software.
Or we can avoid the travel expenses, log in to your computer remotely so we can see the screen as you type, and provide a remote training session that is just as customized as the one we’d conduct at your office. Technology is amazing, and will help you keep your training costs low.
Mistakes in Your QuickBooks Files
The great thing about hiring a QuickBooks trainer is that we can spot, correct, and prevent costly mistakes that your bookkeeper may be making when posting your transactions. If you go a whole year making the same mistake, correcting it at tax time can be a costly nightmare.
When you hire us for training, we won’t let that happen; we can run your file through a checklist of common errors to make sure your transactions are recorded properly. Then we’ll train you on the right way to enter QuickBooks transactions so your financial numbers stay right and your QuickBooks data file stays clean all year long.