"We focus on your QuickBooks so you can focus on your business"
QuickBooks Support
So you've been using QuickBooks for a while and have the basics down. But now you've come across questions and issues and don't know where to turn.
You shouldn't have to waste valuable time searching Google for answers to your questions, only to find out that the answers don't address your specific situation and needs. That's frustrating and as a business owner you want to focus on your business - not your bookkeeping.
Wouldn't it be nice to have someone that you can contact directly to answer those questions? We are here for you. We will answer your questions and help you solve your issues.
QuickBooks Training
You've downloaded QuickBooks, set up your file and started entering data. Now what? Where to begin? How do you invoice customers and receive payments? Should you use Write Checks or Enter Bills? How do I reconcile?
Or... have you been using QuickBooks for a while but aren't sure you are using it as efficiently as you could? Have questions but don't know where to turn?
We can help! We offer personalized QuickBooks training and will teach you how to use QuickBooks to better understand and manage your business.
Regular Check-ups
Want an expert to review your books and make sure everything has been entered everything correctly?
We provide peace of mind. You do all of the data entry; we reconcile and make sure everything is classified correctly, correct any issues with Accounts Receivable and Accounts Payable, and so much more. We can even fix the issues you didn't even know you had!
Monthly and Quarterly reviews can help ensure that the end of the year tax preparation process will go more smoothly and be less of a hassle.
We offer monthly or quarterly pricing, customized for you and your needs. Contact us for a free quote.
QuickBooks Troubleshooting
You know your QB file has issues, and your reports don't look right, but you're not exactly sure why or how to fix them. What are Undeposited Funds? Why are there Unapplied credits on my Aging reports? How do I fix these old accounts on my Balance Sheet? No worries - we fix all of that.
We always say: “You don’t know what you don’t know”. But we know! We know what issues to look for and even more importantly, we know how to fix them! With over 20 years of QuickBooks experience and working with small businesses we feel confident that we can clean up your QuickBooks file…. So you can get back to growing your business!
QuickBooks
Set Up
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Setting up QuickBooks correctly from the beginning can help save you time, frustration, and money – trust us! It’s much easier to get help from day one and that’s where we come in.
We can set up your QuickBooks software and customize it to your specific industry and needs. Do you need multi-users? Desktop or Online? How do I set up my Chart of Account? How do you set up payroll? These are all questions we can help you answer before you even begin.
Congratulations on receiving the much needed Payment Protection Program (PPP) funds! So now what? The best time to start tracking how those funds are spent, and to make sure that your information is current and accurate, is now!
QuickBooks is an excellent tool to track PPP funds... but it can also be confusing and intimidating if you're not sure how to go about tracking the funds in the simplest, most efficient way. You're certainly not alone! We've been hearing from a lot of our client s who are looking for guidance on the next steps to take so we've prepared this guide to help you choose the best method (s) for your situation, as well as provided detail instructions on how to record transactions and prepare reports.
