Quickbooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here are 10 reasons why you should be using QuickBooks.

  1. You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.
  2. You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you’re making money and whether your business is healthy.
  3. You save money because QuickBooks is so affordable. You can use it to run a $5 million or a $25 million business for a few hundred bucks. Accounting software is truly one of the great bargains in business.
  4. Your business can grow with QuickBooks. QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan for the future. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.
  5. You can customize QuickBooks to work the way you want. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for contractors, retailers, health care professionals, and non-profit organizations.
  6. You can rest assured knowing that QuickBooks is a stable, reliable and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. You can’t go wrong with a software program with such an extensive installed user base.
  7. You save typing time and errors by sharing data between QuickBooks and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT.
  8. You will get paid faster with QuickBooks online payments. E-mail an invoice or statement and with QuickBooks Online Billing, your customer can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!
  9. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don’t have to enter the same data twice. 
  10. You can pay your bills and handle your banking online. Setup your current bank account in QuickBooks, and you’re ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest! 

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

How much does it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.

As with any accounting software program, installation and training take time – time taken away from managing your business. Here’s a short list of the services we provide during your QuickBooks setup:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your QuickBooks starting date.
  • Loading your chart of account and balances as of that starting date.
  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.
  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
  • Entering your transactions since your starting date into QuickBooks
  • Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is “on the right track”.
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

Why choose one-on-one attention instead of taking a class?

  • We come to your location.

  • We focus on the individual issues facing your business.

  • We will be there to answer your specific questions and concerns.

  • No need to spend time on features that don’t impact your business!

Call today to set up an appointment.

We will come to your location!!

Never Hesitate to Ask a Question!

QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records.

Employees in your accounting department will find comfort in knowing an expert in QuickBooks is only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.

How much does it cost? $20 per question.

Questions may be called in, left on voice mail, faxed or sent via email. A Certified Professional Advisor who specializes in working with QuickBooks will respond with a detailed solution to your problem or question, usually within 24 hours.

100% Money Back Guarantee: If we cannot adequately resolve your problem or question, your money will be refunded 100%, guaranteed.

QuickAnswers keeps your employees on task.

Overhaul your accounting system with a QuickBooks Tune-up.

Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you’ll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.

Tune-up Topics:
  • Reviewing your transactions for the year
  • Cleaning up stray entries
  • Customizing reports
  • Balancing general ledger to subsidiary records
  • Additional personalized training

A QuickBooks Tune-up is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money!

Yes! I’m interested in the QuickBooks Tune-up service. Please call me to schedule a time when we can meet.

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With its fast and easy setup, QuickBooks Online is the next generation of QuickBooks.

QuickBooks Online organizes your financial information all in one place, so everything is easy to find. It simplifies all your accounting tasks and presents the information you need exactly the way you need it.

It’s easy to switch from a desktop version (Pro, Premier, Enterprise or Desktop for Mac), and with QuickBooks Online you have online access 24/7 anytime, anywhere (mobile access included). It’s easier to use and more flexible than ever, so you can organize your business finances, pay your employees, get paid faster, keep track of expenses, sales, and income, and create and send custom invoices with your company logo in minutes.

QuickBooks for Self-Employed makes it easy for sole proprietors, LLCs, partnerships, nonprofits, independent contractors and freelancers to differentiate between business and personal expenses by automatically categorizing expenses, allowing you to see your total income, expenses, and profit quickly. It also enables you to set aside money for quarterly estimated taxes so you can avoid missed deadlines, and a simple upgrade allows you to export your Schedule C to TurboTax so you can pay your taxes online. When you’re on the go you can use the mobile app to track–and differentiate–your business and personal income and expenses with ease.

If you haven’t ever used QuickBooks before, then QuickBooks Online for Small Business is the best place to start. Its new user-friendly interface looks similar to the QuickBooks desktop software.

You can choose from four plans: QuickBooks Simple Start (general business and nonprofits), QuickBooks Essentials (retail and e-commerce businesses), and QuickBooks Plus (professional and field services). New for 2019 is QuickBooks Advanced for 5+ users with a dedicated customer success manager and QuickBooks training.

High-speed Internet connection recommended). The QuickBooks Online mobile app works with the iPhone, iPad, and Android phones and tablets and integrates with apps such as PayPal, Zingr, Bill.com, and TSheets Time Tracking.

Key Advantages:

  • Mobile credit card processing

  • Automatic payment reconciliation

  • Automatic backup of data + sync data from bank accounts automatically

  • Pay Now payments feature where your customers can simply click a Pay Now link on your invoice to pay you instantly online via credit card or bank payment

  • 1-click reports like Profit & Loss and Balance Sheet

  • Capture receipt photos on your mobile device and attach them to your QuickBooks expenses

  • Separate business and personal expenses with a single click.

  • Send and track simple invoices.

  • Maximize deductions with Schedule C categorization.

  • Calculate quarterly estimated taxes automatically.

  • Secure bank-grade encryption.

What’s New:

  • Ability to track projects

  • Track inventory

  • Manage 1099 Contractors

  • Manage Bills

  • Multiple Users

  • Track Time

  • Track Miles

Frequently Asked Questions

We take care of your books for you, so you can get back to the job of running your business and generating profits.

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We offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best–running your company.

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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks’ many features.

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