Certified Quickbooks® ProAdvisor
QuickBooks® is a powerful accounting software program designed
for today's growing small business. The program can deliver more
than just numbers. The software can provide meaningful management
reports that can help you make critical business decisions. For
example, the program can provide the amount of sales made over a
certain time period, but with a little additional work you can track
where the sales are coming from in terms of referral sources.
When we realized that QuickBooks® was an excellent tool for a
small business we decided to become experts
in the program. In 1997 we began teaching
the program at Harper College where it
is offered as a 12 hour course. By teaching and supporting clients
with this software we have gained valuable experience that can
be applied to your specific situation. We can support QuickBooks®
both:
On-Site Consulting
A typical session lasts between 2 and 3 hours. If more time is required,
we recommend additional meetings since there
is a significant amount of information to
absorb. Prior to the session, it is valuable
to put together a list of goals to be accomplished
in the meeting.
Over the past few years we have assisted
over a hundred busineses with their QuickBooks® software.
We found
that the most common areas of assistance include:
| |
Payroll set-up & maintenance |
Troubleshooting transactions |
| |
Job and project costing |
Item set-up & design |
| |
Set-up of data file/conversion |
Accounting adjustments |
| |
Invoicing & billing |
Data entry review |
Off-Site Consulting
Questions on how to record a transactions in QuickBooks® inevitably come-up.
Our goal is to deliver timely solutions to these questions. In most cases a
telephone call and a copy of your date file, we can walk you through the solution.
If the question is generic it may be resolved without access to your data file.
QuickBooks® back-up data files can be easily emailed to us so that we can be
looking at the same thing you are.
Finally, using internet technology, your data file can be maintained by a third
party which allows you to access the data at any time. It would also allow
anyone you authorize to access the data to review data and make changes.
Occasionally, you may need to post a number of adjustments to your file or
have certain transactions reviewed. By emailing the file to me I can make the
necessary changes and send the file back to you. It's amazing how easy it is
to support clients in Florida and California using this technique.
As technology progresses the off-site support options become even more numerous.
Using any of these methods will allow your business to run smoothly as accounting
issues get resolved. |
