QuickBooks desktop software and the QuickBooks online cloud based accounting system offer a flexible platform that will suit the needs of many small businesses, private investment companies, and high net worth family offices. As a Certified QuickBooks Desktop and QuickBooks Online ProAdvisor, I am always up-to-date on my knowledge of QuickBooks and have access to discounts and elevated support. I have over 10 years in implementing, optimizing and customizing QuickBooks across a variety of entity types, both in business and individual applications. As a CPA and former software implementation consultant, I can make certain that your QuickBooks system is set up effectively to produce books that are GAAP compliant and that are easily translated to data in your tax return, while maintaining that the reports it produces are useful for running your business.
Some of the QuickBooks Services I provide are as follows:
Installation and setup of Quickbooks and the Chart of Accounts
Proper setup of QuickBooks is crucial to establishing useful and relevant reporting for your business or your personal finances. I will work with you to assess your situation and evaluate and address your pain points. Together, we will determine a Chart of Accounts and items that need to be set up in QuickBooks, so you can access the reports that you need to do the following key tasks:
- Assess your financial situation.
- Develop goals and milestones.
- Track progress.
- Complete formal reporting required by governments, banks, and agencies (i.e., taxes, financial compilations for loans)
If you are in an industry in which compliance with a set of standards is required, we will work through those standards and set up a system that meets them.
Outsourced bookkeeping and payroll services
If you don’t have time to keep your books yourself or run your payroll and produce the reports required by your state and the federal government, I can help you. You can outsource the function a whole, or I can help you on a monthly or quarterly basis to make sure that you have captured your transactions completely and accurately.
QuickBooks cleanup
You may be running your accounting system on QuickBooks and find that it isn’t working for you. You can’t get data you need in your reports, or you can’t reconcile the QuickBooks cash to your bank. Something is wrong with QuickBooks. I can help you troubleshoot your QuickBooks installation and get the program working for you. Plus, I can take a look at the setup and optimize it for you to help you get the reports required to run your business and understand how you are doing financially. Having this data is key to understanding your costs and revenues and taking actions to maximize your profits.
QuickBooks system review, customization and updates
If you don’t have time to keep your books yourself or run your payroll and produce the reports required by your state and the federal government, my staff and I can help you. You can outsource the function to us as a whole, or we can help you on a monthly or quarterly basis to make sure that you have captured your transactions completely and accurately.
Enhancements and add-ons for QuickBooks
QuickBooks is a comprehensive accounting system for small businesses and multi-asset family offices, but it doesn’t always meet every needs. Intuit works closely with the accounting and technology community, and has a relationship with a wide variety of outside parties that have developed add-ons for the product that will meet specific needs or that will feed data to the product. I can help you to integrate QuickBooks with a variety of add-ons, including those that will do the following tasks:
- Track and import time into QuickBooks, so it can be merged with payroll and/or invoicing
- Pay bills via an invoice import and approval system (very useful for a family office)
- Comprehensively manage inventory using different standards that weighted average (built in)
QuickBooks reporting optimization
QuickBooks is comprehensive in the variety of reports that may be produced, however, these reports will only work properly if the system is set up properly and all transactions are captured. I will help you to get the reports you need by taking a bottom-up approach, examining what you do day-to-day and how QuickBooks is capturing all of the activity. We will then examine the setup of QuickBooks to determine if your setup contributes to data flowing properly to reports. For example, we can make sure your Chart of Accounts categorizes income and expense in a useful way. Or, we can look at how your invoicing process matches the costs of the products and services you are selling with the revenue they produce in a way that allows you to see your margins.
QuickBooks training
Are you looking for customized one-on-one training in QuickBooks or support? I can help you to produce customized training materials or to train your staff in a way that links QuickBooks to your specific accounting processes and setup.