Have QuickBooks Online or Desktop? Need help...

Ready to get your invoicing set up in QuickBooks? Let's add your products and services, create income accounts to help you track sales segments, and train you on the complete accounts receivable process in QuickBooks. 

Want to know which reports to pull to check outstanding invoices?

Are you tired of handwriting checks? Do you want to be able to print out multiple checks at once? Do you want to enter your bills and track the deadlines in QuickBooks Online or Desktop?

Let us help you get your Accounts Payable process setup and efficient.

How do I use the bank feed? Does QuickBooks actually know how to categorize this?  What is Match....why can't I just click add? My Bank Balance and QuickBooks Balance do not match....why? 

This is the #1 area where problems arise in QuickBooks Online! Let us teach you the correct process.

Are you trying to find a report but do not think it exists? There are so many ways to create and customize the reports to get the information you need to run your business. 

Let's work together to get you the numbers and KPI's you need to become more profitable and effective. Let's save it so you do not have to recreate it every month!

You keep hearing people ask if your accounts are reconciled, or you see the button in your QuickBooks but have no idea what this means. 

Let us help you learn how, and why you should reconcile your accounts. 

If you don't do it, your CPA/Tax Professional will reconcile for you…and they will charge you for it!

Are you confused on what to do with the Journal Entries that your accountant provided? 

Let's schedule a consulting session and we can enter them for you. 

Better than that, let us explain some of the reasons  your accountant created the  journal entries so next year you will have less to enter.

Who gets a 1099 at the end of the year?  

Which reports can make 1099 processing easier?

How should we ensure we get W9's from all vendors? 

Can we attach W9s in QuickBooks Online? 

Where do I enter Vendor information. Let us show you some best practices.

One of the top issues in companies QuickBooks accounts (Behind Bank Feeds) is 'Payments to Deposit'. 

I always describe this as a money bag, like the ones you hold cash and checks in to bring to the bank. The money in this account is money that is not yet deposited in your QuickBooks bank account. Let me show you how to clean it, and the process of how to actually use this account!

Need help creating a Chart of Accounts for your business, or need help cleaning it up and making it more concise. We can help! 

The Chart of Accounts is the backbone of your QuickBooks file, you need to get this right!

Let us build you an accurate Chart of Accounts that supports both your needs and saves you time and money at tax time.