All of the following
services are available
by purchasing our affordable
As CPA's and Certified Advisors and trainers,
our broad experience, enables us to do a quick analysis of your QuickBooks
needs and provide
accurate and expert advice and assistance at a low cost.
1.5 to 3.5 hours
Watch the transformation,
reap the benefits!
a. Correcting and modifying list items (chart of accounts,
customers, vendor, items) for optimum use of the software. Customized to your industry needs.
b. Suggestions for improved use of QuickBooks software. Reducing time spent on data entry and increasing important management data
is one of our primary goals.
c. Suggestions about office procedures to maximize productivity
d. Suggestions on internal controls to safeguard company assets.
e. If desired, on-line set-up of bank accounts and credit card accounts within QuickBooks.
Up to date cash balances and easy bank recs provide time savings benefits.
We walk you through the process and demonstrate on your desktop how it
e. Customize QuickBooks forms for a professional business look.
f. Clean up reports, transaction errors and other problem areas within QuickBooks
and QuickBooks payroll.
g. Set up the bank reconciliation feature for a smooth end of month close
in the comfort of
your offices, using your data!
We help you identify critical
We modify QuickBooks to meet these requirements.
We suggest what controls should be implemented.
customized to your needs.
a. Instruction on the software features optimizing company usage
b. Developing daily, weekly and monthly reports for tracking your business
c. Train the designated employee to interpret QuickBooks reports to seek out
red (and green) flags.
d. Train the designated employee on monthly procedures and the consequences of
ignoring these procedures.
e. Inform the owner of the procedures needed to safeguard company assets and train
the designated employee to implement internal control procedures.
f. Help with establishing standardized office procedures and job descriptions.
g. Develop procedures for job costing, tracking expenses and implementing
h. Customizing QuickBooks to handle specialized progress billing, estimating, and labor reporting
i. Set-up on-line banking and train on critical procedures to safeguard company assets
j. Set-up for on-line download of credit card transactions
(significantly reduces data entry)
k. Set-up and training on QuickBooks® payroll
QuickBooks seminar Information
Payroll deductions and the myriad of tax filings can be daunting.
But learning to do them correctly can save your business thousands of dollars
each year in outside service fees. We
can provide the assistance and training you are looking for to guide you
your payroll obligations and teach you how to complete the payroll tax returns with
Download our a free W-2 checklist. Completing this checklist will help
you identify mistakes before printing and mailing the forms. To
download, click on the
W-2 checklist link listed on our payroll tips page.
Training for a typical payroll includes:
While you watch and learn:
a. Set-up payroll to default to your most commonly used settings.
b. Set-up 1-2 employees of each type of employee (hourly, salary, f/t, p/t)
within your organization.
c. Enter an employee's year-to-date payroll.
d. Walk you through your first payroll
e. Create procedures & forms that will be used to simplify the process
and will be your guide for each payroll
f. At quarter end, walk you through the preparation of the 941form,
State forms and 940
g. After completing the training, we are available to review your quarterly payroll tax returns
After each step, we let you complete the remaining employees and check back
with you when you are done to review your work.
Our services are available nationwide using remote access technology.
We demonstrate what your next step will be - right on your desktop!
Click here to learn more about our affordable annual support
contract which includes these payroll training services plus a whole lot more
We offer hands-on training and will help you prepare the quarterly payroll tax filings
until you are ready to prepare without assistance.
you considered using the QuickBooks assisted or complete payroll
preparation - a pristine set of books make tax time a headache free process.
Most companies will benefit from using a QuickBooks Professional
Advisor. Easy to use remote access allows us to review your chart of
accounts, list items, and transactions to ensure they have
been posted to the right account and your reports are providing the correct
information you need. As we review your data and make adjustments we
let you know what actions you can take to reduce time spent on bookkeeping activities.
We teach, at your learning pace, new procedural techniques to maintain accurate
records and produce a professional image to your customers and
vendors. We make sure your system is set up correctly for optimum usage.
We have over 20 years experience helping small business gain a better
understanding of their industry; providing heads-up interpretation of
the financials; and, assisting the owner with a better understanding
of the industry and economy. We specialize in QuickBooks and how it
can help you. QuickBooks has become more sophisticated with
advanced features that will save you time and money and help you
manage your business. Having an expert guide through the
maze will reduce your stress, increase your efficiency and reduce your
professional fees at year end. Call us for a demonstration of
how we help 800-216-0763.
|We provide training and support to
the staff of CPA Firms.
We provide CPE for QuickBooks Seminars attended
We act as an "outsourced" QuickBooks Support Department for the CPA
|Discover which are the
best selling books for learning QuickBooks
As a Certified Public Accountant and QuickBooks®
Pro Advisors we are uniquely qualified to provide the solutions you seek
Strategies and help for a total small business solution