Our QuickBooks Setup also includes consulting with you to help you understand and use balance sheets, income and cash flow statements to your advantage. From making price adjustments to scaling back on certain clients and expenses, or splurging on a marketing project, having accurate, real time data will give you the power you need to eliminate risk and make wise decisions about your business’ expenses and growth plan – in just a few minutes a day, giving you more time to focus on other important tasks.
First step: Phone consultation to determine which Intuit Product is best suited to your needs prior to onsite setup
Next step: ONSITE CONSULTATION to include:
Has it been a while since you filed taxes? Are you trying to close on a loan and need historical financials for your application? We will accurately and efficiently get you up to speed so that you can hand off financial documents to your tax preparer or banker.
Does this describe you? You or your accountant are having a hard time making sense of your files because you really don’t understand what a Chart of Accounts is, or the difference between liabilities, assets, expenses, incomes and what, COGS??? If so, we’ll help you reconcile back as far as needed to get you up to speed and give you a good starting point going forward. We can show you how, with just a few minutes of your time each day, to utilize a vast amount of information in your QuickBooks to improve your business:
All those numbers tell a story, but if you don’t know how to use the data, your story could become a nightmare! No need to lose sleep over tax time arriving because our training will give you the tools you need to take back control and feel confident that you are prepared.
You would be responsible for: