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.
Our QuickBooks Package includes:
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:
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:
A 3-4 Hour Onsite Consultation is customized to address the issues most important to you. Common topics include the following issues:
Goal-driven solutions-Sometimes, we get so caught up in the daily operations of our business, we can’t see the forest through the trees. By trying to “do it all,” the business owner becomes the biggest bottleneck to team productivity, scalability, and success. Together, we will review processes, simplify, introduce back-office technology and support that will help you regain your sanity and allow you to scale.