Need help taming that box of receipts?
Employees looking for tax forms?
QuickBooks file not quite ready for tax preparer?
We can help!
Call us today at 302-538-5611
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Let's talk about QuickBooks©.
There are some pretty amazing accounting software products available today. Many are designed to be easy to use for the novice bookkeeper or business owner and at the same time, are incredibly comprehensive and powerful - if they are set up properly and used to their fullest potential.
Intuit QuickBooks© is a perfect example and is very popular for small and large businesses alike. As a current QuickBooks© Pro Advisor and avid user of the software since the 1990's, I have repeatedly called on this software to do some seriously heavy lifting when it comes to everything from running day to day operations to sophisticated reporting for both audit and tax return preparation.
As with any software program, initial set up is absolutely crucial. First, you must understand the way in which your business depends on vital information, in what format you need it, who will use it and how often. Once you can communicate this clearly to your software, then and only then, can you expect it to provide you with truly meaningful results.
Sometimes, all that is needed is a new look at an old file from someone who can not only make suggestions as to how it can be enhanced, corrected or improved, but can actually show you how to do it! Routinely, we work with people who have been using QuickBooks© for years and have just gotten accustomed to the various items they can't explain or have developed methods to work around the issues in their files. Many just have holes in their training or just need some fine tuning.
If this sounds like you, give us a call or fill out the Free Consultation Request Form on this page and let's see if we can fix your QuickBooks© file in time for tax season.
" Why does this amount keep showing up? I thought I got rid of it last month."
"I know I paid this vendor completely, but they still have a balance on the screen! What am I doing wrong?"
"These reports are just plain wrong. I can't rely on them myself - so I'm certainly not giving them to my loan officer."
"It seems like we're just using QuickBooks as a check book. I thought it was supposed to do all of this great stuff."
"My bookkeeper is great, but the reports she gives me are not what I need. How can I get her some help without making her feel like she's not doing a good job?"