Need Quickbooks Help? LP

Picking The Right Strategy

1. Product Tutorials - You have control, but with so much information, it quickly becomes overwhelming, especially, if you are not even sure what you are looking for.

2. Paid Courses - Better interaction, but you are in a class, working through curriculum. You will likely get the answers you need eventually, but for high priority questions, you will wind up waiting.

3. One on One Training - Get the answers you need right away. Ask direct questions about your most frustrating challenges and get interactive solutions in real time live video.

4. Hiring a Virtual Bookkeeper - Sometimes, you just have to focus on your strengths. If bookkeeping does not come easy to you, you're not alone. Almost 40% of entrepreneurs say that bookkeeping is the most frustrating part of their job. A virtual bookkeeper can do all of the hard work for a fraction of the cost of a full time employee, and for none of the frustration when doing it yourself.

Some of what we can help with...

Chart of Accounts Setup

The Chart of Accounts is the backbone of your accounting system. Understanding which accounts are needed makes booking transactions simple and straight-forward. We know what the IRS and your CPA require.

Entering Transactions

Chart of Accounts Setup

Understanding where each transaction goes can be tricky. Going through the process of booking each one can be daunting. We can evaluate every transaction and match it with the right account.

Setting Up Vendors

Chart of Accounts Setup

Setting Up Vendors

Do you pay the same people and companies over and over? Setting up vendor profiles allow you to go back in the history and make sure everything was booked correctly.

Setting Up Clients

Hourly One on One Training

Setting Up Vendors

Reviewing invoices for your clients can help you with setting pricing, payment terms, and special incentives. Creating client profiles and nesting all related invoices in those profiles makes for easy tracking.

Monthly Reconciliations

Hourly One on One Training

At the end of each month, you have to reconcile all of the transactions and then close out the month. Getting this right the first time and in real time saves time and money.

Hourly One on One Training

If you are a Do-It-Yourselfer, we can train you and your team on how to do all of your day to day bookkeeping, wherever you are via Zoom. You even get the recorded video of our session.

Need Help with QuickBooks Online?

Picking The Right Strategy

Some of what we can help with...

Chart of Accounts Setup

Chart of Accounts Setup

Chart of Accounts Setup

Entering Transactions

Chart of Accounts Setup

Chart of Accounts Setup

Setting Up Vendors

Chart of Accounts Setup

Setting Up Vendors

Setting Up Clients

Hourly One on One Training

Setting Up Vendors

Monthly Reconciliations

Hourly One on One Training

Hourly One on One Training

Hourly One on One Training

Hourly One on One Training

Hourly One on One Training

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