Please - do NOT fall victim to the siren song of do-it-yourself bookkeeping that the marketing folks at QuickBooks are singing. Concepts such as "if you can write a check, you can use QuickBooks" and "QuickBooks is built for butchers, bakers and candlestick makers" (both themes have been used in their advertising) will lull you into a very false sense of security.
To succeed with QuickBooks, you (or someone on your team) absolutely needs to have a solid grasp of bookkeeping. Otherwise, you may quickly offer up a comment such as this one - "QuickBooks is making me want to poke my eyes out!" Like any other tool, when used correctly, QuickBooks provides an incredibly robust accounting system for many small businesses.
There is a tremendous amount of functionality bundled inside the software. However, when used incorrectly, bad things can happen to good businesses, and boy, can they happen quickly! Get professional guidance to set up QuickBooks out of the box and to review your work on a monthly or quarterly basis.
To succeed with QuickBooks, you (or someone on your team) absolutely needs to have a solid grasp of bookkeeping. Otherwise, you may quickly offer up a comment such as this one - "QuickBooks is making me want to poke my eyes out!" Like any other tool, when used correctly, QuickBooks provides an incredibly robust accounting system for many small businesses.
There is a tremendous amount of functionality bundled inside the software. However, when used incorrectly, bad things can happen to good businesses, and boy, can they happen quickly! Get professional guidance to set up QuickBooks out of the box and to review your work on a monthly or quarterly basis.
Services
I have worked with QuickBooks doing bookkeeping for 17+ years now, for several different types of businesses.
I am doing the books for 80+ businesses currently.
The bookkeeping service provides several benefits to you and your store.
It of course frees up the time you spend maintaining your books to focus more on the growth of your store.
I will store copies of your QuickBooks backups for you each quarter to protect your data.
I also can submit a backup or accountant's copy each year for you to do your taxes, and am happy (and prefer) to work closely with your tax preparer.
I am doing the books for 80+ businesses currently.
The bookkeeping service provides several benefits to you and your store.
It of course frees up the time you spend maintaining your books to focus more on the growth of your store.
I will store copies of your QuickBooks backups for you each quarter to protect your data.
I also can submit a backup or accountant's copy each year for you to do your taxes, and am happy (and prefer) to work closely with your tax preparer.
Educate owner on recommendations on spending in particular areas to help set financial goals for company, save business money and earn more yourselves J I also run an Budget vs Actual spending report quarterly.
3. Payroll charges and check entry for each pay period, as well as breakdown of employer and employee taxes and payroll processing fees.
Reconcile/adjust all accounts including Checking Account(s), Savings, Register Cash, petty cash, Credit Cards, Loans, Inventory, Sales Tax (or other Tax Payable Liability accounts), Customer Credit, Interstore/multi-store Transfers, Prepaid Accounts, and Paid in Capital.
3. Payroll charges and check entry for each pay period, as well as breakdown of employer and employee taxes and payroll processing fees.
Reconcile/adjust all accounts including Checking Account(s), Savings, Register Cash, petty cash, Credit Cards, Loans, Inventory, Sales Tax (or other Tax Payable Liability accounts), Customer Credit, Interstore/multi-store Transfers, Prepaid Accounts, and Paid in Capital.
I specialize in helping small businesses with their Quickbooks and bookkeeping needs, and have done so for over 17 years for a variety of businesses throughout the United States.
By utilizing the bookkeeping service, you will gain more time to focus on other business activities, ensure your financial records are always accurate and up to date, safeguard against theft or incorrect operating procedures, and increase the financial performance of your company.
Are you struggling to find the time to maintain your books and yet need that information to make important decisions for the growth of your business?
By utilizing the bookkeeping service, you will gain more time to focus on other business activities, ensure your financial records are always accurate and up to date, safeguard against theft or incorrect operating procedures, and increase the financial performance of your company.
Are you struggling to find the time to maintain your books and yet need that information to make important decisions for the growth of your business?
If you are new to QuickBooks or bookkeeping in general, there are certain procedures you are going to want to know how to perform.
These 25 tips for QuickBooks and bookkeeping will lay down the foundation for a very tight bookkeeping system.
1. Reconcile QuickBooks Accounts - This is number one on the list for a reason: it is the most important task.
Reconciling your accounts is the only way to know that all of your transactions are recorded.
Make sure to reconcile all of your accounts, not just bank accounts.
These 25 tips for QuickBooks and bookkeeping will lay down the foundation for a very tight bookkeeping system.
1. Reconcile QuickBooks Accounts - This is number one on the list for a reason: it is the most important task.
Reconciling your accounts is the only way to know that all of your transactions are recorded.
Make sure to reconcile all of your accounts, not just bank accounts.
CEO and co-founder of Fundera, the most trusted marketplace for connecting small business owners with the best funding provider.
Ever caught a mistake while balancing your checkbook or reconciling your bank account statements?
If so, you know how easy it is to make an error.
Now take that easy-to-make error, which in your personal finances might be, at worst, a matter of $50 or $100.
Multiply it by the hundreds of transactions and the thousands of dollars coming in and out of your small business, and that innocent, no-big-deal mistake starts to look pretty scary.
Ever caught a mistake while balancing your checkbook or reconciling your bank account statements?
If so, you know how easy it is to make an error.
Now take that easy-to-make error, which in your personal finances might be, at worst, a matter of $50 or $100.
Multiply it by the hundreds of transactions and the thousands of dollars coming in and out of your small business, and that innocent, no-big-deal mistake starts to look pretty scary.
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