Do you want to UNDERSTAND YOUR financial statements?

I provide technical support for small businesses, bookkeepers, and accountants

You could set up or clean up your QuickBooks yourself, but in the long run, it could end up taking much longer than you anticipated. I have been “fixing” QB desktop & online files more than 25 years and have a myriad of tricks in my tool bag. I suggest starting off with a streamlined file and have fewer questions later. Business owners will understand the flow of QuickBooks and how things work behind the scenes. CPAs and bookkeepers who just simply don’t have the time to verify data files, can call me to ensure that everything is tracking behind the scenes, and that financial reports are accurate.

Often times new users want to use every single feature in QuickBooks. But most of the time, it is not necessary and ends up complicating bookkeeping and reports. For example, should you use the Accounts Payable feature? More often that answer is no, and the ramifications of inaccurate accounts payables can have real consequences with overstated expenses and inaccurate bank balances.

If you are a CPA or bookkeeper, I can be a helpful resource for adjusting accounts receivables, accounts payables and undeposited funds (without journal entries.)

Call for a free 1 hour consultation!

And. Please see the Services Tab for other training and expertise that I can provide.