QuickBooks Online Support
and Advisory Services
My goal is to help clients focus on their vision, their business, their family, not on their books.
I provide ongoing support throughout the year to ensure smooth sailing.
My clients know that if they have an issue, I am easy to reach and happy to help.
If I cannot resolve an issue, (yes, it can happen!), I have access to Elite Level support at Intuit.
Contact Me
If you answer YES to all questions, you do NOT need me.
File Review
Make better decisions – get peace of mind – with accurate reports. Don’t let anyone touch your file until they complete a Diagnostic Evaluation. A comprehensive evaluation provides an action plan for cleanup/catchup, training, and other improvements.
- Identify data entry errors and omissions
- Avoid costly fees and penalties
- Ensure data is current
Catchup/Cleanup
This is the key to a solid foundation and reliable reports.
- Troubleshoot and resolve issues that have mangled your books
- Classify/ Reclassify transactions and reconcile accounts
- Provide revised reports based on real information
Targeted Training
Learn what you need to know!
- Smarter, faster ways to use QuickBooks
- Enter data correctly and quickly
- Identify optimal workflows tailored to your operation
Automation
Harness powerful time-saving tools that improve your life.
- Bank Feeds (stop being a data entry clerk)
- Bank Rules (game changer!)
- QB Payments (get paid faster, pay lower processing fees)
- QB BillPay (pay others more simply)
- Scheduling (bills, invoices, recurring tasks)
- Workflow templates (available in QBO Advanced!)
Payroll oversight
Payroll demands attention to details, deadlines, changing regulations. It does not have to be burdensome!
- Selection of the optimal payroll service for your needs
- Initial setup of the settings and accounts to ensure that the Financial software and the Payroll software are talking to each other
- Review and customization of the settings and accounts when staffing changes occur
- Regular monitoring of tax payments, filings and warning messages
- Support using the new HR Mineral Platform (awesome new tool!)
Monthly Bookkeeping
The Basics
- Identify and enter missing transactions
- Delete duplicate transactions
- Reclassify transactions as needed
- Reconcile accounts
- Financial Reports
- 2nd pair of eyes on your books
Financial Reports
Basic reports look backward and tell us where we have been; they are essential for tax purposes and applying for loans. Custom reports can be created to provide management insight into our best customer or product or service and can help with marketing strategies. Other reports look forward and can help with budgeting and forecasting.
- Periodic Reporting – Monthly, quarterly and annual report options
- Discussion and understanding - accounting is just a backburner chore unless we turn the information into action
- Reliable reports are key
- 1099s - preparation and filing
Consulting & Strategy
Let’s look forward. Good reports make for better decisions.
- Profitability – Do you know what your best product/service is? Your best customer?
- Budgeting – great tool for measuring actual against a plan
- Forecasting – available in QBO Advanced; take out your crystal ball and project 3 years out
- KPIs - measurable, attainable benchmarks
QB migration
Change is coming. Are you prepared? Understand the differences between the QuickBooks Online and Desktop versions.
- Manage the challenges to ensure a smooth migration
- Includes a debrief meeting and actionable plan
Software Solutions and Discounts
There are 1000s of apps; some integrate well and others do not.
- Help with selection and integration with QuickBooks Online.
- Why not get a discount?
