Problem: Would like to use QuickBooks to more easily track financial transactions; but, not sure how to set it up.

Solution: We can set QuickBooks up for your business; or, guide you through the process to ensure that things are set up in the most efficient way for your business.

 

Problem: Just purchased or have had QuickBooks for awhile; but, don’t really know how to use it properly.

Solution: We offer one-to-one QuickBooks training by the hour; or, regular QuickBooks seminars for a reasonable fee (less than $20).

 

Problem: Despite numerous efforts to stay on top of the bookkeeping, things have fallen behind and now there are no accurate up-to-date reports to help make business decisions; or, tax time is here and the books are not ready.

Solution: We offer catch-up services to get business owners back up to speed.  We can either bring them current; or, help them to always have current books by offering ongoing data entry help.

 

Problem: The bookkeeping has been getting done (either by business owner or someone else); but, the reports do not seem to be accurate or the bank reconciliations don’t come out, or there are errors that nobody is sure how to fix.

Solution: We can review the books to identify errors and either advise on how to fix them according to proper accounting procedures; or, we can perform the clean up for the business.  This may be necessary if the clean-up is extensive.  This type of work can be sensitive, especially if there was someone other than the business owner entering the data.  We do not want to make anyone feel bad about their errors; or, like their job is in jeopardy (if it is, they won’t find out about it from us).  Therefore, we approach these types of situations with sensitivity and coach rather than correct.

 

Problem: There are just not enough hours in the day to be all things to all people!

Solution: Bookkeeping is one of those necessary evils that most people would rather avoid doing because it does not add any revenue generating value to the business.  We can provide ongoing data entry services to free up time for business owners and their staff so that they can focus on what is really important.

 

Problem: My bookkeeper is taking a leave of absence (maternity leave, sick leave, etc); but, the bills still need to get paid! OR I had to let my bookkeeper go or my bookkeeper has moved onto greener pastures; but, I don’t want to just fill the chair with a body.  I want to take my time and find someone who will do a great job.

Solution: We can offer temporary bookkeeping services until your bookkeeper returns or until you find the right fit for your business.  This protects you from making rash decisions just to avoid falling behind.