Includes 2 hours of personal remote training and one month of support for subjects covered in the training session.

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Covers how to:

• Enter and pay bills

• Invoice customers and receive payments

• Set up inventory items

• Link bank accounts and categorize transactions

• Reconcile bank accounts

This plan is geared toward experienced users. Includes 2 hours of personal remote training and two months of support to help optimize QB.

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Sessions are tailored to:

• Answer specific questions

• Demonstrate how to fix problem transactions

• Create custom reports -  filter and summarize transactions to focus on goals

• Explain the impact transactions have on financial statements. 

• Provide industry specific tips and tricks

• Create cash flow and budget to actual reports​

Start a new company file in QB Online or QB desktop with beginning balances but no historical data. 
 

• Tailored chart of accounts

• Import vendors

• Import customers 

• Set up classes / properties

• Set up bank feed 

• Record beginning balances

• Customize preferences to optimize for industry

Create a new company file with historical data imported from another accounting package or from Excel spreadsheets.

 

• Import chart of accounts

• Import vendors

• Import customers 

• Set up classes / properties

• Set up bank feed 

• Customize preferences to optimize for industry

• Import expense transactions

• Import income transactions

• Reconcile bank accounts and credit card accounts

• Email and telephone support​

Improve Processing to Maximize Efficiency 

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This is highly customized service dependent on the bookkeeping environment. Time is spent understanding the owner's business requirements and the current workflow. ​

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Services provided in the past: 

• Set up bank feeds to minimize data entry 

• Set up system to scan receipts and bills create rules in bank feed to speed up account classification of expenses 

• Improve managerial reporting.

• Modify chart of account to align with report detail requirements.

• Create items and jobs to allow for easier filtering and summarizing of data. ​ Set up classes to enable reporting by business segments. ​Assign vendor types to enhance report filtering.

• Job Costing process and reports ​

• Create items and jobs for better tracking of expenses and income

• Customize Job Profitability report​

• Create Custom Reports 

• Maximize QB reporting capabilities to create reusable custom reports

• Link QB data to Access or Excel Power Query/Pivot tables to create specialized report​s

Produce accurate monthly financial statements and review with business owners.

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• Categorize transactions

• Reconcile bank and credit card accounts

• Record adjusting entries 

• Record loan payments and interest expense

 

• Sales Tax Filing

• Bankruptcy Court filing 

• Budget to actual reports 

• Forecasting and Projections