Many new business owners know the ins and outs of their product or service but know very little about what I call the “business of being in business” – back end accounting and operational processes that often are overwhelming and confusing. My consulting services are designed for the entrepreneur or business person who needs help in these areas.
QuickBooks® Set Up for PC and Mac
- Purchase software if needed (receive ProAdvisor’s® 20% discount off retail price)
- Software installation and registration
- Customize file set up to meet current business’s needs and resources
- Create customized forms to include client logo
- Meet with client to discuss business reporting needs and accounting and operational resources
- Recommend CPA or establish contact with client’s CPA
(ensures financial statements will provide adequate information for tax preparation) - Train client on new processes or QuickBooks® functionality
- Educate key stakeholders about accounting fundamentals
- Assist with hiring a bookkeeper or support person
QuickBooks® Light and Comprehensive Clean Up for PC and Mac
- Recommend CPA or establish contact with client’s CPA (ensures financial statements will provide adequate information for tax preparation)
- Review file for financial accuracy
- Review file set up
- Obtain basic understanding of business operations and make file set-up recommendations
- Correct file set up if needed
- Work with client to clean up data
- Meet with client to discuss business-reporting needs as well as accounting and operational resources
- Train client on new processes or QuickBooks® functionality
- Educate key stakeholders about accounting fundamentals
- Assist with hiring a bookkeeper or support person
Quickbooks training for PC and Mac
- Create customized Quickbooks® training session based on clients needs, minimum 3-hour session
- Educate key stakeholders about accounting fundamentals
New Business Set Up
- Help establish business bank account or merchant account if needed
- Help obtain proper insurances for general liability and worker’s compensation
- Help establish re-sellers permit and educate client on basic sales tax requirements
- Provide basic information regarding payroll tax requirements for companies with employees
- Assist with hiring of payrolling company and implement all related accounting processes
- Recommend CPA or establish contact with client’s CPA
- Review entity legal status with CPA (ensures financial statements will provide adequate information for tax preparation)
- Educate key stakeholders about accounting fundamentals
- Set up QuickBooks® file and customize to client’s needs and resources
- QuickBooks® training
- Develop and integrate accounting and operational processes customized to the client’s resources and needs
- Assist with hiring a bookkeeper or support person