QuickBooks is the most widely used accounting software for small businesses today. The Balance Sheet has the qualifications necessary to address the specific need of your business, and to help you achieve maximum results from QuickBooks. We are QuickBooks Certified Pro Advisors that can assist you with set-up, training and ongoing maintenance.
Whether you are converting your company's books to a QuickBooks product or starting a business using QuickBooks we can help ensure proper setup of your accounting software. We offer an Initial Consultation to small business owners.
We want to be sure your QuickBooks file is set up properly as this will assure ongoing support, ease and tax planning to be delivered in the most cost effective format.
We will help you select the right version of QuickBooks based on your computer platform and the specific type of business you are running. Using the correct version of QuickBooks is a big time and resource saver.
We will set up QuickBooks to run on your computer(s) and also set up your company within QuickBooks so it runs accordingly. In addition, we will set up a Chart of Accounts that is customized to fit your specific business needs.
We will initially train you on how to use the most important features of QuickBooks, including how to properly record payments and deposits, etc so you can keep your books. Once you are comfortable, we can expand this training to other elements.
We can deliver training at your location, ours- or remotely, whatever is more convenient for you.
If you have been working on your QuickBooks file and it is not correct, we will uncover the issues and make corrections, then show you how to manage these issues going forward so the file does not revert back to its incorrect state.
We provide ongoing QuickBooks support on all phases of the program for our existing clients on demand. Just like you, we want your books to be in good order as this makes our services more efficient and keeps fees down.
An important part of keeping a proper set of books and assuring that no numerical errors have been made by you or your bank is balancing your checkbook at the end of the month (A/K/A reconciling your bank account). We will show you how to do this using the QuickBooks program.
If you would like to pay your bills online, QuickBooks can be synchronized with your bank account and automatically record your transactions. This is not a requirement, but if you want this feature, we can set it up properly.
Depending on the type of business you are running, you will want certain reports daily, weekly or monthly so you can oversee your operations. We will help you determine which reports are best for you and then set them up within QuickBooks.
If you have a bookkeeper operating QuickBooks for you, we will oversee them to be sure he/she is entering transactions properly and be available to answer any questions your bookkeeper may have about your QuickBooks file.
If managing your credit card transactions is an issue for you, you are not alone. We will show you a variety of techniques to handle this so your life can be made easier and you are no longer bogged down in this area.
Depending on the type of business you are running, you may want to keep your Account Receivable on QuickBooks so you can track who owes you money. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly.
Whether you are using a payroll service or doing it yourself, we will show you how to enter payroll into QuickBooks.
Depending on the type of business you are running, you may want to keep your Accounts Payable on QuickBooks so you can track who you owe money to. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly.
Depending on the type of business you are running, you may want to keep track of your inventory on QuickBooks. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly.
Whether you have a new or existing business, a good management style is essential for success. Part of good management is anticipating results and thus budgeting plays a key role. We can show you which parts of your business need to be budgeted and how to go about it.
Send us an e-mail or call The Balance Sheet today at 480-948-1080 and ask for Jeff Thiede to discuss your QuickBooks accounting needs with an experienced Scottsdale CPA.
