Get the Information You Need so you can Make Better Business Decisions
QuickBooks is the number one accounting software for small businesses. However, most people dive right into QuickBooks often making common costly mistakes – especially in the areas of job costing. We’ve worked with hundreds of contractors and other businesses, so our extensive experience and knowledge gives us unique insight to help you maximize your use of QuickBooks and save you time and money.
Because so many make common mistakes in QuickBooks, we start with an assessment of what you need QuickBooks to do, what you want QuickBooks to do, and your frustrations with QuickBooks. And since we know the capability of QuickBooks, we have other questions to determine what features you aren’t using that could benefit your business.However, most people dive right into QuickBooks often making common costly mistakes – especially in the areas of job costing. We’ve worked with hundreds of contractors and other businesses, so our extensive experience and knowledge gives us unique insight to help you maximize your use of QuickBooks and save you time and money.
Better Results Start with Setup – It’s all in the setup!
Many of our clients have problems in their setup when they first reach out to us – and they’re frustrated because they can’t get good data in their QuickBooks reports. In fact, sometimes they’re tracking information in spreadsheets because they can’t get it from QuickBooks. Does that describe you? Our free Common Costly Mistakes highlights some of the major mistakes. When working with our clients, we have a checklist to help you use all the features in QuickBooks that are appropriate for your business. We also provide guidance on proper setup – and how to correct the improper setup.
Our QuickBooks training is customized to YOUR needs at YOUR pace. You get work done while you learn, so you’re productive. We can record our remote sessions so you can watch as often as needed if you ever need a refresher.
Job Costing is one of our specialties. Some of the job costing features in QuickBooks aren’t obvious so many people miss out on helpful reporting. We help identify where the setup is lacking and provide training so you get the data you need to make better estimates and increase your bottom line. Our Mastering the Keys to Job Costing is a video series devoted to job costing and our Spring into More Profits video series has a section on job costing as well.
Spring Into More Profits
One area in which we excel is working with our clients to improve cash flow. QuickBooks may not be the easiest program to maneuver, but with a little help we can guide our clients to manipulate QuickBooks to their advantage. We help to identify the most & least profitable areas of business, streamline accounting processes, and increase cash on hand. Our Spring into More Profits video series has awesome information to help clients go deeper into their books and really understand the numbers behind the profits.
Save Time and Money- with our timesaving suggestions.
Streamlining workflow is another hallmark of ours and our clients love our timesaving suggestions and trainings. Implementing just a few of these powerful suggestions can often save you hours of time thousands of dollars. Who doesn’t want to save all those zeros each year! Both our video products include timesaving strategies, too – for both the business owner and the bookkeeper.
Access Data You Didn’t Realize You Could Get!
A common comment we hear after our trainings is “I didn’t realize QuickBooks could do all that!” We can help you gain the maximum impact from QuickBooks tailored to your specific business needs from setup, to data entry and to those important reports. We can even help you extract data to help you market more effectively.
Other areas where we often assist include recommendations for improving file performance, troubleshooting, discussing which method of remote access is best for your situation, and add-on products that integrate with QuickBooks.
“… Monica really helped me with job costing techniques such as setting up estimates, posting employee’s times against jobs (estimates), entering material costs against jobs and getting an overall look at how we are doing with jobs on an individual basis. Monica also helped with our tracking our employee’s times more precise by using the time sheets on QuickBooks. This has really improved our payroll day each week as it has saved a lot of time… ”
J. Holtz & Son, Inc.
I really enjoyed the class and learned a lot. You taught the class in an easy to learn way that I felt confident I would be able to run Quickbooks more easily and thoroughly when on my own! I am so glad signed up for the class. Thanks again!
Ed Mann Landscaping
“I am also extremely appreciative of the recommendations you gave us on how to utilize the software and reports to provide better job costing and budgeting features. Creating classes for each of the areas of our business helps us to see what services or locations are making a profit and which ones aren’t so we can give our attention to those areas. Memorizing our various job costing reports and cash flow reports makes it much easier to run the reports whether it is on a daily or weekly basis.”
Preferred Construction/Beach House Miracles
“The first time I contacted Monica, I learned more from her in one week, than I did all year trying to figure it out for myself! ….I tried once again to figure out a hard puzzle set up on my own. I spent two weeks working on it, in a ‘fake’ company. At the end of the second week, I called her, asked the question, and 15 minutes later I had a better solution working.”
CEO, Trident Alliance Corporation