Proper Tracking Can Save You Money.

Have you been asking yourself how you can get a particular data and have no idea how to get started? I offer creative solutions that are sustainable and have worked with QuickBooks. I offer off-site or on-site training that is customized to your type of business, size, and information that is most important to your business. 

Have you tapped into the fullest potential of your accounting software?

Is your company utilizing the tools to track time and costs? Would you like to know if you're profitable? Or maybe you want to find ways to be more efficient and save money? QuickBooks is a user-friendly software that can be customized to help you run a more efficient business. 

Below are examples of how I help clients use QuickBooks beyond financial reporting.

1. Track sales commission based on sale by item and the ability to export data to track average man-hour rates for each job or project. 

2. Track projects by time, by items, and create timeline projections. Project management. 

3. Track company vehicle/ fleet maintenance costs and mileage. 

4. Sales rep reports to create sales projection. 

5. Customized reports to track cash flow and company operating expenses. 

6. Mine your customer's data for marketing purposes. 

7. Reviewing of QuickBooks data file for accuracy and proper bookkeeping. 

8. Detailed reporting for sales and expense items. 

9. Reconciliation reports and data entry review.

10. Utilizing QuickBooks and third party Customer Management Relations software.