QuickBooks Consulting

Kansas City QuickBooks ProAdvisor Specialist

We offer a free one-hour meeting to help you decide if our services can help you! We specialize in the following areas related to QuickBooks: Company Startup, File Clean Up, Bookkeeping, and Consulting.

Call and see why it is important to use a local CPA as your trusted Kansas City ProAdvisor.

QuickBooks Training

We are here to help train you or your team with QuickBooks.  Our training program is tailored to fit the needs of each business.  A typical training session will first include a discussion of your training goals.  Next, there will be a training meeting.  Lastly, a summary will be provided outlining the training session and items addressed.

QuickBooks Tips and Tricks

1. When creating a new company file use the setup wizard to guide you.
2. Use a chart of account numbering system. (sample chart of accounts)
3. Use the sample companies provided as a guinea pig.
4. Once you become familiar with the software go to each personal and company preference to tailor as needed.
5. Setup items correctly the first time.
6. Use batch entry and batch add function if a lot of data entry is necessary.
7. Use the reminder settings.
8. Make sure to recorded sales tax payments, payroll liability payments, accounts receivable and accounts payable transactions correctly.
9. Set the company file to backup automatically.
10. Whenever possible reconcile each balance sheet account.
11. Use the closing date feature to prevent changes to a prior period.
12. Use prefill setting to speed up data entry.

Choosing the right software is an important decision and that’s why we are here to help. See our brief descriptions below to help you choose the software that’s best for you; Or, for an even greater in-depth comparison, visit the Intuit Product Comparison page.