-Greggory A. Bruce, CPB
Allow me to show you how to use QuickBooks® accounting software to manage your business's finances, from creating accounts to organizing customer, vendor, and item records. You'll learn many of the QuickBooks® core features, including recording bookkeeping transactions, such as bills and invoices, and reconciling accounts and managing company files.
Using menus and the home page, Creating and customizing your company file, Setting up a chart of accounts, Setting up customers and vendors, Setting up items for services and products, Setting up sales tax, Creating purchase orders and bills, Invoicing customers, Receiving payments, Depositing funds in a bank account, Working with bank accounts and credit cards, Backing up and restoring your company file.
Do you work in your den, perhaps in your home office, or in a company office? Regardless of where you do your work, staying organized can pose one of your biggest challenges as a business owner. Many folks let filing and organizing lapse during busy times and think they'll deal with everything when they "have the time."
Beware of clutter, as it often takes on a life of its own. A messy desk, and chaotic filing system siphons off your time, energy, focus and productivity. Allow me to demonstrate to you the "FAT" system, and help you put an end to paper shuffling and disorganization.
Whether you have an existing business or are just starting your business, I can help you track your financial progress. Accurate bookkeeping is an essential part of every successful business. Your new books can be set up using QuickBooks® accounting software, or for an existing business, we can use a QuickBooks® company file you already have in use.
Setting up your books at your office is quick and easy, or I can set up your books using QuickBooks® Online. Secure remote access to your company file is available through LogMeIn® software should you wish me to access your computer remotely. Regardless of how your company is set up, I'm available to pick up your paper records as required and keep you on track.