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• Help you pick the right QuickBooks program (there are six (Simple Start, Pro for Windows, QuickBooks for the Mac, Online, Premier plus many sub categories [Contractor, Retail, Professional Services, NonProfit, Manufacturing & Wholesaling, and Accountant], Point of Sale (usually used to track the sale of inventory and/or in a retail environment), and Enterprise) for your business, assist you in buying it for up to 20% off the cost of your choice of software. (Hey, we can use a break and a little savings), and converting company files from other software programs such as Peachtree, Microsoft Small Business and Office Professional or Express Accounting, and Quicken;
  
  
• Set-up your initial financial Chart of Accounts applicable to your business (something software can't personally provide) including bank, petty cash, employee advances, fixed assets and other assets, credit cards, loans, payroll, sales tax payable, and other liabilities, taxable and non taxable sales or services, billing rates, custom prices, fixed or nut expenses (the bills you have to pay every month) versus variable and setting up tax lines for most accounts to make it easier to file your income tax returns and save on your accountant's fees;
  
  
• Explain why your chart of accounts should be numbered and when you should use classes;
  
  
• Set up your accounting software for On-line Banking for real-time knowledge on where your account balances currently are at including some credit cards (unless you like to pay over limit and NSF fees). However you are responsible for confirming with your financial institution that they offer downloads into QuickBooks or in a format that you can import into your company file;
  
  
• The proper way to record personal credit card charges so you can reimburse yourself;
  
  
• Show you how to turn on certain accounting preferences in QuickBooks related to your business;
  
  
• Establish correct service or inventory items, classes, and adjusting Inventory (and if you sell informing you why it is important to keep track of your shipping costs);
  
  
• Using custom billing rates for employees and creating custom price levels for products and services.
  
  
• Using integrated third party applications.
  
  
• Job Costing and Estimates (and explaining how to convert your estimates into an invoice);
  
  
• Bank, Petty Cash, Credit Card, and other Account Reconciliation;
  
  
• Bill and Credit Card Posting including matching up net credit card receipts to charges;
  
  
• Show you how to design your own customized Invoices or Sales Receipts with your company logo;
  
  
• Demonstrate the proper way to receive and deposit payments;
  
  
• Teach you how to file your City & State B&O and Sales Taxes;
  
  
• Online Payroll and direct deposit through QuickBooks whether you have one five, or 18 employees;
  
  
• Use QuickBooks to prepare your Payroll Taxes and Forms (Unemployment, Worker’s Comp, & IRS) and pay them online;
  
  
• Filing and organizational advice to keep your financial and office files in shape (such as using color tabs for certain types of files such as green for customers, blue for vendors, etc.);
  
  
• Preparation of monthly, quarterly, and year end management financial reports including profit and loss, balance sheet, cash flow predictions, and who are your most profitable customers or job productivity; and
  
  
• Showing you how to use the new Certified QuickBooks Users Program to test your existing employees knowledge of the program or verify prospective job candidates bookkeeping and QuickBooks skills or if you are an employee, use the certification test in the program to argue for a pay increase as you have had your skills independently confirmed.