Making Things Easy

Save time and money with QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. Quickbooks has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, QuickBooks handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows. 

Benefits include…

  • Save time by dealing with common tasks automatically. 
  • Generate and customize reports with ease. 
  • Easily customize and adapt your setup so that it will work the way you need it to work for your business. 
  • Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.
  • Manage invoicing and payments online — No more check-in-the-mail syndrome.
  • Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.
  • Pay bills online by setting up your current bank account in Quickbooks. Write checks in QB, click a button, and your financial institution does the rest. 

“Hassle-Free” Setup

Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QuickBooks for your business, you won’t lose any time on installation and setup of the system. 

We will…

  • Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
  • Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
  • Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
  • Enter any transactions as of your start date into the QuickBooks system.
  • Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
  • Follow-up training to make sure the system is working seamlessly for your business.
  • Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Training for You and Your Staff

The quick and simple “fix” to any potential QuickBooks problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience. No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operation and efficiency of your particular business. Our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately.

Reset Your Quickbooks

Does your bookkeeping need a little housecleaning? If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Let Us Help:

Navigating Bank Failures in Your Kearney Business Right Now

Memorial Day is next week. The unofficial start of summer.I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills....

How the Bank Crisis Affects Kearney Business Owners

Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of...

New FinCEN Reporting Requirement for Kearney Businesses

We’ve been watching the unfolding banking “crisis” closely and evaluating what it means for our economy moving forward. Yes, seeing (numerous) banks fail can be unnerving, especially when the economy seems to also be careening toward a recession. The media,...

Unick’s Best Practices for Terminating an Employee

We’ve all got a bit of FOMO about FOMC’s (Federal Open Market Committee’s) big meeting this week, waiting to see if yet another interest rate hike will be coming. Most indicators say likely.Since March 2022, there have been NINE such increases to interest rates...

Keeping Tax Records: Kearney Small Biz Edition

If you’re doing the books, juggling the hiring, navigating supply problems, delivering work to clients, and thinking about big-picture items for the year … you might be a small business owner.If you’ve got a lot on your mind and more gets added daily? You might be a...

Leadership Development in Your Kearney Business

 Unless you’ve been living in a cave like this woman, you know that business ownership is a tough gig right now — it’s nearly an Olympic sport to keep things running and moving ahead. But, despite all that, being a business owner is also pretty great....

Prioritizing Employee Wellness in Your Kearney Business

It’s a bit of a dog-eat-dog world for businesses these days. (Feel that sentiment in your bones?)Inflation is pervasive. Supply chain issues still have you jumping through hoops to get products. The hunt continues for good help… proving the adage. Covid-era debts now...

Making a Plan to Reskill and Upskill Your Staff

Well, here we are — just like that, we find ourselves already a quarter of the way through 2023. While people all across Kearney are breaking out the deep cleaning sprays and scrub brushes to get a little springtime sparkle, you might want to be thinking about a...

What Kearney Employers Should Know About Employee Satisfaction

It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...

The Why & How of Business Referrals for Kearney Owners

Firstly, before I jump into what business referrals could mean for your Kearney business, I wanted you to see this.You may have already heard me talk about this … but the explosion of shady flim-flammers gaming the Employee Retention Credit and making...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us