QUICKBOOKS for BUSINESS OWNERS
For business owners ready to customize their QuickBooks and generate accurate reports to make informed decisions.
(Without needing to ask your accountant for help.)
Does your business use QuickBooks Online?
- Is it easy to maintain?
- Are your financial systems of income, expenses, and reconciliation streamlined with automation?
- Is your Chart of Accounts set up to align with your business and easy to share with a lender or potential buyer in the future?
- Do you have customized reports to track key performance indicators in your business?
- Do you have accurate financial reports that you can easily share with management or staff?
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Are you able to generate monthly reports with a couple of clicks?
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Are your QuickBooks Financial Reports ready for your tax preparer with the click of a button?
If you answered "No" to any of the above, I'm here to help.
Without understanding how to correctly set up QuickBooks, a person can easily end up with inaccurate reporting, the inability to reconcile accounts, and, frankly, a mess that has you pulling out your hair trying to untangle it all. If this sounds familiar, you're in the right place.
I get it. That's how my journey began as an entrepreneur running my own business in the music education market.
Although it's easy to know how much cash is in the bank account, if your QuickBooks transactions are not set up correctly, it's difficult to reconcile accounts or generate accurate reports, and, thus, you never truly know the financial health of your business and it's difficult to create a budget, forecast profit and loss, or track key performance indicators.
It doesn't have to be this way. Anyone who can use a computer and understands basic math, can learn how to set up and easily maintain QuickBooks and generate reports that make sense to you, the business owner, to track the key performance indicators and make informed decisions for your business, without having to ask your accountant.
Are you ready to have your QuickBooks customized so that it's easy to use and provides the information you need? Remove the headache and get started today!
I'm not an accountant. I'm someone who has been in your shoes, did the work to learn QuickBooks and basic bookkeeping so that I could eliminate the headaches and generate accurate reports that made sense to me, the business owner, and be ready for my accountant/tax preparer at the end of the year. Plus, I implemented automation where possible to update and maintain my bookkeeping in less than 10 minutes a day.
I can help you do the same.
If you would like to set up your QuickBooks to maintain with ease and generate accurate reports that provide you the information you need as a business owner, click below to schedule a call, and let's get started!
Bonus! Would you prefer that a key employee inputs transactions on your behalf?
Training for you and/or key staff is included.
CUSTOMIZED FOR YOUR BUSINESS
As a certified QuickBooks Pro Advisor, I take the time to understand your business and the current state of your QuickBooks to customize and train key staff how to easily input transactions and reconcile monthly to generate accurate reports you need to make informed business decisions. (Without needing to ask your accountant for help.)
Schedule a Free 30-Minute Strategy Session
"Sharon has a gift for seeing the big picture and breaking it down into small, easy-to-follow detailed steps. She has a wealth of knowledge and excellent communication skills. She introduced several new systems to me and her patience and confidence in my abilities was never ending! After spending nearly a year benefitting from her consultation, I feel empowered and better able to make big business decisions."
Melyssa Ericksen
Client Relations Manager, Caleb Chapman's Soundhouse
"When our company was faced with the challenges of the global pandemic, we realized we needed to quickly adapt the way we had run our business for the last 22 years. Not only did we need to move our services completely online, but we needed to reduce costs and streamline our delivery with the temporary reduction in cash flows. Sharon helped us navigate what seemed like an impossible task and delivered well above and beyond what I would have even thought possible! In addition to implementing an effective CRM, she also put new financial tracking systems in place, helped us establish our sales funnel, improved internal communication and product management, created a video training series for staff and customers, and most importantly, automated key processes allowing us to be more efficient, effective, and maximize our resources. In short, we not only survived, we came out the other side bigger and better thanks to Sharon Burch!"
Caleb Chapman
Founder/Owner, Caleb Chapman's Soundhouse
"Sharon was invaluable in my search to find the right landing spot as I pivoted from real estate brokering to becoming a business mentor, in my retirement. It was Sharon’s creative brainstorming that caught my imagination in how I could apply 50+ years in business to help younger entrepreneurs in their business endeavors. Sharon has masterful computer skills. We worked hand in glove to rewrite my BIO, create a Web page on LinkedIn and set-up a formal calendar to make and receive appointments. Sharon was part strategist, part thought provoker, part cheerleader and implementer, continuing to voice encouragement and to tweak my messaging for maximum effectiveness. Suffice to say, if you are looking for a true professional, who has the dedication and sense of commitment, who will take a mere concept and bring it to reality, you need not look any further than Sharon."
