Do you use QuickBooks Online for your business?

• Do you need help streamlining your financial systems of income, expenses, and reconciliation for up-to-date reports in a matter of minutes?
• Do you need help setting up your Chart of Accounts to align with your business and ready to share with a lender or potential buyer?
• Do you need help customizing financial reports that provide the information you need to make informed business decisions?
• Or, perhaps you are just starting to learn what you need in regards to QuickBooks, financial reports, and understanding what it all means. Does that sound like you?

If you answered "Yes" 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. You never truly know if your business is making a profit or not. Sure, you know how much is in your bank account and your credit card debt, but do you know the financial health of your business? 

I get it. That's how my journey began as an entrepreneur running my own business. I was passionate about my product, but the terms, "balance sheet," and "profit and loss" were a mystery to me. I was totally dependent on my bookkeeper and accountant to tell me how my business was doing financially.  Once I realized that the only way to know the health of your business is to understand your financial reports, I did the work to learn the basics of cash flow and financial statements that every business owner should know. 

I understood that accurate financial reports were essential to making business decisions, and, that reconciliation was the only way to have confidence that the financial reports were accurate. I knew that doing something myself was the best way for me to truly understand it, so, I took the next step and dug in to learn QuickBooks Online, consulting with my accountant to make sure to set it up correctly. I now understood the critical importance of knowing my numbers at all times. 

Once I understood the bookkeeping process, I did not want to continue spending hours updating QuickBooks, and, yet, I did not have the funds to hire a bookkeeper. What could I do? Thanks to technology, there was a solution.

I strategically selected software and systems that integrated with QuickBooks Online to implement automation where possible.  After much trial and error, I created a system that made updates and reconciliation easy to do in minutes a day. With an integrated system in place, I could generate accurate financial reports with the click of a button when I needed them. (Bonus! My reports were ready for my tax preparer without additional end-of-the-year stress.)

Fast forward to today. 

I love helping fellow business owners set up online systems and streamline their business with automation. This includes QuickBooks Online, the essential software for financial reporting. I became a Certified QuickBooks Pro Advisor so that I could help other small business owners set up their QuickBooks Online to generate the financial reports they need. We look for ways to streamline their operation by adopting software and automation for easy reconciliation with minimal effort so that they can stay focused on what they do best while making informed business decisions with confidence.

I'm not an accountant. I'm a small business owner who has been in your shoes, did the work to learn basic bookkeeping and QuickBooks Online so that I could eliminate my own frustration and turn my hobby into a business. I learned what I needed to generate accurate financial reports that made sense to me, the business owner, and be ready for my accountant/tax preparer at the end of the year. 

You can, too. 

Anyone who can use a computer and understands basic math, can easily maintain QuickBooks and generate reports that you, the business owner, need to make informed decisions for your business.

The key is setting QuickBooks Online up correctly for your business, aligned with your reporting needs, and understanding how to use it. It's easy to know how much cash is in the bank account, but if your QuickBooks transactions are not set up correctly, it's difficult to reconcile accounts or generate accurate reports you can trust. 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.

That's where I come in. I work with small business owners to understand their product or service offered, and the current sales process and systems in place, to determine what type of systems and reports are needed that make sense to them. We, then, take a deep dive into their current bookkeeping setup to propose next steps for implementing a customized QuickBooks Online streamlined for their business.

Are you ready to have your QuickBooks Online streamlined, easy to update, and generate accurate financial reports with the click of a button? Eliminate the frustration today!

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.