QuickBooks One-on-One In Person Training, Tutoring, Instruction, Seminar, Lesson

Description

Learn to solve some of the following common accounting and bookkeeping software issues and problems:

Help you pick the right QuickBooks program (there are five plus many sub categories) for your business and converting company files from other software programs such as Peachtree, Microsoft Small Business Accounting, and Quicken (and get QuickBooks for you at up to 20% off retail as well as free trial copies if you want to use it to keep track of your common household expenses);

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, 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);

The proper way to record personal credit card charges and checks writtenso 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);

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 customer 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 set up and file your City & State B&O and Sales Taxes;

Online Payroll and direct deposit through QuickBooks whether you are one employee, three, five, or 18;

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.

Schedule

No class times listed. Please contact the instructor to schedule a session.

Pricing Details

I charge $295 for a three consecutive hour session for one person (I find that most people need that amount of time to adequately learn the program, get trained in it, or have their company file checked) and $90 an hour thereafter so you can count dollars instead of sheep, not have to fight traffic to go to a class and learn at the slowest person's rate, lose billable time commuting because I make house calls and come to you and learn how to fish (or make tofu if you are a vegan) for yourself. I accept personal checks, cash, and sometimes MC/Visa. I recently saved a contractor $21,000 in LNI charges by finding an error in their books.

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