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Have a retail store? QuickBooks Point of Sale is a great solution to you accounting needs. |
I am not a CPA. I am a Certified QuickBooks® ProAdvisor, a Certified QuickBooks® Point of Sale ProAdvisor, and have over 10 years experience working in the industry as a staff accountant. My experience ranges from general bookkeeping to preparation of IRS forms 1040, 940, 941, W-2, W-3, 1065 and 1120 for a local investor and businessman.
I no longer work directly in the tax or bookkeeping field but I do make the time investment to stay abreast of current tax and accounting issues. I have been helping small business owners like you automate their accounting systems since 1999. I do have the experience level to help you successfully setup and generate meaningful financial reports. Whether you are converting from manual bookkeeping or another accounting software package, I can walk you step-by-step through the entire process. I know Intuit advertises that this process is simple and that no accounting background is needed. That's rarely the case. The setup can be very complex and I frequently find myself fixing problems created by lack of understanding of the overall accounting process: assets classified as expenses, liabilities in assets, etc. The actual day-to-day operation is very simple. The programs were designed for the average user.
Setup, training, and support is provided for creating chart of accounts, purchase orders, invoicing, statements, inventory, payables, payroll, reports, journal entries, processing payroll forms, reconciliations, QuickBooks® Payroll, QuickBooks® Bill Pay, and integration with Microsoft Word, and Excel. Click here for information regarding retail operations.
In addition, I also provide ongoing review and audit of your QuickBooks files. This is particularly important in advance of your annual tax return preparation. Most bookkeepers have limited tax accounting knowledge which lead them to make errors in classification and recording of more complex transactions. Those might include assets purchases, loan amortizations, reconciliation of accounts to external statements from financial institutions, and recording of depreciation of amortization and depreciation expenses. I recently reviewed the books of a client who had just terminated their bookkeeper. This individual had recorded an auto allowance as an asset, recorded asset purchases in the wrong year and for partial amounts, and had not recorded note payables for those assets. This information was reported to the CPA, which resulted in material tax reporting errors for 2 years. My client is now having to pay his CPA to amend those returns.
Having someone with experience review your annual and quarterly payroll filings and your books on a regular basis gives you the peace of mind that you are meeting all the IRS and state requirements. It also provides another set of eyes that can catch potential problems. Unfortunately, embezzlement is not an infrequent occurrence.
