Thursday, June 28, 2018

Consolidate Reports for Multiple QuickBooks Files

How to manage cash and payables for a large number of QuickBooks Enterprise files with consolidated reporting when Advanced Reporting lacks flexibility.

For more information, please visit

Monday, June 25, 2018

How To Save More Aggressively in Your 30s & 40s

Brittney Castro shares the BEST things you can do to start saving more aggressively—no matter what age you are.

Friday, June 22, 2018

Create Positive Pay NACHA File from QuickBooks

How to use QuickBooks reports and an Excel macro to create a Positive Pay compatible file

For more information, please visit

Tuesday, June 19, 2018

Why Failure is Good for You

In this video Brian Tracy gives you tips on how to accept failure and use it to propel you to even greater success. Failing can be better for you in the long run, as it spurs you forward and fans the flames for better success in the future.

Saturday, June 16, 2018

Case Study for Carefree Recreation Boat Club

At Turn Key Office, we delight in using QuickBooks as a component tool of a more comprehensive business solution. We take pride in understanding our clients’ unique business challenges and in implementing solutions that often extend well beyond the basic capabilities of QuickBooks. The case studies below illustrate some of these challenges and solutions for vastly different industries.

Company: Carefree Recreation Boat Club


History: Carefree recreation offers annual membership and access to a wide variety of recreational boats in marinas throughout the United States. Their slogan: “Boating without Owning! It’s about Time” says it best, as clients throughout the United States enjoy all the benefits of being a boat “owner” without the maintenance, storage fees, insurance and hassle of owing, weather and docking. For a reasonable monthly fee, members can enjoy premium access to boats at a time and location of their choosing.

Business Challenge: To maintain member billing, the owners Jessie Clark and Doug Zimmerman kept membership start/stop dates in a spreadsheet and manually entered monthly invoices into QuickBooks. Each month, the member’s service expiration date is checked and an invoice mailed for the monthly dues if appropriate. Each payment was processed through Intuit payment network if the member had a payment method on file.

In addition to being time consuming, the owners felt they were held captive to Intuit merchant prices and wanted to make sure the merchant fees they were paying were market-competitive.

Another challenge Jessie and Doug faced was how to delegate bookkeeping tasks on payables without delegating check-signing authority. Like many business owners, controlling who, when and how much vendors are paid is an important part of managing cash flow and preventing fraud. They desired a more flexible solution that would also accommodate travel and temporary relocation overseas and examine vendor invoices before making payments. In short, they needed to make sure they remained an effective and integral part of the day-to-day activities of their business while they could not be in the office.

They turned to Turn Key Office for help.

Solution: Based on the growth of her business, we converted the company data file to QuickBooks Enterprise on our back office server so Jessie and Doug could have 7×24 access from any internet connection. Instead of a spreadsheet, the monthly memberships were set up as memorized transactions with expiration dates set up for each member so invoices would automatically generate for the right periods and amounts.

Additionally, we helped setup Intuit Bill Pay and established a dedicated email box for their vendor invoices. Turn Key Office staff is able to post the payables each week, and add electronic images of all bills received to the bill copy in QuickBooks. Jessie and Doug retain full control (via a secure PIN) over which vendors are paid – when – and how much. As an added bonus, bookkeeping is minimized because payments are posted directly into QuickBooks immediately as they are paid.

Next, we looked at the merchant solution. We love the integration of merchant payments with QuickBooks and its ability to eliminate redundant data entry. However, the solution does not allow clients to shop for competitive merchant providers. We located and implemented a third-party software solution called Fi-Soft that drops payments seamlessly into QuickBooks, but “back-ends” into any merchant using a compatible gateway. Thus, we were able to create the best of both worlds – merchant integration with QuickBooks, virtually zero data entry, and competitive rates. As an added bonus, the solution helps with security because NO sensitive payment data is stored on the host network or in the QuickBooks file.

Conclusion: Jessie and Doug now have peace of mind they are able to manage all of their payables, billing and competitive merchant fees with one platform. The platform accommodates their busy schedules allowing them to travel and manage marinas throughout the country. Payables and client payments “auto-post” and are up to date in real time. Their effectiveness using hosted QuickBooks with Intuit Bill Pay and Fi-soft integration allows them to focus on other important aspects of growing their business.

Wednesday, June 13, 2018

Join Turn Key Office at Scaling New Heights 2018 in Atlanta!

Scaling New Heights
June 17-20, 2018
Turn Key Office - Booth #80
Georgia World Congress Center

Each year, the Scaling New Heights® Conference offers a wide range of product training and practice development training. And…each year we introduce a highly relevant and high impact theme. At the 2018 Scaling New Heights Conference the theme is “Tame the Machines.” This year, we will design some of our breakout sessions and main stage presentations to address an imminent and unprecedented technology shift impacting accounting professionals. New and enhanced technologies like data automation, machine learning, and artificial intelligence are reshaping the way professionals perform services and are creating a powerful opportunity for accountants to reduce manual processes by as much as 80%. Those who fully leverage the technologies will increase profits, position their firms to scale, and generate a competitive advantage within the accounting profession. Join us in Atlanta in June 2018 to “Tame the Machines!”

Sunday, June 10, 2018

The Best Way to Accept Constructive Criticism

Criticism, even if it's constructive, can sometimes sting. However, constructive criticism is also incredibly valuable, enabling you to hone whatever it is you are working on and improve it for the better. The next time you receive constructive criticism, keep these tips in mind.

Friday, June 8, 2018

KOL Foods, Inc Case Study

At Turn Key Office, we delight in using QuickBooks as a component tool of a more comprehensive business solution. We take pride in understanding our clients’ unique business challenges and in implementing solutions that often extend well beyond the basic capabilities of QuickBooks. The case studies below illustrate some of these challenges and solutions for vastly different industries.

Company : KOL Foods, Inc

Website :

History : KOL Foods formed in 2007 with a groundbreaking effort to produce the first kosher, organically raised, local, grass-fed meat. Founder and CEO, Devora Kimelman-Block, established a three-pronged partnership with a synagogue in Washington, DC, a slaughterhouse and a local farmer to produce the meat. Scores of kosher consumers, who until then could only buy kosher meat raised in confinement, were eager for this product. In just its second offering, the company generated sales for more than 2400 pounds of beef though a single email. Jews from 14 different area synagogues, ranging from Reform to Conservative to Orthodox, purchased this meat.

Today KOL Foods ships to the entire continental United States and produces the only domestic, 100% grass-fed, kosher beef and the only organic-fed, pastured, kosher chicken and duck in the United States. Each and every day, they strive to be the most transparent kosher meat company on the planet. That way, customers don’t have to choose between eating according to their values and keeping kosher.

Business Challenge : KOL Foods quickly outgrew QuickBooks Premier as they added scores of new clients, products to their custom-designed website and as word-of-mouth spread.

In addition, her current bookkeeper used QuickBooks Premier, so Ms. Kimelman-Block had no real-time access to payables to predict cash flow and manage her vendor payments. Data files were transferred from the bookkeeper, to Ms. Kimelman-Block and then to the CPA and back. Cash flow management was not available. Vendor payments were completed with hand-written checks, and then sent to the bookkeeping service for entry.

Most importantly, there was no integration between their custom designed website order system and QuickBooks, so Ms. Kimelman-Block had to rely on insufficient and untimely data to make decisions about inventory to meet her clients’ needs. Her prior bookkeeping service hand-entered every order from the website into QuickBooks. With orders as high as 50,000 items in a single month, her current bookkeeping procedures left her books six months in arrears.

She reached out to Turn Key Office LLC for help.

Solution : Based on the growth of her business, we converted her data to QuickBooks Enterprise on our back office server and setup Intuit Bill Pay.

We provided a dedicated payables email box for her vendors so that our back office team could post all of her payables and attach the backup for each vendor bill. Ms. Kimelman-Block retained sole control of when, whether and how much each vendor was paid with a clear view of available and committed cash on hand. As an added benefit, she could continue to manage her payables even while travel requirements took her away from home.

Most importantly, we devised a workflow and a tool using off-the-shelf software where weekly sales orders and merchant sales are imported seamlessly into QuickBooks. The data that used to take months to hand-enter is now completed in the span of a few hours from start to finish. Ms. Kimelman-Block has full real-time access to her books, the CPA also has access, and she has full control of all payables.

Conclusion : The critical reports she needs to manage her business effectively are available within a day or two of closing the month. The procedures are accurate, consistent and timely. Ms. Kimelman-Block can turn her attention back to serving her customers and growing her business.

Friday, June 1, 2018

Remove Your Limiting Money Beliefs

You might be operating from an old, worn-out, not-so-good-for-you mindset. And this might be humming through your life so low-key that you don’t even know that it’s happening.

You’ve probably already heard about changing your mindset before when it comes to your self esteem or daily practice. This concept can ALSO rework your money energy by changing your core beliefs.