Sunday, September 19, 2021

Turn Key Office Services: Payroll & HR Support



Find A Payroll Solution That Works For You.

Our team has substantial experience with the details of payroll and a wide variety of local or national payroll service providers. We can assist in selecting the proper platform for your business workflow and with ongoing support. Our services typically include:

  • Benefits setup and management of deductions
  • Deduction audits
  • Troubleshooting
  • Payroll report filing
  • Handling notices and audits
  • Posting entries
  • Mid-year payroll platform transitions
  • Adjusting entries
  • Payroll corrections
  • Imputed income calculations
  • Employee Onboarding guides
  • Managing garnishment and liabilities
  • Time tracking and job cost allocations
  • Whole Pricing available for Intuit Online Payroll and ADP Wholesale

Thursday, September 16, 2021

How to Set Up and use Bill Approval Workflows in QuickBooks Online Advanced


In QuickBooks Online Advanced, you can set up a bill approval workflow so your team can record bills and request approval for the bill if it’s over a specific dollar amount or from a selected vendor. 

Let's go over how to set up bill approvals, what happens if someone tries to pay a bill before you approve it, and what the approval process looks like.

Monday, September 13, 2021

Turn Key Office Services: Fraud Examination



According to the Association of Certified Fraud Examiners, a typical business loses 5% of revenue per year due to fraud. The median loss for business is $150,000.

At Turn Key Office, we work hard to protect our clients’ interests. All of our employees have background checks and our procedures and recommendations are intended to assist our clients in deterring fraud. Sadly, most fraud cases are not prosecuted for a variety of reasons, allowing candidates with prior fraud in their history to operate without any blemish on their record. Trust but verify.

Should we be called upon to assist in a prosecution or an investigation, the owner of the company holds a Certified Fraud Examiner certification and can assist a legal team or law enforcement in prosecuting offenders.

Maintaining a QuickBooks data file alone cannot eliminate bookkeeping fraud and embezzlement, but when its security features are used properly in conjunction with good business practices, the combination can make theft significantly more difficult and less tempting in a difficult economic environment. Prevent bookkeeping fraud and use these 22 best practices for eliminating, deterring and detecting company theft.

Click HERE more fraud tips.

Friday, September 10, 2021

Crypto-Earning Credit Cards Are All the Rage — But Should You Buy In?


Crypto rewards on credit cards are a relatively new trend, with a number of card choices becoming available. The question is, should you mix credit card rewards with the crypto market? Gregory Karp, our credit cards expert, takes us through the three things you need to know before signing up for a crypto rewards credit card.

Tuesday, September 7, 2021

How to Create and Send Estimates in QuickBooks Online


An estimate allows you to give your customer a quote or proposal for work you plan to do. 

Let’s go over how to create an estimate in QuickBooks Online and email it to your customer for review. They can accept your estimate online, and pay an upfront deposit if you want them to. We’ll also show you how to create estimates from your mobile device.

Saturday, September 4, 2021

How To Hold Yourself Accountable | Brian Tracy


To instill an accountability mindset you must stop making excuses and blaming external forces and start making progress. Are you taking responsibility for your own choices? In this video, I'm teaching how to hold yourself accountable so you can reach your goals.

Wednesday, September 1, 2021

A Better Way to Manage Your Inventory and Sales | How QuickBooks Commerce Helped


Talley & Twine Watch Company's Randy Williams (Founder/CEO) and Eric Heyward (COO) explain how QuickBooks Commerce helped streamline their ability to accurately track inventory in a way that allows them to forecast how much inventory they need to keep their customers happy and assure a steady cash flow. With QuickBooks Commerce, they were better able to manage purchase orders and track sales and demand. Manage everything in one place from your inventory to your invoices.

Sunday, August 29, 2021

Turn Key Office Services: Bookeeping Services


MAXIMIZE YOUR COMPANY’S POTENTIAL WITH TARGETED BUSINESS SOLUTIONS.

Outsourced bookkeeping is a cost-effective way to achieve accurate, timely and verifiable financials throughout the year. This maximizes QuickBooks’ usefulness as a decision-making tool, and not just a tax preparation tool! Our experienced team can provide a blend of onsite or offsite services to supplement your in-house skills. Custom services typically include:

  • Cash and Credit Card Reconciliation
  • Set up of automatic downloads and bank feeds
  • Accounts Payable, vendor billing
  • Accounts Receivable, monthly client billing
  • Proper categorization to the general ledger per job, location, class, expense or asset type
  • Inventory management
  • Payroll
  • Assets and Loan balances
  • Job Costing
  • Vendor 1099 Preparation

Thursday, August 26, 2021

Develop an Action Mindset | Brian Tracy


If you're looking to change your behavior, you must also change your mindset. To help you get there, I put together four steps that will let you adopt an action mindset and accomplish your goals. These steps will help change your mindset, so you are primed to accomplish more in the future.

Monday, August 23, 2021

Good Debt vs Bad Debt


Not all debt is created equal. To help you understand the difference between good and bad debt, NerdWallet debt writer Sean Pyles lays out a couple of different types of debt, including student loans, mortgages and personal loans, and highlights which ones are OK and which ones could wreak havoc on your finances.

Friday, August 20, 2021

Turn Key Office Services: Outsourced CFO


This service is available for clients who require more advanced reporting and financial controls but does not need a full time comptroller or CFO. Our advanced services team can work with your in-house accounting department who may be multi-tasking and/or has more limited experience in accounting and/or QuickBooks. Services typically include:

  • Budgets
  • Cash Flow Planning
  • Advanced Reporting
  • Closing Entries
  • Asset Management and Book Depreciation Schedules
  • Adjusting entries for Revenue/Expense Recognition
  • Financial Statement Analysis
  • Accounting Checks and Balances
  • Ongoing training for your staff bookkeepers
  • Preparation of CPA-Ready Financial Statements and Work papers

Tuesday, August 17, 2021

Ways to Improve Profitability in Construction | QuickBooks Online Advanced


Woodcliff Builders is a family-owned, full-service general contracting company by Joey Kochanski (Co-owner & CEO) and Nina Kochanski (Co-owner & COO). They provide design to construction services for residential and commercial projects.

In this video, you'll hear the story of how QuickBooks Online Advanced provided Woodcliff Builders with financial visibility and simplification of operational management to help their business grow.The ability to track receipts by project for example, gave them so much more insight into their profitability and ultimately allowed them to increase their cash flow.

In the process, you will discover all of the reasons why the founders, operators, and partners are huge fans and evangelists of Quickbooks.

Saturday, August 14, 2021

Is Life Insurance Worth It? | Awkward Money Questions


No one likes to think about life insurance, but you also don’t want to end up being a financial burden on your loved ones in case anything happens. Life insurance essentially pays a benefit to your loved ones, which can help replace income or pay off debts when you die.

If you're wondering how much life insurance you might need, which type of insurance is best for your situation or how to go about getting it, follow these tips from Liz Weston, NerdWallet's personal finance expert.

Wednesday, August 11, 2021

QuickBooks MythBusters


Did you know about the QuickBooks products designed specifically for mid-market businesses? It's time to dispel some common misconceptions and learn why our financial management software is the solution for hundreds of thousands of mid-market companies around the world.

Sunday, August 8, 2021

My Favorite Success Techniques That Enhance Productivity | Brian Tracy


Personal productivity is one of the most common topics I speak about in seminars. Unlocking your inner achiever comes down to developing an ability to be productive no matter what. Learn my favorite success techniques that enhance productivity.

Thursday, August 5, 2021

How to Add Previous Payroll Tax Payments to QuickBooks Online Payroll


If you’ve already paid employees this year, you’ll need to tell QuickBooks which payroll taxes you’ve paid so far. This keeps QuickBooks from paying any taxes you’ve already paid. 

Before you start, you’ll need to have your tax payment receipts or payroll liability reports from your previous payroll service showing the amounts paid.

Sunday, August 1, 2021

Between the Lines: How to Wake Up Earlier by Cecilia Meis


SUCCESS magazine Associate Editor Cecilia Meis talks with Editor-in-Chief Josh Ellis about the rewards of waking up early.

Thursday, July 29, 2021

What You Need to Know About Invoices 2021 | Start Your Business


Invoices itemize and record a transaction between a vendor and a buyer. This allows you to track essential cashflows relating to how much you’re owed and how much cash you have coming in. 

These invoices also keep your company organized when it comes to inventory and sales which is vital for any small business to succeed. We’ll guide you through a checklist of what needs to be included and provide you with some helpful examples so you can increase the likelihood of getting paid on time and consistently.

Monday, July 26, 2021

What Makes A Good Leader | Brian Tracy


Certain qualities, characteristics, and habits form a good leader. I'm sharing five essential traits that will help you become a good leader and improve your leadership skills. Keep watching to learn exactly what makes a good leader.

Friday, July 23, 2021

8 Ways to Monetize Your Small Business Website 2021 | Start your business


A well-developed website can generate revenue for your small business and more efficiently build your brand. Monetizing your website is key. Not all monetization techniques, however, are appropriate for every business. We’ll walk you through 8 ways to monetize a site and help you figure out which type of monetization is right for you.

Tuesday, July 20, 2021

Between the Lines: Love Thy Customer by Simon T. Bailey


SUCCESS magazine contributor Simon T. Bailey talks with Editor-in-Chief Josh Ellis about taking service standards to the highest level.

Saturday, July 17, 2021

How to Open a Small Business Bank Account 2021 | Start Your Business


Believe it or not, a business bank account can help you better manage your business cash flow. If you’re registered as an LLC or corporation, you’re required to have a separate bank account for company finances. If you’re a sole proprietor, it’s not required but still recommended to help you track your expenses.

Here’s the good news: Opening and maintaining a business bank account is easy. And it can be an exciting step in your journey as a business owner. We’ll walk you through the benefits, types of business accounts, and ultimately what you’ll need to know to open one.

Wednesday, July 14, 2021

Increase My Net Worth | Let's Talk Money Goals


Calculating net worth requires you to take inventory of what you own, as well as your outstanding debt. NerdWallet's personal finance expert, Sara Rathner, chats with Yanely, a.k.a. MissBeHelpful, about strategies for improving her net worth.

Sunday, July 11, 2021

5 Steps to Identify Your Target Audience 2021 | Start Your Business


Attracting customers is critical to the success of a small business, so it’s important to take the appropriate steps to identify your target audience. Targeting the right audience ensures your marketing efforts perform better and lead to higher sales or conversions. Learn how to create an ideal customer profile, conduct market research, assess your offerings, research your competitors, and leverage existing customer data to paint a clear picture of your customer base.

Friday, July 9, 2021

Turn Key Office Services: Consolidated Reporting



Turn Key Office can provide custom solutions for correlating and reporting financial data among multiple independent QuickBooks files. QuickBooks Enterprise provides some limited financial reports that will consolidate across separate entities, but those reports are “pre-canned” and may not provide the specific information or filter capability you need.

We have experience deploying custom software solutions to provide specific reports unique to your portfolio of businesses. Reports that can present meaningful management data across thousands of available data fields and unlimited numbers of QuickBooks files.

Please contact us for a complimentary 1 hour consultation and a quotation for your custom reporting project.

Wednesday, July 7, 2021

How to Stand Out in Your Industry | Simon Sinek


In a transactional industry, the most valuable trait to exercise is honesty. It might not always feel like the most lucrative decision, but authenticity pays dividends in ways you might not think.

Friday, July 2, 2021

Finding the Right People to Power Your Small Business


Nicole Walters, CEO & Founder of Inherit Learning Company, chats with Jonathan Morris, Founder of Fort Worth Barber Shop, about finding the right employees to embrace the culture of your brand.

Tuesday, June 29, 2021

How to Get Started on a Business Plan 2021 | Start Your Business


To get your small business up and running, it is crucial to have a well thought out business plan to guide you. Master the art of writing a business plan. From market research to competitor analysis, having a complete business plan can help bring in investors and aid in key decision making as your business grows. Learn how to put your vision down on paper so you can successfully start turning your dreams into a reality.

Saturday, June 26, 2021

5 Ways to Take Accountability for Your Own Success | Brian Tracy


In order to achieve your goals, you must take accountability for your actions. Focus on how you can take ownership of situations in order to take control of your workflow and be successful. This video will highlight 5 ways to take accountability for your own success.

Wednesday, June 23, 2021

Get Started in QuickBooks Online: a Quick Tour & What to Do Next


Welcome to QuickBooks Online. You're in the right place to learn how QuickBooks helps you run your business efficiently by tracking your money coming in and money going out, showing you cash flow, and categorizing your expenses. Here's a quick tour and how to get started.

Tuesday, June 15, 2021

Keeping Your Team Connected and Productive


Nicole Walters, CEO & Founder of Inherit Learning Company, chats with Georgene Huang and Romy Newman, Co-Founders of Fairygodboss, about managing and connecting with remote employees.

Saturday, June 12, 2021

How to Connect Your Bank to QuickBooks Online Payroll


Connect your bank to QuickBooks Payroll so we can pay your payroll taxes on your behalf. When you do, you can also pay your employees with direct deposit.

Thursday, June 10, 2021

5 Step Formula to Solve Any Problem | Brian Tracy


How do you face problems that come your way? If you're someone who is easily overwhelmed you might find yourself making little to no progress in your life. I've come up with 5 steps to help you solve problems in an orderly way and help increase the power of your thinking.

Sunday, June 6, 2021

4 Credit Card Mistakes You Might Not Know You're Making


Some credit card mistakes are well-known and easily avoided — like missing a payment and incurring a late fee — yet many people still get tripped up. Other mistakes aren't as obvious. 

Sara Rathner sat down to talk with us about common missteps that may cause trouble. Sara is a NerdWallet travel and credit cards expert. She appeared on the “Today” show, Nasdaq, and CNBC’s “Nightly Business Report,” and has been quoted in Yahoo Finance, TIME, Reuters, NBC News, Business Insider, and MarketWatch. 

Sara’s held a total of 8 credit cards at one time, using travel rewards points to see the world on a budget.

Thursday, June 3, 2021

QuickBooks Desktop Payroll: How to Enter Tax Payment History


If you’ve already paid payroll taxes or non-tax payments such as retirement or garnishments this year, you’ll need to enter that info.

Make sure you’ve already entered your employee’s paycheck history.

You’ll need your quarterly tax forms, payroll tax liability reports, or tax payment receipts to confirm your tax amounts paid.

Let’s go over how to enter this year’s tax payment and non-tax payment info.

Saturday, May 29, 2021

How Do I Protect my Finances from a Natural Disaster?


Fires, hurricanes, and other natural disasters are by definition devastating. And after the trauma of a natural disaster, there are usually financial challenges to cope with. Liz Weston, who has lived through her share of natural disasters and is a personal finance expert, sat down with us to help you prepare and talk about what you should do if disaster strikes.

Sunday, May 23, 2021

How to Manage 5 Generations of Workers | Brian Tracy


With more Americans choosing not to retire, we now have 5 generations in the workforce. The difference in values, beliefs, skills, and interests naturally exists between age groups, but bridging this generational gap in the workplace does not have to be difficult.  

No matter what generation you fall under, we are all trying to optimize our success. Learn how to communicate with confidence with my Speak like a Leader handbook. Click the link above to get started.

Wednesday, May 19, 2021

How to Connect Salesforce to QuickBooks Online Advanced


If you use Salesforce to manage your sales and customers, you can easily sync your opportunities with QuickBooks Online Advanced so your sales cycle flows seamlessly.

We’ll go over how to connect Salesforce to QuickBooks and then get closed opportunities into QuickBooks as draft sales forms.

Tuesday, May 11, 2021

Be Purpose Driven


Actor/Producer and founder of The Honest Company Jessica Alba encourages businesses to include giving back in their business models. 

 Jessica Alba doesn’t just talk about wanting to help others, she included giving to those in need within The Honest Company’s business model. And she encourages other business owners to do the same. “You can take a percentage of sales and embed that in your business model,” she explains. “And you can say, ‘We are going to stand for this.’” Jessica says she got some pushback from her initial investors and was asked to take this charitable component off the table. “Instead of meeting them with anger or frustration, I met them with, ‘Let’s just try it,” she explains. “And if it doesn’t work, we can always pivot.” It was a way to buy time and test out her plan, which in the end worked and became a signature pillar of what The Honest Company is all about.

Thursday, May 6, 2021

How to Get a Perfect Credit Score


It's a good idea to work toward a better credit score, but should you strive for perfect? Even if you're feeling pretty good about your score, you may be wondering what a perfect credit score can unlock for you.

In this video, Liz Weston, NerdWallet's personal finance expert and author of "Your Credit Score," discusses what a perfect credit score does (and doesn't) get you, what it takes to achieve a perfect credit score and general tips for maintaining a high score.

Sunday, May 2, 2021

How to Use Payment Links in QuickBooks Online


Payment links allow you to create and share a link with your customers to collect their payment. They work once, and will automatically expire after your customer pays you.

Wednesday, April 28, 2021

3 Ways To Balance Your Work And Personal Life Without Going Crazy | Forbes


Amid our changing world, many employees are struggling to create a healthy work-life blend—especially Millennials and Gen-Z. According to a new study from MetLife, many younger employees are working longer hours, with a majority worried about their mental and financial health.

Of all generations, Millennial employees are the most stressed (40%), most tired (39%) and most burned out (36%) today. Gen-Z (42%) are the most likely to feel mentally unwell right now, followed closely by Millennials at 36%. As employers begin to bring employees back into offices and routines change yet again, employees of all generations will feel new strains in addition to their current challenges.

If you’re among those struggling with a tricky new blend of work and life, while navigating increased financial and mental health pressures, you’re not alone. But what can you do? MetLife’s Meredith Ryan-Reid, Head of Financial Wellness & Engagement, has some advice.

Sunday, April 25, 2021

5 Ways to Stay Motivated at Work | Brian Tracy


If you're like most people, there are probably days where you show up to work feeling a little unmotivated and uninspired. But if you wish to move up in your job and career you must continue to push yourself to do better work. Here are 5 tips that you can use to help you stay motivated at work.

Saturday, April 24, 2021

How to Set Up Payroll Taxes in the QuickBooks Desktop Payroll Setup Wizard


Once you’ve added your employees and payroll items, you’ll need to set up your federal and state payroll taxes. This video will show you how.

Friday, April 16, 2021

How to Track Your Personal Growth | Brian Tracy


Without a clear set of goals, achieving success can feel overwhelming. Learning to track your personal growth will not only help you from getting discouraged but also motivate you to achieve bigger things! Learn how tracking your growth can lead you on the path to success.

Tuesday, April 13, 2021

QuickBooks Desktop Payments Receive Payments Using Credit Cards or Bank Transfers


When customers are ready to pay you by credit card or ACH bank transfer, you can receive that payment inside of QuickBooks. Get paid faster with QuickBooks Payments today.

Saturday, April 10, 2021

Retirement Plans Explained: 401(k), Roth IRA, and More.


Saving for retirement is great, and there are many types of retirement accounts that can help you get there. This is a high-level guide to some of the most common retirement plans out there, including an employer-sponsored (401)K, IRA and more. 

NerdWallet editor Arielle O'Shea shares the basics of each type of retirement account so that you can make an informed decision about how (and where) you want to save for retirement.

Wednesday, April 7, 2021

How to Make Your Habits Work for You


"A habit is something that once required conscious effort but has become automatic. It turns out, a large portion of what you do each day is a habit. In fact, more than 45 percent of what you do every single day is a habit.Your brain depends on these cognitive shortcuts to conserve energy. If you have ever driven home on autopilot because you were deep in thought, you were operating out of habit.

You live almost half your life on autopilot. If you are not careful, you can become a slave to your habits, and they can become a way to live life unconsciously, rather than deliberately choosing what you want and creating a path to get there.

Habits can be super helpful. After all, if you had to think really hard about putting on shoes, eating, taking a shower, or getting dressed, you would be exhausted by 9:00 am. Your habits allow you to conserve mental energy."

Monday, April 5, 2021

How to Track Hours w/ QuickBooks Time in QuickBooks Online Payroll


Both QuickBooks Online Payroll Premium and Elite come with QuickBooks Time to track employee hours. This video will go over how to invite employees to QuickBooks Time, so you can track their time, see who’s working, and then approve timesheets when it’s time to run payroll.

Thursday, April 1, 2021

When To Get A Personal Loan (And When Not To!)


When should you use a personal loan? A personal loan — essentially money you borrow from a bank, credit union or online lender and pay back with interest over multiple years — can technically be used for almost anything, but some reasons are better than others.

Personal loans writer Annie Millerbernd dives into two valid reasons to consider a personal loan — and three to reconsider. Later in the video, she provides an important tip for shopping for one.

Monday, March 29, 2021

Turn Key Office Services: Bookkeeping Services


MAXIMIZE YOUR COMPANY'S POTENTIAL WITH TARGETED BUSINESS SOLUTIONS.

Outsourced bookkeeping is a cost-effective way to achieve accurate, timely and verifiable financials throughout the year. This maximizes QuickBooks’ usefulness as a decision-making tool, and not just a tax preparation tool! Our experienced team can provide a blend of onsite or offsite services to supplement your in-house skills. Custom services typically include:

  • Cash and Credit Card Reconciliation
  • Set up of automatic downloads and bank feeds
  • Accounts Payable, vendor billing
  • Accounts Receivable, monthly client billing
  • Proper categorization to the general ledger per job, location, class, expense or asset type
  • Inventory management
  • Payroll
  • Assets and Loan balances
  • Job Costing
  • Vendor 1099 Preparation

Friday, March 26, 2021

How to Record Bank Deposits from QuickBooks Payments in QuickBooks Desktop


If you use QuickBooks Payments, QuickBooks Desktop groups the customer payments you process each day then creates a single deposit into your bank account. All you have to do is review how QuickBooks grouped and recorded the bank deposits.

We'll show you how to make sure QuickBooks matches your monthly bank statements.

Tuesday, March 23, 2021

5 Ways to Save Money | Brian Tracy


When finances are tight, stretching your budget further to save money can sometimes feel like a real challenge. If you are abiding by a strict budget, saving money will require out of the box techniques or an additional source of income. Watch this video to learn 5 Ways to Save Money now

Saturday, March 20, 2021

Turn Key Office Services: Payroll & HR Support



Find A Payroll Solution That Works For You.

Our team has substantial experience with the details of payroll and a wide variety of local or national payroll service providers. We can assist in selecting the proper platform for your business workflow and with ongoing support. Our services typically include:

  • Benefits setup and management of deductions
  • Deduction audits
  • Troubleshooting
  • Payroll report filing
  • Handling notices and audits
  • Posting entries
  • Mid-year payroll platform transitions
  • Adjusting entries
  • Payroll corrections
  • Imputed income calculations
  • Employee Onboarding guides
  • Managing garnishment and liabilities
  • Time tracking and job cost allocations
  • Whole Pricing available for Intuit Online Payroll and ADP Wholesale

Wednesday, March 17, 2021

How to Erase Your QuickBooks Online Data and Start Over


You can erase all your QuickBooks Online company data and start over again if you need to. How just depends on how long you’ve had your subscription.

Sunday, March 14, 2021

Turn Key Office Services: Fraud Examination



According to the Association of Certified Fraud Examiners, a typical business loses 5% of revenue per year due to fraud. The median loss for business is $150,000.

At Turn Key Office, we work hard to protect our clients’ interests. All of our employees have background checks and our procedures and recommendations are intended to assist our clients in deterring fraud. Sadly, most fraud cases are not prosecuted for a variety of reasons, allowing candidates with prior fraud in their history to operate without any blemish on their record. Trust but verify.

Should we be called upon to assist in a prosecution or an investigation, the owner of the company holds a Certified Fraud Examiner certification and can assist a legal team or law enforcement in prosecuting offenders.

Maintaining a QuickBooks data file alone cannot eliminate bookkeeping fraud and embezzlement, but when its security features are used properly in conjunction with good business practices, the combination can make theft significantly more difficult and less tempting in a difficult economic environment. Prevent bookkeeping fraud and use these 22 best practices for eliminating, deterring and detecting company theft.

Click HERE more fraud tips.

Thursday, March 11, 2021

How to Create Custom Workflows in QuickBooks Online Advanced


QuickBooks Online Advanced has workflows with templates that help you automate repetitive tasks. But, you can also create your own custom workflows if you need even more flexibility.

Let’s set up a custom workflow and go over the different types of transactions you can set them up for, how to add in the conditions that will start your workflow, and how to tell QuickBooks what to do after the conditions of your workflow are met.

Monday, March 8, 2021

Turn Key Office Services: Bookeeping Services


MAXIMIZE YOUR COMPANY’S POTENTIAL WITH TARGETED BUSINESS SOLUTIONS.

Outsourced bookkeeping is a cost-effective way to achieve accurate, timely and verifiable financials throughout the year. This maximizes QuickBooks’ usefulness as a decision-making tool, and not just a tax preparation tool! Our experienced team can provide a blend of onsite or offsite services to supplement your in-house skills. Custom services typically include:

  • Cash and Credit Card Reconciliation
  • Set up of automatic downloads and bank feeds
  • Accounts Payable, vendor billing
  • Accounts Receivable, monthly client billing
  • Proper categorization to the general ledger per job, location, class, expense or asset type
  • Inventory management
  • Payroll
  • Assets and Loan balances
  • Job Costing
  • Vendor 1099 Preparation

Friday, March 5, 2021

How to Record Expenses in a Batch in QuickBooks Online Advanced


If you have a lot of expenses, checks or bills to record, you don't need to enter them one at a time. In QuickBooks Online Advanced you can use batch transactions to speed up your data entry and record multiple money out transactions at the same time.

Well go over two ways to record expenses, checks or bills in a batch: first, how to manually record multiple in a single screen and then how to copy and paste transactions from a spreadsheet.

Tuesday, March 2, 2021

Turn Key Office Services: Outsourced CFO


This service is available for clients who require more advanced reporting and financial controls but does not need a full time comptroller or CFO. Our advanced services team can work with your in-house accounting department who may be multi-tasking and/or has more limited experience in accounting and/or QuickBooks. Services typically include:

  • Budgets
  • Cash Flow Planning
  • Advanced Reporting
  • Closing Entries
  • Asset Management and Book Depreciation Schedules
  • Adjusting entries for Revenue/Expense Recognition
  • Financial Statement Analysis
  • Accounting Checks and Balances
  • Ongoing training for your staff bookkeepers
  • Preparation of CPA-Ready Financial Statements and Work papers

Saturday, February 27, 2021

Automate More of Your Inventory and Order Management Process | QuickBooks Enterprise


Enterprise can help your business optimize and gain visibility into your inventory and order management process, keep costs down to protect your profit margins, and keep customers happy with efficient, accurate order fulfillment. Track product movement and storage right down to the row, shelf, bin, and pallet. Use digital pick, pack, and shipping to manage every sale from start to finish and fulfill orders with ease and accuracy. 

With support for Landed Cost, you can track true costs from raw materials to shipment to maintain profit margins. With digital Cycle Count, you never have to shut down your warehouse to take inventory. Avoid stock-outs or missing parts with automated inventory ordering rules. Track delivery time and shortages by vendor. Print barcode labels with prices - and much more. With QuickBooks Enterprise, your accounting, inventory, and order fulfillment are seamlessly integrated – so you can get more done.

Wednesday, February 24, 2021

The Power of Habit: Small Changes That Make a Big Impact | Brian Tracy


Our habits exhibit an enormous amount of influence in our lives. Controlling your habits is a lot easier than you realize and making these small changes will make a big impact on your life. If you are looking to form a new habit, keep watching and follow these important 7 steps to help you get there

Sunday, February 21, 2021

Do We Need a Joint Bank Account? | Awkward Money Questions


Deciding whether or not to combine finances can be one of the biggest decisions couples face. Kimberly Palmer, personal finance expert at NerdWallet, explores the pros and cons of opening a joint bank account and gives couples tips for approaching the topic.

Thursday, February 18, 2021

How to Create Invoices in a Batch in QuickBooks Online Advanced


Let's talk about an easy way to speed up your daily bookkeeping. If you have a lot of invoices to record, you don't need to enter them one at a time. In QuickBooks Online Advanced you can use Batch Invoicing to speed up your data entry and record multiple invoices at the same time.

We'll go over two ways to use the Batch Invoicing tool: how to record multiple separate invoices at once and how to make copies of one invoice that you can send to more than one customer at a time.

Note that this feature is only available in QuickBooks Online Advanced.

Monday, February 15, 2021

4 Ways to Avoid Burnout | Brian Tracy


Burnout has a negative effect on just about everything in your life, including your performance, attitude, and motivation. If you don't identify the root cause of your burnout there can be extreme consequences. Take action to learn about what drives burnout and how you can reverse yours today.

Friday, February 12, 2021

Good Debt vs Bad Debt


Not all debt is created equal. To help you understand the difference between good and bad debt, NerdWallet debt writer Sean Pyles lays out a couple of different types of debt, including student loans, mortgages and personal loans, and highlights which ones are OK and which ones could wreak havoc on your finances.

Tuesday, February 9, 2021

How to Create Invoices in a Batch in QuickBooks Online Advanced


Let's talk about an easy way to speed up your daily bookkeeping. If you have a lot of invoices to record, you don't need to enter them one at a time. In QuickBooks Online Advanced you can use Batch Invoicing to speed up your data entry and record multiple invoices at the same time.

We'll go over two ways to use the Batch Invoicing tool: how to record multiple separate invoices at once and how to make copies of one invoice that you can send to more than one customer at a time.

Note that this feature is only available in QuickBooks Online Advanced.

Sunday, February 7, 2021

Increase My Net Worth | Let's Talk Money Goals


Calculating net worth requires you to take inventory of what you own, as well as your outstanding debt. NerdWallet's personal finance expert, Sara Rathner, chats with Yanely, a.k.a. MissBeHelpful, about strategies for improving her net worth.

Wednesday, February 3, 2021

Develop an Action Mindset | Brian Tracy


If you're looking to change your behavior, you must also change your mindset. To help you get there, I put together four steps that will let you adopt an action mindset and accomplish your goals. These steps will help change your mindset, so you are primed to accomplish more in the future.

Friday, January 29, 2021

How to Add Employees in the QuickBooks Desktop Payroll Setup Wizard


The first step in setting up your payroll in QuickBooks Desktop is to add your employees. We'll go over how to do that including personal info, pay rates and deductions, how you pay your employees, and W-4 info. Then we’ll show you what to do next depending on whether you’ve already paid employees this year or not.

Monday, January 25, 2021

The Key to Building True Wealth


In this culture, people, individuals, would rather look like they have money than actually have money in the bank account. And I can relate, because I used to be there. I'm gonna be 100 with you.

Friday, January 22, 2021

How Can I Avoid Bad Money Advice? | Awkward Money Questions


There's a lot of money advice out there, but it's important to be discerning. In this video, personal finance expert Sara Rathner shares some common (but questionable) money advice — about investing, credit cards and more — that you should really think twice about.

Monday, January 18, 2021

How to: Your guide to W-2s for 2020 taxes | QuickBooks Online


2020 has been hard enough, let's help you set up and prepare your W-2s for filing! We will go over how to make sure your company is set up and go through processing your W-2s in QuickBooks Online.

Wednesday, January 13, 2021

5 Hacks to Improve Self-Discipline in 2021 | Brian Tracy


Have you ever wondered why some people are able to achieve incredible feats? Many factors influence success, but one thing all high achievers have in common is self-discipline. Self-discipline is a skill that can be learned, so keep watching to find out ways to improve your self-discipline.

Tuesday, January 5, 2021

How to: Your guide to 1099s in QBO for 2020 taxes | QuickBooks Online


We will go over how to make sure your account is set up and ready to file 1099s for your vendors. Whether you are e-filing or manually filing this webinar will assist you with accomplishing 1099 filing for 2020 taxes!

Saturday, January 2, 2021