Saturday, November 27, 2021

5 Common Bad Time Management Habits to Avoid | Brian Tracy

Time management skills are critical in all areas of life. Here are my top 5 things to avoid when looking to improve your time management!

Wednesday, November 24, 2021

Turn Key Office Services: Bookeeping Services


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

Sunday, November 21, 2021

How to Receive and Fulfill Sales Orders in QuickBooks Commerce

Let’s go over how to receive and fulfill orders in QuickBooks Commerce. We’ll cover where to find your orders from your connected sales channels, how to understand the status of each order, how to fulfill your orders and finally how to create a manual sales order.

If you use a third party warehouse for the fulfillment of your orders, then this process can be done automatically through your connected integrations.

Before you start you should make sure you have added your products and customers to QuickBooks Commerce. You should also connect any sales channels you use like Shopify, Amazon, or eBay. If you still need to do any of these, there are some other videos here to show you.

Thursday, November 18, 2021

How to Have a Rich Mindset | Brian Tracy

Having the right mindset is the foundation for prosperity. When you think with a rich mind you set yourself up for financial gain for years to come. By following these 5 steps, you will be able to learn how to have a rich mindset, set financial goals, and watch your success grow.

Monday, November 15, 2021

How to Manage Stock Levels and Purchase Orders in QuickBooks Commerce

Let’s go over how to add new stock using QuickBooks Commerce. We’ll cover how to create a purchase order and send it to your supplier, how to receive that order once the goods arrive, when your stock levels actually change, and then how to void or cancel orders if you need to.

Friday, November 12, 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, November 9, 2021

How to File your W-2 and W-3 Forms in QuickBooks Desktop Payroll Enhanced

W-2 and W-3 forms with the Social Security Administration. You can do this through QuickBooks Desktop Payroll Enhanced. Let’s go over how to prepare, print, and e-file your W-2 and W-3 forms.

Saturday, November 6, 2021

How to Get More Customers with Mailchimp and QuickBooks | QuickBooks Connect

See how the powerful integration of QuickBooks and Mailchimp helps grow your business and keeps customers coming back for more.

Wednesday, November 3, 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.