We have ended eight months of 2019. The year is more than half over. Yipes! Do you know your financial position? Have you downloaded data into Quicken/Quickbooks from your bank and categorized your expenses this year? No? Time to get started!
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It is time to clean up your chart of accounts, inactivating old customers and vendors, and cross-walking your accounts to the proper IRS form categories. Get a jump on organizing your records so you can file your 2019 taxes on time next year. Show those deductible expenses on the books by December 31, 2019 in order to receive the tax benefit. The federal tax code has changed since 2017. Do not leave tax deduction money on the table.
Resolve now to use QuickBooks, QuickBooks Online, or Quicken for your 2019 record keeping. Equally important is to review and ensure the accuracy of your 2019 accounting data to maximize your tax deductions for this past tax year or next year. You will thank yourself when the April 15th income tax crunch comes around. It is not too late to download all your banking and credit card transactions into the application. Typically, there is a 3-month window. Get started now with a little help from your "Therapist."
Quicken, QuickBooks Pro desktop, new QuickBooks Online (Cloud), and industry-specific "therapy" for the new 2019, 2018, 2017, 2016, 2015, 2014 and older versions! Point-of-Sale and Quicken Property Management, too.
This includes Mac and Quicken Essentials, PC, and the new QuickBooks Online versions of the popular personal and business accounting software.
Experienced instructor, business professional and Intuit proadvisor is available to solve your computerized record keeping woes. Your instructor has an MBA, over 20 years of experience, and the longest running QuickBooks class program offered in the California Community College system. Yes, I can "fix it" and chairside train you without starting over.
Help is here for Windows and Mac users of Quicken, Quicken Home & Business, Quicken Essentials for Mac, Quicken for Real Estate Property Management, QuickBooks, QuickBooks Pro, QuickBooks Premier, Quickbooks Online, QuickBooks Nonprofit, QuickBooks POS, and QuickBooks Construction. Assistance is provided at your location with hands-on solutions and chairside aid. Any release of QuickBooks and Quicken for either the MAC or PC.
Start using QuickBooks for now! Or upgrade to the new version QuickBooks 2019, online, or cloud version. QuickBooks and Quicken are the preferred low cost, easy to use solution for consultants, retail, services, real estate, property managers and others. Which one is for you?
I have particular expertise in using Quickbooks online and desktop for non-profit organizations.
QuickBooks Services include but are not limited the following.
Installation of QuickBooks software and integration with other applications.
Review the Chart of Accounts.
Import/Export of data files including addresses, accounts payable, accounts receivable
balances, and history.
Correcting errors in Accounts Payable when the vendor has already paid
Correcting errors in Accounts Receivable when the customer's check has already been
Checking account reconciliation and correction.
Corrective general journal entries.
Using your smart phone (iPhone, Android or others) credit card reader for merchant credit
Credit card processing and reconciliation for both merchant and issuer accounts.
Year-end Tax and accounting export to your tax preparer or CPA.
Rates: $70.00 an hour with a four hour minimum for the initial consultation. A flat hourly rate charged thereafter. Telephone assistance is also available once you are on the road to QuickBooks health.
Last updated: November 12, 2019