QuickBooks and Quicken Therapy (marina / cow hollow)
offered in person
QR Code Link to This Post
Are you ready to file your taxes? Gulp...
Do you need help with QuickBooks desktop or online versions to get your accounting straightened out? I can help. And did I mention IRS and California Franchise Tax Board Taxes. Do not forget your Sales Tax filing, also
Now would be a good time to get your records and book keeping in order. We are in the midst of the 2025 tax year! YIPES! Time to get busy, catch up in your bookkeeping and get into a data entry crunch now at year end. Do you know your financial position at this moment in 2025? Have you downloaded data into Quicken/QuickBooks from your bank and categorized your expenses for all months year to date for 2025. Are you caught up on your bookkeeping.? No? Time to get started! Now is the time!
It is time to clean up your chart of accounts, inactivate 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 this year's taxes on time. Now is the time to catch up and plan. Did you realize that the federal tax code changed dramatically in 2017 during the Trump 1.0 administration? The tax code is going to change again in 2025 during Trump 2.0 also. It is a whole new tax world. Do not leave tax deduction money on the table.
Did I mention that you must complete the all new IRS W-4 form for tax withholding form. Have you purchased or sold real estate this year? Lucky you! Let us get going.
Do you have a need to import bank or credit card statement data older than 18 months? The bank feed cannot help you with old data. I can. No need for time consuming and expensive human data entry. Yours truly has "An App for that." It is accurate and fast.
Resolve now to use QuickBooks, QuickBooks Online, or Quicken for your record keeping. Equally important is to review and ensure the accuracy of your 2025 accounting data to maximize your tax deductions for this tax year. You 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 friendly "QuickBooks Therapist."
Quicken, QuickBooks Pro desktop, new QuickBooks Online (Cloud), and industry-specific "therapy" for the new 2025, 2024 and past 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014 and older versions! Point-of-Sale and Quicken Property Management, too. Did I mention that QuickBooks can be used by nonprofit organizations to do their fund accounting? Yep, I am your person for nonprofit accounting, too.
This includes Mac and Quicken Essentials/Simple/Deluxe/Premier, PC, and the QuickBooks Online versions of the popular personal and business accounting software.
This 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/Simple/Deluxe/Premier 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.
Update to the new QuickBooks version desktop, 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.
Finally, I have worked successfully with many senior citizens, some older than 80 years young, to use Quicken on either a MAC or PC. If you can send an email, you can use Quicken.
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
deposited.
Checking account reconciliation and correction.
Corrective general journal entries.
Using your smart phone (iPhone, Android or others) credit card reader for merchant credit
card processing
Payroll processing.
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 4-hour minimum initial chairside meeting. Telephone assistance is available. Payment accepted with your personal check and an invoice followed by your payment with a check.