Yes, Quickbooks can be a headache....
The first thing I usually do is take a look at your books because numbers can say a lot. Are you categorizing correctly? Is all the information there? Have you reconciled within the last month? Do you ever look or understand your financial statements?
Generally, I don't want to be your full-time bookkeeper but I do want to empower you to do it yourself or you at least have enough knowledge to supervise a bookkeeper.
As as Certified Quickbooks ProAdvisor, I offer a few different services related to Quickbooks:
- Just fix it!
- Show me how to fix it!
- Set up my new Quickbooks file
- Train me how to use Quickbooks myself
JUST FIX IT!
Sometimes you get seriously behind with your books even though you started out with full intentions of doing it all yourself. Or perhaps you gave your Quickbooks file to your CPA during tax time and they returned it saying you need to seriously clean it up before they can file your taxes.
I'll take a look at what you are doing, figure out what is not working right and fix any mistakes. If there are months of data entry, I can take of that too.
SHOW ME HOW TO FIX IT!
You know you are behind or are entering things incorrectly but need someone to show you what is wrong and, most importantly, how to fix it. Once given direction, you are confident you can do it yourself.
After I do an assessment of your file, I'll train you how to correctly and efficiently enter the info into Quickbooks. I also create screen shot instruction sheets for my clients so once I am out of the picture, they have something to refer to. This is particularly helpful if they only occasionally do a task (i.e. monthly reconciling).
My philosophy is that you should understand your financial statements and identify discrepancies. This is a process so expect it to take some time to become comfortable with them.
SET UP MY NEW QUICKBOOKS FILE
There are a number of things that need to be done correctly when you first install Quickbooks, such as setting up your chart of accounts, entering your items list and selecting certain preferences, to name a few. After gathering important information about your company, I make sure the setup is done correctly.
TRAIN ME HOW TO USE QUICKBOOKS MYSELF
If you are new to Quickbooks or have just set up a brand new file and want to do the bookkeeping yourself going forward, I can teach you what you need to do and when you need to do it. I even leave you with screen shot instructions on how to do most of these tasks when I am no longer around.
WHAT ARE YOUR FEES?
My fees will depend upon how much of my time you will need and what you are willing to commit to up front:
Quickbooks File Setup (no more than 3 hrs) - $250
Straight-Up Hourly Rate - $95
10-hr Package - $900 ($90/hr)
25-hr package - $2,000 ($80/hr)
I require a signed contract and a deposit and to get started, the amount of which would depend upon the package.
WHERE ARE YOU LOCATED?
I am based in the Atlanta area but can work remotely if necessary.