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Workshops

  • Identifying Revenue Streams & Costs
  • Better Estimates
  • Subcontractors - Using Purchase Orders
  • Job Costing Reports

Concise 90 minute Quickbooks workshop. Focus will be how to setup and use Quickbooks to track job income and job costs associated with clients/type of revenue. Overview of how to customize the Estimate template. Determining if Purchase Orders will streamline work flow.

All workshops include a 15 minute review of tips & tricks to improve Quickbooks productivity.

  • Reports: Balance Sheet, Profit & Loss
  • Chart of Accounts Review
  • Items vs Accounts. Should I use classes?
  • Bills versus checks
  • IRS Paperwork - 1099s, W9s
Understanding your Profit & Loss and Balance Sheet. At tax time do you find yourself asking... where is the profit? Tax man says you had a net profit of $100K... where is it? It's in there and this workshop shows you where it went.
Simplify your chart of accounts and create better financial reports.
  • Making it work with your phone, tablet
  • Recurring charges? Monthly Statements for Landscapers, Janitorial
  • Accepting Credit Cards 
  • Accurate, statement billing in minutes

Concise 90 minute Quickbooks workshop. Determine best Quickbooks for your business. Review the differences of QB Online, Desktop & Premier Editions of Quickbooks. Overview of how QBO data can be used on mobile devices and limitations. Demo of QB Online and streamlined billing.

  • Better Invoices, Credit Memos, Statements
  • QB Format Tips n Tricks
  • Custom Reports, Memorized Transactions
  • Progress Invoices and more….