The Benefits of Using a Certified QuickBooks® Pro Advisor
Let’s discuss some of the benefits of working with a Certified QuickBooks® Pro Advisor, like myself. Whether you already know this information or would just like to share it with someone else who might benefit from it, I hope you’ll take a moment to learn about a few of the services I provide for my clients.
I offer the most basic of assistance with setup to the more in-depth tasks of troubleshooting errors and helping you prepare for tax time. I provide individualized attention and support to each of my clients; therefore, the cost of my services vary, based on the size and scope of the project.
Although QuickBooks® is very user-friendly, it is a wise decision to enlist the help of a Certified Pro Advisor for the following:
Set-Up
First time set-up of accounting software
Transferring data from a software other than QuickBooks®
Transitioning from QuickBooks® Desktop to QuickBooks® Online (or reverse)
Partial set-up projects such as sales tax, payroll tax, and item/billing set-up
Training
First time users
New employees
Cross training between departments
Management level/big picture training
Troubleshooting
Fix mistakes
Find missing transactions
Correct books without affecting information reported on taxes
Clean up messy books and records
These are just a few of the services I offer. If you have other needs regarding QuickBooks®, have additional questions that I can answer for you, or need to start a QuickBooks® account with a discount I can provide, please reach out and let me know.
Whatever the case, I look forward to hearing from you soon.
All the best,
Barbara