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QuickBooks consulting

Using QuickBooks®? Not sure if you are doing it right? We can help.

From set up and training to periodic monitoring, tpbs can support your QuickBooks needs.

certified QuickBooks ProAdvisorWe have found that, while QuickBooks is easy to use, it is also easy to "mess up." Often, business owners and managers may not even know that the financial statements they rely on are not correct. tpbs has a team of QuickBooks certified consultants that can coach you on the best way to use the software.

Listed below are some questions that may indicate problem areas in your financial statements. If you don't know the answers, or know that these are problem areas, you should seek help so that you have sound financial information on which to base your decisions.

1. Is your retained earnings balance correct?
2. Are your loans or note payable balances correct?
3. Are there amounts in the account called Opening Balance Equity?
4. Are there either Accounts Receivable or Accounts Payable balances on the cash basis balance sheet?

You should know the answers to these questions. If you don't, tpbs can coach your accounting staff to watch for and avoid common QuickBooks mistakes, as well as to improve your financial reporting.

Call or email us today. We can help. Telephone us at (916) 929-1006 or email us.

 

NEW!

View our online QuickBooks slide shows:

Quick Tips: Avoiding Accidental Prior-Year Changes

Voiding a Check from a Prior Period

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