Get Unstuck with Your Quickbooks Online Issues
in 1 hour each quarter
without the uncertainty, without the stress, or wasting time spinning your wheels
If you’re a small business owner looking to get help with Quickbooks Online for coding expenses or getting some messy items resolved while kicking the stress of DIY'ing the books alone than you already know that…. you need to find a Quickbooks Online coach.
Bookkeeping is manditory and not an option if you are a business owner.
Keeping a clean set of books helps you to stear your business in the right direction AND keep the IRS off your doorstep.
Doing the bookkeeping yourself at first saves money, and helps you to learn a very important piece of your business that will be valuable once you hand over the reins to an experienced bookkeeper.
But did you know that you could have a Quickbooks coach to help you not go it alone?
HERE'S WHAT YOU
MIGHT NOT KNOW
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If you set up your books accurately at the beginning, you save yourself tons of time, energy, stress, and money.
Winging it in Quickbooks is not an easy feat, trust me, I've been there when I first started my business. Sure there are lots of plesant little tutorials, but there's lots of accounting pot holes for you to get duplicate entries, misclassify expenses, or deposit funds without applying it to the correct account. If you don't know what you are looking for it also gets super stressful because you just feel helpless and stressed. If you are doing something wrong for years, the errors compound and will create a heafty clean up bill when you transition to a bookkeeper. -
There is an efficient method to doing bookkeeping.
Bookkeeping doesn't have to take a million years to complete. There's a lot of technology that actually helps it to take less time than it ever has. -
Cost Effective
Did you know the minimum monthly fee for a Quickbooks Live Bookkeeper starts at $400/month AND it's just for super duper basic bookkeeping, i.e. reconciling your bank accounts and matching expenses to your bank statement. That's a lot of cash that you can save if you learn how to do those things yourself. -
Bookkeeping is the same processes every month. You get the process down, you can do your own bookkeeping.
That's right, every now and again there might be a weird entry that you have to deal with, but many small business owners with limited expenses or complicated structures can DIY their bookkeeping until it makes sense for them to outsource. -
Keeps you in the loop
This is an important one, once you know how to do the bookkeeping, you'll always be in the loop. It will help you to know what you are looking for and avoid an employee taking advantage in the future. -
Learning the basic business finances helps your business in the long run.
If you know your numbers, it's helps you to know exactly where your business stands. Are you making money? Are you losing money? If you don't keep your books current, you just won't know.
Even though the reasons to DIY your bookkeeping are obvious, the path to doing it successfully is anything but
YOU NEED A QUICKBOOKS COACH
Don't go it alone, have a battle tested bookkeeper by your side.
So you finally transitioned away from those spreadsheets, and you heard Quickbooks Online was the way to go and not that hard.
So you purchase the file, open it, watch a couple of the tutorials and said to yourself. "Ok, I got this."
You link up your bank account, not too bad!
Go to invoice a client, "Ok, not exactly sure how to customize this bad boy, but I can live with it."
Then comes the expenses, "Do I add this as a bill? A receipt? and Expense?" Hmmm.... this is starting to get complicated.
"Wait a minute, what expense account do I use? Can I actually write this off? What happens if I paid for this with my personal card? How do I add that to Quickbooks?"
And the questions keep mounting and before you know it, you are in the stress vortex of having no idea what that actual f to do and dreading even moving to Quickbooks Online in the first place.
Hold the phone! You didn't make a poor choice by starting with Quickbooks Online. All you need is a little guidance to teach you the way and answer the questions you have to get you back on track.
With a quarterly check in in the form of a one on one recorded zoom meeting with a Quickbooks ProAdvisor, you can get your questions answered, and issues repaired, all the while learning how to correct them next time. Not only that, you have a video you can reference when you get into a pinch and can't remember what that dang bookkeeper told you to do!
The 3 Myths That Are Keeping You From Getting Your Books in Order with Less Stress
Myth #1
I Don't Have Time
I get it, bookkeeping isn't super fun, but it's not an option.
If you don't care because of how important it is to know your numbers, you need to care in case you are audited by the IRS.
They don't care if you "didn't know" how to do the books, they expected that you would learn how or hire someone to them.
You have to find the time, and once you slow down to set it up properly and learn the method, it should take less time if you are consistent.
Myth #2
I'm not good at numbers
I went to Art school and in my early days I was in a band and doing photography! I'm a creative who's learned to love bookkeeping. I know how to teach it to those who aren't in the math world!
Can you follow a process? Good! Let Quickbooks be good at math for you.
Myth #3
I'll just outsource right away
This is common and understandable, but having a good grasp on the bookkeeping process, routines, and controls is very beneficial to help you avoid fraud and embezzlement from an employee. If you hand over the keys of the kingdom right away, it will be harder to spot if someone isn't being very honest.
Shh...I'm going to let you in on a little secret
Do you ever feel like if you start paying attention to your bookkeeping, your going to get weighed down with daily tasks you don't want to do?
I used to think that too!
But here's the good news, once you learn my simple method, the technology does most of the work for you, letting you get back to your favorite business activities of serving your customers!
Get a Quickbooks Online ProAdvisor on your team to be the visionary leader you are!
Frequently Asked Questions
What people asked before booking Quarterly Check Ins
There is a limited number of quarterly check-ins available. Your card will be charged when you book the appointment in order to hold your spot. If you chose to cancel your appointment with less than 48 hours notice, you will be offered a credit for a rescheduling, but a full refund will not be available.
Quarterly check ins are set up to be auto-recurring payment. It's highly recommended to do a minimum check in on a quarterly basis, but you don't have to do a quarterly check in. We require 48 hour notice of cancellation of the auto-payment.
Bookkeeping isn't rocket science, especially in the early days of a majority of small businesses. It's a process when done consistently, minimizes effort and stress.
That's right, bookkeepers are expensive and rightfully so. A good bookkeeper has the experience to keep your books in order and works with your CPA to make sure you get the maximum write off. They also cut your cost on the CPA side because there's no guess work or puzzle pieces for the CPA to figure out.
Depending on availability it is possible to do more frequent check ins, please contact me to request a quote.
Outsourcing to a bookkeeper is a minimum of $400/month. By doing this hybrid method of doing it yourself with a bookkeeper's assistance, saves you money each month by doing some items yourself, but also saves you a lot of time by having counsel from an experienced bookkeeper.
Book Your Quarterly Check-In's Now
Get a Quickbooks ProAdvisor on your team for a fraction of the price!
