Do you need help with QuickBooks or getting your accounting straightened out? I can help.
And did I mention IRS and FTP Taxes.
Do not forget your Sales Tax filing, also
Now would be a good time to file your tax extension forms for your personal taxes even if you believe that you will file on or before the deadlines.
No need to get busy, behind in your bookkeeping and forget at the last to file.
Do you know your financial position at the end of the 4th quarter 2023? Have you downloaded data into Quicken/QuickBooks from your bank and categorized your expenses for 2023.
Are you caught up on your bookkeeping.
? No? Time to get started! Now is the time!
It is time to clean up your chart of accounts, inactivate old customers and vendors, and cross-walking your accounts to the proper IRS form categories.
Get a jump on organizing your records so you can file this year's taxes on time.
Now is the time to catch up and plan.
Did you realize that the federal tax code changed dramatically in 2018.
It is a whole new tax world.
Do not leave tax deduction money on the table.
Did I mention that you must complete the all new IRS W-4 form for tax withholding for 2024? There is a separate W-2 for the State.
If you have a new job, you need to rethink your tax strategy.
Purchased a new home? Lucky you! Let us get going!
Resolve now to use QuickBooks, QuickBooks Online, or Quicken for your record keeping.
Equally important is to review and ensure the accuracy of your 2023 accounting data to maximize your tax deductions for this past tax year or next year.
You will thank yourself when the April 15th income tax crunch comes around.
It is not too late to download all your banking and credit card transactions into the application.
Typically, there is a 3-month window.
Get started now with a little help from your friendly "QuickBooks Therapist.
"
Quicken, QuickBooks Pro desktop, new QuickBooks Online (Cloud), and industry-specific "therapy" for the new 2024 and past 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014 and older versions! Point-of-Sale and Quicken Property Management, too.
Did I mention that Quickbooks can be used by nonprofit organizations to do their fund accounting? Yep, I am your person for nonprofit accounting, too.
This includes Mac and Quicken Essentials/Simple/Deluxe/Premier, PC, and the QuickBooks Online versions of the popular personal and business accounting software.
This experienced instructor, business professional and Intuit ProAdvisor is available to solve your computerized record keeping woes.
Your instructor has an MBA, over 20 years of experience, and the longest running QuickBooks class program offered in the California Community College system.
Yes, I can "fix it" and chairside train you without starting over.
Help is here for Windows and Mac users of Quicken, Quicken Home & Business, Quicken Essentials/Simple/Deluxe/Premier for Mac, Quicken for Real Estate Property Management, QuickBooks, QuickBooks Pro, QuickBooks Premier, QuickBooks Online, QuickBooks Nonprofit, QuickBooks POS, and QuickBooks Construction.
Assistance is provided at your location with hands-on solutions and chairside aid.
Any release of QuickBooks and Quicken for either the MAC or PC.
Update to the new QuickBooks version desktop, online, or cloud version.
QuickBooks and Quicken are the preferred low cost, easy to use solution for consultants, retail, services, real estate, property managers and others.
Which one is for you?
I have particular expertise in using Quickbooks online and desktop for non-profit organizations.
Finally, I have worked successfully with many senior citizens, some older than 80 years young, to use Quicken on either a MAC or PC.
If you can send an email, you can use Quicken.
QuickBooks Services include but are not limited the following.
Installation of QuickBooks software and integration with other applications.
Review the Chart of Accounts.
Import/Export of data files including addresses, accounts payable, accounts receivable
balances, and history.
Correcting errors in Accounts Payable when the vendor has already paid
Correcting errors in Accounts Receivable when the customer's check has already been
deposited.
Checking account reconciliation and correction.
Corrective general journal entries.
Using your smart phone (iPhone, Android or others) credit card reader for merchant credit
card processing
Payroll processing.
Credit card processing and reconciliation for both merchant and issuer accounts.
Year-end Tax and accounting export to your tax preparer or CPA.
Rates: $70.
00 an hour with a 4-hour minimum initial chairside meeting.
Telephone assistance is available.
Payment accepted with your personal check and an invoice followed by your payment with a check.
Last updated: March 22, 2024
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