QUICKBOOKS® CONSULTING
AND OUTSOURCED CONTROLLERSHIP

Outsourced Controllership, QuickBooks Consulting and Troubleshooting
(Prepayment Discount Options available when prepaying 20 - 30 hours of consulting service upfront)

Outsourced Bookkeeping Services at your office location or from ours.

QuickBooks Data File Analysis Assessment of the health of the data file.

Monthly/Quarterly Analysis/Maintenance of Accounting Records
Monthly/Quarterly may include any of the following or be customized to fit the client's specific needs:

  • Running diagnostic routines on QuickBooks reports,
  • Reviewing subsidiary account balances,
  • Reviewing transactions and general ledger postings,
  • Reviewing bank reconciliations,
  • Recommending changes to transactions allocations,
  • Reviewing and recommending changes to the Chart of Accounts,
  • Report of Changes that had to made to your file,
  • A list of errors detected by our analysis

Telephone Support Plans
Per incident, 3, 6 or 10 hours of Telephone Support Plans expiring annually

QUICKBOOKS® SETUP

Designed to assist in using QuickBooks rapidly and effectively. Include on-site consulting and customized for each company's specific needs. Company employees may also take AV Accounting Services QuickBooks training courses and seminars at special discounted rates.

The use of the on-site consulting time depends on your business requirements. Typical QuickBooks startup consulting activities may include any or all of the following:

  • Setup of General Ledger (including customizing or building the Chart of Accounts and entering opening balances per the Company's records)
  • Accounts Payable
  • Accounts Receivable
  • Customized design of Forms
  • Sales Tax Tracking
  • Telephone Support
  • Inventory
  • Payroll
  • Networking the Company File
  • Onsite training for company employee(s)
  • 3rd Party Software Integration

QUICKBOOKS TRAINING WORKSHOP

Presented by:
INSTRUCTOR:
Amy Vetter, CPA/CITP, MBA
Certified QuickBooks® Advanced ProAdvisor,
Certified QuickBooks® POS ProAdvisor
QuickBooks® Enterprise Solution Provider Program Member
Intuit's Speaker Bureau Member
Intuit's Certified Trainer Network Member
Sleeter Group Certified Consultant
Florida Institute of Certified Public Accountants
Microsoft Professional Accountants Network

 

Workshop covers the following material :

Introduction to QuickBooks: Protecting and Sharing Data, Backing Up and restoring Data, QuickBooks Releases, Accounting 101

Managing Revenue: Invoicing, Customer Returns & Credits, Customer Payments, Bad Debt, Customer Statements, Finance Charges, Sales Reports

Managing Expenses: Entering and Paying Bills, Class Tracking, Vendor Set-up and Lists, Printing Checks, Tracking Loans, Handling Vendor Refunds, Petty Cash, Credit Cards

Bank Reconciliation: Reconciling Bank Accounts, Bank Reconciliation, Finding Errors During Bank Reconciliation, Handling Bounced Checks, Reconciling Credit Cards, Beginning Balances on Accounts

Reports and Graphs: Cash v. Accrual, Accounting Reports, Business Management Reports, Graphs, Building Custom Reports, Memorizing Reports, Processing Multiple Reports, Exporting Reports

Company File Maintenance, Set-up and Customization: Set-up Process, Adjusting Opening Balances, Users and Passwords, Customizing Icons and Windows, Items and List, Modifying Sales Form Templates


Fee for entire Workshop: $295 (includes a QuickBooks Student Instruction Book)

Payment is NON-REFUNDABLE and is due at time of registration. Checks or credit cards accepted. Checks payable to: AV Accounting Services, Inc..

Note: If you use a laptop with QuickBooks 2007 installed - feel free to bring it to the Workshop. However, a computer is not required.


REGISTRATION INFORMATION:

Next scheduled classes and dates are:


April 9, 2008 9AM - 5PM - Managing Your Business with Quickbooks (Part I)

April 16, 2008 9AM - 5PM - Managing Your Business with Quickbooks (Part II)

April 23, 2008 9AM - 12PM - Accounting 101

Guaranteed RSVP (as seating permits). First Come First Serve Basis thereafter.

**NOTE: Materials CANNOT be guaranteed for late RSVP's by first class meeting!**


Register for our next scheduled class by calling (954) 349-8613

or

IF YOU ARE INTERESTED IN TAKING ONE OF THE SCHEDULED CLASSES,
LET US KNOW! CLICK HERE TO COMPLETE THE FEEDBACK FORM
AND IN THE ADDITIONAL COMMENTS SECTION, TELL US TO CONTACT YOU ABOUT WHEN THE NEXT QUICKBOOKS CLASS IS OFFERED.


THE QUICKBOOKS® FIELD GUIDE

The QuickBooks® Field Guide is a handy tool for accountants and QuickBooks® consultants to utilize during the set-up and training process with clients and to leave behind as a resource for future reference. The QuickBooks® Field Guide is a full-color, 92-page training reference created specifically for clients who are new to the program.

In 21 simple lessons, the QuickBooks® Field Guide walks your clients through the initial steps for set-up, showing them (with screenshots), how to use each feature of the program, and concludes with some tips and tricks that your clients may not learn on their own. It is an invaluable resource for accountants and consultants who provide QuickBooks® training or implementation services to clients.

Your clients will find the QuickBooks® Field Guide a convenient and practical resource and will be able to easily reference the lessons that you taught them after training has concluded. They will have the answers to simple and frequently-asked questions at their fingertips, enabling them to feel more confident in their QuickBooks® navigation and practices.

The QuickBooks® Field Guide is only $79 + shipping & handling. The QuickBooks® Field Guide can be purchased via phone by contacting us at 954.349.8613 or faxing your name, company, phone number, address, quantity, credit card number, expiration date, CVV number and name on card to 954.241.6712.


 

PURCHASE QUICKBOOKS® AND OTHER INTUIT® PRODUCTS
AT A DISCOUNT THROUGH THIS SITE!
CLICK HERE.