Either You Select An Accounting System For Your Business…
Or The IRS Does
North Bay’s Best Bookkeeping Firm
Contact us for a FREE one-hour consultation where you can share your questions about your individual or business financial and tax needs in utmost confidence.
Have An Accounting System?
If you have an accounting system and want to come over to QuickBooks, we are data conversion pros. We can safely migrate your data over without the headaches you might encounter doing it alone. And because we always assess every client’s specific needs, we will make sure your new accounting system is perfect for you and streamlined to ensure accuracy and ease of use moving forward.
QuickBooks For Businesses
We know you can get QuickBooks training from online webinars. You can sit in front of a computer for hours trying to figure out how Sample Company relates to your company.
Or you can get up to speed with your own personal QuickBooks ProAdvisor, Kai Bates, in a 1:1 setting using your own business as a model.
Because isn’t that the business that matters most? We think so.
Your Own QuickBooks ProAdvisor
Kai breaks down the complexities of QuickBooks into bite sized lessons that meet you where you are.
New to QuickBooks? Perfect.
Ready to become a QuickBooks ninja? We like your style.
Don’t even have an accounting system yet? We’ve got you.
Or you have an accounting system but need to change? We’re data migration pros.
If you’re trying to decide between QuickBooks and another cloud-based accounting software?
Let us tell you what QuickBooks can do and why we recommend it for many of our clients.
FAQs About QuickBooks For Small Businesses
Why Do I Need An Accounting System?
One rule-setting entity you don’t want to ignore is the IRS. The IRS requires a business to maintain a “common sense” accounting system designed so you can calculate income as well as the taxable income related to it.
Taxing authorities notwithstanding, at the end of the day, you can’t run a business if you have no idea how much money you have coming in, going out, or what’s up with the inventory.
QuickBooks makes your success easy to monitor by giving you an accurate overview of your company’s true financial condition.
Why Is QuickBooks The Right Choice For My Business?
QuickBooks also grows with your business meaning that if you start out on the right system, it will serve you well for years and years – maybe even the entire lifespan of
your business. And because QuickBooks has been around for so long, you can assume it will still be around long after the new startups have vanished.
It’s also easy to find bookkeepers and accountants who are familiar with QuickBooks, like the team here at Books In Balance.
If I Have QuickBooks Why Do I Need A Bookkeeper?
When your bookkeeper spots something that’s ended up in the wrong place, they’ll help you fix it so your financial records are always correct and compliant.
Need a report generated and not quite sure what it is trying to tell you?
A good bookkeeper can translate and help you make sense of your financial reports so you can confidently make critical business decisions based on the best information available.
I Tried To Set Up QuickBooks Before And It Was Just So Overwhelming!
Our trainings are designed to make recording your most critical transactions effortless.
You work 1:1 with your personal QuickBooks ProAdvisor, Kai, who has designed a custom strategy just for you and one that’s designed specifically to have you working inside the software with complete confidence.
You handle your tasks at your own pace and you’ve always got a lifeline call if you get stuck.
My QuickBooks Is A Mess. Can You Get It Cleaned Up?
We sure can. We’ll make sure that all your records are cleaned up and then we’ll reverse engineer to figure out where things might have gotten out of order.
Our best trick for a successful QuickBooks setup is to help you identify the key transactions you need to master to keep your records accurate and to make the generation of key financial reports easy.
If QuickBooks Is So Easy, Why Should I Pay A Professional To Help Me Set It Up?
While QuickBooks is easy to use, that’s still no reason to go it alone figuring out how your specific business activities transform into proper, standardized QuickBooks entries.
We look at your business and we figure out the key transactions you need to generate right away inside your accounting system…and then we teach you how to do them.
We also provide ongoing support to make sure you’re always 100% confident using the software. As your needs change, we train you up and take you next level.
What Are The Biggest Benefits Of Using QuickBooks?
With real-time financial data at your fingertips, you can see patterns emerging.
Have a leaky section or department where overhead is gobbling up profits?
Have an accounts receivable department that isn’t receiving?
Spot these issues before they become big problems. With clean financial reports produced at the right cadence for your business, you have the information you need to make the right call.
Beyond QuickBooks, we can help you with business consulting services when you need them or with operational assistance.
How Do We Get Ready For Our QuickBooks Setup Training?
Our goal is to make your move to QuickBooks simple – regardless of your current situation. But there are a couple of things that, if you can track them down, will make getting your company set up in QuickBooks easier.
It helps to have:
- a copy of your most recent tax return
- your taxpayer identification number (or social)
- your banking information
- a few unpaid invoices and bills to use as training entries
- inventory items if you sell physical products
- payroll documents if you’ll be using QuickBooks to manage payroll
If you can’t put your hands on these items – or they aren’t relative to your situation?
Don’t panic. Our comprehensive assessment of your business means you’ll know exactly what you need and what to do next.
Every service we offer at Books In Balance is designed to deliver balance to your books and to your life.