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QUICKBOOKS SET UP AND ANALYSIS

Learn how to set up a comprehensive, well-organized small business financial system using QuickBooks to help your business run smoothly and efficiently. You can learn how to perform essential business tasks and customize QuickBooks to meet your business and financial needs. QuickBooks allows you to track finances, manage payroll, process invoices, monitor inventory, manage sales and expenses, and more. It’s important to run your small business with confidence to accurately monitor how your business is performing. Some of the things you will learn are as follows:

  • Configure and customize QuickBooks for your business
  • Enter transactions quickly and accurately
  • Keep customer, vendor, and employee information in one place
  • Manage accounts payable and receivable
  • Manage customers and vendors
  • Monitor inventory
  • Track employee hours and manage payroll
  • Reconcile bank accounts
  • Set up and manage budgets
  • Create standard or customized business reports
  • Analyze business performance

Don’t delay in getting your business on track today. If your accounting records and finances aren’t in order, you cannot assess the profitability of your business. It will also create inaccurate records that will cause your business to pay more taxes than it should. Too many businesses allow their accounting records to fall by the way side. Please don’t be one of them.

Stacey M. Silva, CPA is a Walnut Creek CPA serving individuals and businesses.