QuickBooks Training & Consulting

We provide consulting services to help you figure out the optimal bookkeeping software solution for your small business, and training services to help implement it. We’ll take into account factors such as the industry you’re in, the scale of your business, and the government reporting requirements your business needs to meet to determine the system that’s going to work best for you.

Basic QuickBooks Training

In most cases, a modest amount of personal, one-on-one training lets a business get going with its accounting. In an hour or two, we can show you how to deal with the basic transactions you’ll actually record when you use QuickBooks for real, let you tour QuickBooks with one of our accountants acting as your guide, and just generally make sure you get off on the right track.

Don’t hesitate to contact us if you’re ready to get your accounting system off the ground. (And if you’re in need of extra QuickBooks help and enjoy reading, you may also want to try Steve’s book, QuickBooks for Dummies.)

QuickBooks Help for Construction Contractors

Construction contractors face some unique accounting challenges that stem from two Internal Revenue Code requirements: 1.) They must capitalize construction costs so the costs can be matched with construction revenues, and 2.) large contractors often must recognize income as a construction project progresses, based on the percentage of completion, rather than at the point the contract is completed.

If you’re a contractor and need these types of construction accounting services, please consider contacting us. Construction contractors represent an area of industry specialization for us, and we can help you pick the best QuickBooks product for your business and demonstrate how to do the job costing and project costing with ease.

QuickBooks Help for Retailers

If you’re an independent retailer, the scope of your inventory can make it difficult to truly know how much money you’re making in your business. A large inventory investment makes it challenging to keep track of which items are hot and which are not.

The solution is a point of sale system that lets you know precisely what sells and what’s in your inventory at a given time. And QuickBooks Point of Sale (POS) is a very good retail accounting solution that works seamlessly with QuickBooks Pro.

Large retailers typically enjoy two concrete benefits by installing good point of sale systems: 1.) They see their sales increase because they stock more stuff that sells well, and 2.) they see their inventory investment decrease because they stock less stuff that doesn’t sell well. So a point of sale system might let you increase your sales by 5% or 10%, not to mention the cash savings you enjoy by reducing your inventory of slow-moving items. If this sounds as exciting to you as it does to us, consider contacting us to discuss how we can help you implement this valuable investment for your business.

Pricing and Contact Information

If you’re interested in having us help you set up your accounting system, feel free to contact our office for a quote (our number is (425) 881-7350, or you may use the form on the contact page to send us an email). Once we have an idea of the scope and complexity of the work involved, we’ll be able to give you a solid estimate on price.