What is a QuickBooks ProAdvisor? Your Tour Guide…and translator through the foreign country of accounting, Bookkeeping, and QuickBooks. A QuickBooks ProAdvisor is a Co-Pilot for small businesses through the world of bookkeeping and QuickBooks. A ProAdvisor is needed for two different reasons, (Translator, Co-pilot)
#1 Accounting is a Foreign Language: Let’s be honest, accounting is a Foreign Language with its own terms and lingo, based in math. To understand accounting, it must be studied and learned as if it’s a complicated language, only in numbers and Formulas instead of words. The field of accounting/bookkeeping is usually limited to those of us born with the ‘Math Brain’. Those of us without the ‘Math Brain’, tremble in fear upon hearing the words: math, algebra, geometry, accounting, bookkeeping, and TAX season!
#2 Co-Pilot: QuickBooks on the surface appears user friendly. Underneath is a sophisticated bookkeeping program with many “Bells And Whistles” that are often overlooked by users.
Setting up new QuickBooks accounts!
Are you new to QB, are you cautious about how to set up your own QB account. Then take a deep breath, e-mail me and let me help you set it up correctly.
The QuickBooks QB user interface appears a simple app, while underneath it is a very sophisticated program with many accounting features. Utilizing these ‘Bells & Whistles’ adds more value.
As a salesman selling you QuickBooks products, from my 2 1/2 months combing thru QB, I will be honest it’s a much better program when it’s set-up correctly and thoroughly.
The QB profile you will use will be custom tailored to your specific business needs, making sure every ‘Bell and Whistle’ is utilized to make sure your experience runs much smoother. Letting you focus more on your businesses day-to-day activity.
QuickBooks Co-Pilot
In one way a bookkeeper is like being an airline co-pilot. You the business owner being the captain with your focus on flying the aircraft, running your business. I’m your co-pilot watching the gauges, monitoring how the airplane is performing. Monitoring monthly Balance Sheet, Income Statements, Cash-flow. These three financial statements are the primary gauges to monitor the financial health of every business.
Monitoring Balance Sheet, Income Statements, Cash-flow, Retained earnings. These financial statements are the primary gauges to monitor the financial health of every business. These statements are the source for the in-depth accounting business ration’s (Liquidity, Efficiency, Solvency, & Profitability).
Financial Advisor – A bachelors’ degree in business, finance and accounting means having educated eyes watching those gauges, understanding those complicated accounting formulas and ratios.
Getting the most from QuickBooks
I will be honest it’s a much better program when it’s set-up correctly and thoroughly. Best description is: QB is thirsty for information, more details added the better QB will perform. QB looks very user friendly for clients to use, having a quality bookkeeper makes it smoother. Wanting to ensure my knowledge of QB would be expert level, so my clients get the most out of QB for the money. QuickBooks problems and issues arise when QB is set up with half the details, meaning you will not get the total benefit for your money.
Download one of either New Client Initial Consultation or Client On-Boarding
Fill out both pages and email them to me at Jason@StingraysBookkeeping.com
Look forward to working with you to solve your bookkeeping needs.