Making Things Easy

Save time and money with QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. Quickbooks has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, QuickBooks handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows. 

Benefits include…

9

Save time by dealing with common tasks automatically. 

9

Generate and customize reports with ease. 

9

Easily customize and adapt your setup so that it will work the way you need it to work for your business. 

9

Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.

9

Manage invoicing and payments online — No more check-in-the-mail syndrome.

9

Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.

9

Pay bills online by setting up your current bank account in Quickbooks. Write checks in QB, click a button, and your financial institution does the rest. 

:

“Hassle-Free” Setup

Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QuickBooks for your business, you won’t lose any time on installation and setup of the system. 

We will…

9

Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.

9

Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.

9

Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.

9

Enter any transactions as of your start date into the QuickBooks system.

9

Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.

9

Follow-up training to make sure the system is working seamlessly for your business.

9

Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

:

Training for You and Your Staff

9

The quick and simple “fix” to any potential QuickBooks problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience.

No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operation and efficiency of your particular business.

Our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately.

:

Reset Your Quickbooks

9

Does your bookkeeping need a little housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

:

Let Us Help:

Julie Franklin’s Financial Stress Management Insights

One common denominator among my Catoosa County clients the last few years is an increase in financial stress. Often, it’s related to tax problems they need help resolving, but there are other factors involved, too. As prices rise, so does anxiety around...

1099-K Reporting Requirements: Clearing Up Confusion for Catoosa County Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...

Catoosa County Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Catoosa County pool, outdoor amusements, a little grill-out … maybe buying a new car?Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to...

Finding a Tax Preparer For Catoosa County Folks With IRS Problems

I'm guessing tax season isn't exactly at the front of your mind every day. But it should be! (At least in the top five things at the front of your mind.) Because as long as you're getting paid by someone or something, taxes don't stop. And when it comes to getting...

The Real Risk From An IRS Audit by Franklin Accounting

You see that piece of mail in your mailbox with the IRS letterhead, and the fear of an IRS audit kicks in. (Unless, of course, you've "been there, done that", and you had us on your side). But the natural fear of what the IRS might be wanting to tell you (the dreaded...

Franklin Accounting on the Best Way to Get Answers about Tax Debts

Getting answers from the IRS about tax debts is a HUGE issue for regular Catoosa County taxpayers. (Not to mention a little nerve-wracking.) This might be a note to save ... because I'm going to share with you the best way to find out "what's what" with your tax file...

CNC Status: Helping Catoosa County Taxpayers in Debt to the IRS

Owing money to the IRS isn’t so bad. Say what now? Yep, that’s right. It’s not such a terrible thing. Well ... as long as you’re broke, that is. Because if you have significant income or assets, the IRS is going to do everything they can to squeeze every last dime out...

How To Handle Your Catoosa County Company’s Payroll Taxes

It's no secret that for many people who get in hot water with the IRS, a very common reason is payroll taxes. For many, they aren't filing properly, "assuming" that their bookkeeper is handling it or their payroll software. But that isn't necessarily the case, I'm sad...

Financial Documentation Strategies for Catoosa County Taxpayers

Ah, the wonders of financial documentation... Today’s topic has the benefit of ensuring your Catoosa County "financial fortress" is as airtight as it can possibly be, which has its own advantages. Financial Documentation Strategies For Catoosa County Taxpayers "You...

4 Tips for Catoosa County Taxpayers Owing the IRS

For many Catoosa County individuals, families, and businesses, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due. But if you believe that the IRS won't come hunting for...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!