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QuickBooks® Evaluation & Selection
QuickBooks® Customization
QuickBooks® Implementation
QuickBooks® Training
QuickBooks® Maintenance
Speaking

QuickBooks® Evaluation & Selection: Is Your Business Harnessing The Power?

QuickBooks® is a powerful software program. But its true power is unleashed only when it’s customized specifically for your business. How are you using it and are you using it well? I answer these questions when I evaluate your current system. If you’re new to QuickBooks®, I can help you select the package that’s best suited for your business and industry.

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QuickBooks Customization: Designing The Best System For Your Business

A QuickBooks® consultant takes the guesswork out of customization and designs a system around the way your company does business. When customizing a QuickBooks® solution for you, I spot issues, eliminate redundancies, and ensure that your tax professionals get the information they need to do what they do best. In addition, I can integrate industry-specific software packages you’re already using to communicate with QuickBooks®.

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QuickBooks® Implementation: Putting The Processes “To Work”

Customizing the overall system wouldn’t make much difference if I didn’t customize the day-to-day systems and processes. I provide a well-organized, seamless transition to the new system, saving your company both time and money. And because of my understanding of the manual method of bookkeeping, I create systems that will be intuitive to not only you, but also your bookkeeper. Ease-of-use is paramount to my customization and implementation strategies.

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QuickBooks® Training: Eliminating The “Guesswork”

Large companies have entire departments to perform accounting functions. Small companies have to use existing staff to get the job done. I’ll train anyone on your staff to perform the tasks associated with maintaining your QuickBooks® solution. The individual tasks are not difficult; they can dovetail with other responsibilities. Once you assign the right people to the right tasks and I thoroughly train them, your system will run like clockwork.

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QuickBooks® Maintenance: Information Is Power

The point of an accounting system is not just to give you a history of what happened. It’s also to give you actionable intelligence on how to move forward. Numbers tell a story, and business owners can learn to read this story. Each month a new chapter is waiting, which involves closing the books, printing out appropriate reports, and reviewing them. The real value in keeping track of the numbers is being able to manage more effectively and reach your goals. I always make this my number one priority.

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Speaking Topics & Engagements

One of the things I enjoy most is talking to entrepreneurs—be it young ones just starting out or those who’ve been doing business for a while. As a small business owner myself, I understand the challenges owners face. As a CPA and QuickBooks® consultant, I bring fresh insight into one of the biggest “headaches” company presidents have to deal with: understanding the larger financial picture. My speaking topics are wide and varied—from what you need to think about when starting a business to taking your financials to the next level. I’d be happy to speak at your organization.

Contact me today for a FREE 30-minute consultation. No obligation, nothing to lose.

mfs—Innovative QuickBooks® Solutions For Businesses

Proudly serving Greater Boston and Metro West, Massachusetts.