Many small business owners and entrepreneurs prefer to do their own bookkeeping to really understand their business and plan for future growth. Some of the biggest challenges business owners face when doing their bookkeeping are the lack of knowledge of the accounting principles and not knowing how to use their accounting software efficiently. In our training sessions, you’ll learn the basics of accounting and bookkeeping, which will help you maintain your bookkeeping system properly and eliminate confusion. Our approach is to teach the process and watch as you go through the steps. By the end of our training sessions, you will be able to set up and organize your bookkeeping system, accurately post transactions, and pull clear financial statements.
Financial and accounting strategy sessions.
Set up, organize, and streamline your accounting/bookkeeping system
QuickBooks Online or FreshBooks tutorial and training sessions
Set up and customize third-party app integrations with QuickBooks Online or Freshbooks (such as TSheets, Square, PayPal, HubDoc, Wagepoint, Receipt Bank, Dubsado, and many more)
While outsourcing your bookkeeping and accounting can save time, managing your own bookkeeping system puts you in control and helps you better understand your bottom line. Over the years, accounting software like QuickBooks Online and FreshBooks have made their interface more user-friendly with automation, cloud accounting, and app integration to make it easier for business owners to navigate. This has made DIY bookkeeping more popular and simple to do.
By doing the bulk of the bookkeeping yourself, you pay less for accounting and tax preparation services because your books are in order. Additionally, you can save money by simplifying and streamlining the process. As you do your own books, you can find ways to integrate apps into an all-in-one accounting system without having to toggle between applications for invoicing, spreadsheets, gathering receipts, payments, and inventory trackers, to name a few.
Because you are posting transactions daily, weekly, and monthly, you have a hands-on view of all financial activity happening in your business in real-time. This means no surprises during year-end, and you can fix problems quicker, as soon as you see them.
As a business owner and entrepreneur, there’s no one else who will care about your business more. The more you know about all the details in your business, including operational costs, cash flow, profit, and the peaks and valleys throughout the year, the easier it is for you to budget and plan strategically for short-term and long-term goals.
I recently embarked on the journey of managing a small business and had the pleasure of connecting with Sal through a Zoom meeting to discuss my need for QuickBooks Online (QBO) coaching. Sal’s expertise and honesty immediately stood out during our conversation.
What truly impressed me was Sal’s dedication to problem-solving. There was a peculiar issue with my QBO that Sal couldn’t resolve on the spot. However, instead of leaving me hanging, she committed to finding a solution by reaching out to Intuit support team. Remarkably, within a few hours, I received an email from Sal with a solution that resolved my problem. This level of commitment and proactiveness, even before any commitment from my end to hire her, speaks volumes about Sal’s professionalism.
Although I ultimately decided to hire an accounting firm that also offers QBO coaching services, I owe a debt of gratitude to Sal. Her professionalism, honesty, and genuine care played a pivotal role in my positive experience. I highly recommend Sal for anyone seeking a knowledgeable and dedicated QBO bookkeeper and trainer.
Thomas Kong
Accounting By Sal Reviews
