Servicing Southern California,
I am a sole proprietor helping small to medium size companies.
A Targeted
Training approach provides the right training at the right time to meet the immediate needs of your company, your
employees, and you.
Testimonials
"Robin was and is great in helping us with our
business' QuickBooks accounting. She is thorough and helpful, patient and
instructive."
"She was able to give me an understanding of
QuickBooks in a very short period of time and help me tailor it to the
specific needs of my company."
"Robin is very consistent, dependable and
ethical. We would recommend her services for any business setting."
"WOW! Robin did an excellent job!.... Robin
performs exactly what she advertises."
Read more at:
Intuit Proadvisor
QuickBooks
Training
Targeted Training starts
with the core of QuickBooks and is based on your existing knowledge and your specific accounting needs.
For further details, please click here.
Unlimited
follow-up phone and e-mail support are offered at no charge for all topics covered during
training.
QuickBooks
Troubleshooting
While there are many common mistakes companies make in QuickBooks
(see Top Mistakes), every troubleshooting assignment is unique and
requires a thorough examination of the QuickBooks data file to pinpoint the problems.
Once the problems are identified and resolved, training
can revolve around preventing the same errors in the future.
Credentials:
-
Advanced Certified
QuickBooks Professional Advisor
-
Certified
QuickBooks Professional Advisor since 1999
-
Enterprise Solutions Certified
QuickBooks Professional Advisor
Targeted Training
-
The
Chart of Accounts is the core of every version of QuickBooks, and I begin by
assuring you have a clear understanding of your accounts and how they
relate to the Balance Sheet and Profit & Loss.
-
Next
I will help you understand how QuickBooks interacts with the Chart of Accounts
through the different forms and lists that QuickBooks uses
to make managing your business easier.
-
Given the wide range of features available in QuickBooks, I first focus on
teaching you the areas of the program you currently use. We can then move on
to features you may need at a later date.
-
With the basics covered, we
can move on to more intermediate and advanced features
as they apply to your company.
-
For a
partial listing of subjects covered please
click here.
Top Mistakes
-
Lacking a clear understanding of account types
(using "Bank" type instead of "Credit Card" type)
-
Assigning the wrong type to an account (an expense
is assigned as an income type)
-
Not using or fully understanding QuickBooks
fabulous reconciliation process
-
Using Item types
incorrectly (especially for inventory)
-
Confusion about paying bills (using "Write Checks"
instead of "Pay Bills")
-
Confusion on making deposits
-
Confusion on liability payments
-
Confusion on entering money spent by owner for the
business and confusion on personal expenses paid by the company
-
Wrong dates - QuickBooks is a date-driven
software which directly affects the financial statements
-
Deleting or changing reconciled transactions
-
Inadvertently using multiple data files
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