Most often my new clients think of QuickBooks in one of two ways. Either as a daunting, intimidating software that they will easily and quickly mess up or as a customizable accounting system where they jump in and build it to look like what they think an accounting/bookkeeping system should look like, per their logic. The first business owner or administrator displays fear and intrepidation of not knowing and knows they don’t know, while the second owner conversely overestimates their accounting abilities and sometimes unknowingly, but blissfully bypasses normal accounting rules and regulations. Unfortunately at times there is a pervasive attitude of “The rules don’t apply to me or my situation.”
My method of simple, streamlined bookkeeping while keeping out the clutter allows businesses to easily see their numbers and understand their revenue and profit or loss so they can make better decisions about their operations. In both cases above one client is cared for with reassurance that QuickBooks can be fixed and they can’t mess up something that bad. Yes I know that there are rare occurrences where starting over is the option, but it has happened only once in my 10 year QuickBooks business experience. The other client is gently molded with more favorable suggestions or highly recommended steps to bring their data file in line with normal accounting structure so that it can benefit both their time and expense.
I actually had to tell one medical professional business owner to please not tell their CPA my name because I was so embarrassed by how the client set up the file and was politely refusing to do it any other way. He had actually made all of his vendors the chart of accounts and all of the chart of accounts his vendor list. It was really quite creative~! My method is not to judge or scold with stern speeches, but to guide and offer options so the client will understand and equally as important, their CPA and the IRS will not have any questions with regards to their financial file when we are done.
I am all about “Taking Care of Your Financial Clarity” and creating amazing financial relationships through QuickBooks training in Phoenix and via remote access outside of Arizona~! It is in your best interest to contact me or find someone who will help you do your books with integrity.