Saturday, March 17, 2012

What does it cost to get QuickBooks® Certified?

It costs $549 and you get is $6k in software, tech support, services, and other things you'll need to run a successful practice.
Starting with hours of training for the QuickBooks® Certifications, plus unlimited local phone support, and advice from sucessful QuickBooks consultants from how to find new clients to how to raise prices for existing clients, the ProAdvisor program is packed with resources that we can leverage in our practices, if we know they are there.

MEET UP WITH QUICKBOOKS PROFESSIONALS IN SEATTLE, Sponsored by Intuit
FREE: Great food, drinks, deals* and $1k in door prizes
Thursday, March 22nd , 4:30 pm - 6:00 or so
Where: Razzis' Pizza: Greenwood
8523 Greenwood Avenue North
Seattle, WA 98103
RSVP: shelly@thequicksource.com

This is an easy, fast-paced opportunity for Q & A, with the answers coming straight from Intuit. We'll also hear from some of our members and their experience and advice in their journey in the ProAdvisor Program. A few lucky members will be chosen to record informal videos telling their ProAdvisor Story.As always, bring your business cards and be prepared to introduce yourself and have fun "talking QuickBooks" with other professionals who make QuickBooks® their business.

*Deals (day of event only)
$50 off ProAdvisor Membership (new members only)
$100 off additional firm member (new members only)

Friday, March 2, 2012

Getting ready for your CPA: QuickBooks Year-End Checklist

QuickBooks Year-End Checklist

Checklists make work faster and easier, and even a simple checklist can save hours of time at year-end.
A Year-End Checklist
• Saves time: you do each step in order, you never back-track, duplicate, or do unnecessary work
• Increases accuracy: you tackle the issues the that come up only once a year, like Inventory, Fixed Asset depreciation, Owner’s Wages, etc. the same way, using the same system, and the books are consistent year over year

Here are a few items that should be on everyone’s QuickBooks Year-End Checklist:
 Banking >Reconcile: Use the reconciliation function to match your QuickBooks balances to the balances on your bank and credit card statements and eliminate duplication and errors in your accounts.
Expert Tip: Run a QuickReport, and filter for uncleared transactions.
 Reports >Company and Financial >Balance Sheet Prev Year Comparison: Start with the first checking account at the top of the report, look at its balance and ask yourself this very important question: “Does this make sense?”. Look at the “$ Change” column, it shows you exactly what changed from one year to the next, like if you added a new “Fixed Asset”, and then ask yourself that same question. Wherever possible, confirm balances with outside source documents such as statements, bills, etc.
Expert Tip: Toggle the report basis between Cash and Accrual, does A/R or A/P appear on cash basis? If so, watch this short video “QuickBooks cash basis Accounts Receivable and Accounts Payable
 Banking > Make Deposits: Never close the year without doing this step. If a window pops up showing that you have money waiting to go to the bank from last year, you don’t want to close until you find out where that money went.
Expert Tip: Save time by using “Fix Undeposited Funds” in the Client Data Review
 File > Back Up: When the year is completely rapped up and all the numbers are finalized, make a backup. If you are ever asked to give your QuickBooks file to the IRS , you be ready to give them the info they need, and nothing more.
 Upgrade: Every May 31 Intuit “sunsets” software and it’s really not wise to run a business on un-supported software. To check your version go here: QuickBooks service discontinuation policy and upgrade information. Before upgrading make sure you listen to this short training: "Upgrading QuickBooks? Make sure your data file is healthy before you do it! "

Want more info: Listen in as 2 QuickBooks Expert walk through their year-end, sharing the secrets they’ve learned from years of experience: Prepping the QuickBooks data for your CPA at Year-End

Friday, February 3, 2012

Free Small Business Tax Workshop

Brown Bag Tax Workshop for Small Business Owners
Date: Wed 02/08/2012 - 12:00pm - 1:00pm
Class Fee: FREE
Location: Washington Women's Business Center
RSVP via Email: classes@seattleccd.com
Questions: (206) 324-4330 Ext. 100


This fast-paced Brown Bag is for small business owners who don't have a CPA, or don't have an accounting system to give to their CPA all the info they need. QuickBooks Training Expert Shelly Robbins and CPA's Dennis Thompson and Mary Beth Herold team up to take the mystery out of filing federal income taxes for sole proprietors and LLC's, and give you practical tips for setting up QuickBooks to make tax reporting easy. More info: Brown Bag Tax Workshop for Small Business Owners

Location Info:
The Washington Women's Business Center
Community Capital Development
1437 S. Jackson St
Seattle WA 98144

This fast-paced Brown Bag is for small business owners who don't have a CPA, or don't have an accounting system to give to their CPA all the info they need. QuickBooks Training Expert Shelly Robbins, and CPA Dennis Thompson team up to take the mystery out of filing federal income taxes for sole proprietors and LLC's, and give you practical tips for setting up QuickBooks to make tax reporting easy.

Instructors:



Shelly Robbins, QuickBooks Training Expert




Dennis Thompson, CPA