Our Tailored Services for QuickBooks® in Phoenix

Our Tailored Services for QuickBooks® in Phoenix

At K. A. Lindow, CPA, PC, we provide the services business owners need to utilize QuickBooks for bookkeeping fully. We are passionate about helping businesspeople understand this powerful accounting tool because we recognize its incredible value. Our team strives to build your knowledge and guide your team’s development, enabling you to easily access information from your books and understand your company’s current financial situation.

We welcome business owners from across a variety of industries, entity types, and business sizes. You can trust that we’ll treat you with dignity, regardless of whether you have recently started using QuickBooks or have been using it for a number of years. Contact us today to schedule a consultation to discuss our virtual services for QuickBooks in Phoenix.

Call: (480) 734-3758 Book a Consultation

Do I Need Assistance for QuickBooks Bookkeeping?

Many business owners lack the prior experience or time to learn the finer points of using QuickBooks. Our team provides the necessary insight and experience to use this powerful software in a way that benefits your business and keeps your books clean. We are dedicated to empowering business professionals with the information and resources necessary to turn their professional goals into reality, and our bookkeeping services for QuickBooks play a crucial role in your venture’s success. Here are some signs you need our virtual services:

• Difficulty reconciling bank statements
• Errors in transaction entries
• Entry dates that jump from one year to the next
• Discrepancies in recorded and actual inventory
• Lack of profitability

Benefits of Training for QuickBooks

When you’re trying to determine which services will improve your business, it’s natural to weigh the costs and the benefits. We are happy to discuss what our service entails, the extent of our training for QuickBooks, and the results you can expect. Our team is committed to giving you the tools necessary to help your company succeed, and that includes understanding QuickBooks. Here are some of the benefits of selecting our team for your support for QuickBooks:

• Team Development: We offer training to develop your or your team’s understanding and proficiency in QuickBooks. Our goal is to give your team the skills and insight required to use the various aspects of the bookkeeping platform confidently.
• Saving Money: Hiring an in-house QuickBooks expert includes additional costs like insurance and paid time off. However, when you select our team for your virtual support, you only pay for the services you need, which saves money.
• Tax-Ready Books: Complying with IRS laws is non-negotiable, and keeping your books clean and tax-ready can improve tax season. QuickBooks is an effective way to maintain accurate and current records, which makes it easy to locate the information you, your tax preparer, or an auditor need to verify tax compliance.

Our Approach to QuickBooks

We believe that your business, vision for its future, and objectives are unique and deserve individualized services. That’s why we take the time to get to know you and ask questions to uncover pain points that we can address. Our team understands that you have a busy schedule and your company needs your leadership, so we schedule our services for QuickBooks around your day. We offer virtual services, allowing us to remotely review your books and identify any issues for both QuickBooks Online and QuickBooks Desktop.

Once we’ve looked into your books, we present solutions to problems with your company’s books. We’ll provide helpful insight into the adjustments that need to be made, and we can remotely make the adjustments on your behalf. Our team leverages years of experience and time-tested methods to offer suggestions for improvement or provide training to equip you or your team with the skills to navigate and use the QuickBooks software properly.

QuickBooks Bookkeeping FAQs

Selecting a team to provide guidance and training for QuickBooks is an important decision, and we understand that you will have questions. We encourage you to share your thoughts and concerns. Our team is happy to provide the answers and information you need to feel confident in your decision. Here are some of the most common questions we receive regarding bookkeeping and training for QuickBooks in Phoenix:

Can you work with my back-office team?
Yes. If you have a bookkeeper or an accountant on your team, we’re happy to work with them and train them to use QuickBooks software.

Should I be using cash or accrual in bookkeeping?
The type of bookkeeping your company should use is dependent on your venture’s particular needs. Our team can help you determine if you should be using cash or accrual bookkeeping.

What if I have a question outside of our scheduled meetings?
Our team is readily available throughout the year to answer your questions. You can reach us by phone, email, or a Zoom meeting.

Our Insightful Training for QuickBooks

At K. A. Lindow, CPA, PC, we provide the training and bookkeeping support business owners need to lead their company into the future. We proudly assist businesspeople in Phoenix and throughout the nation with our reliable services for QuickBooks. Our team is excited to meet you and begin a professional relationship established on trust and quality services. Contact us today to learn more about our bookkeeping services for QuickBooks in Phoenix.

Call: (480) 734-3758 Book a Consultation

10 Reasons Why You Should Use QuickBooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here’s 10 reasons why you should be using QuickBooks.

1. You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.
2. You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you’re making money and whether your business is healthy.
3. You save money because QuickBooks is so affordable. You can use it to run a $5 million or a $25 million business for a few hundred bucks. PC accounting software is truly one of the great bargains in business.
4. Your business can grow with QuickBooks. QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan for the future. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.
5. You can customize QuickBooks to work the way you want. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for Contractors, Retailers, Health Care Professionals, and Non-Profit organizations.
6. You can rest assured knowing that QuickBooks is a stable, reliable and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. You can’t go wrong with a software program with such an extensive installed user base.
7. You save typing time and errors by sharing data between QuickBooks and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT.
8. You will get paid faster with QuickBooks online payments. E-mail an invoice or statement and with QuickBooks Online Billing, your customer can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!
9. You can easily accept Credit Cards. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don’t have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, or American Express.
10. You can pay your bills and bank online. Setup your current bank account in QuickBooks, and you’re ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest! Pay anyone in the U.S. from your credit card companies to your pizza service. Online Banking also lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.

Let’s Talk: (480) 940-8351

Our Business Consultants Can Help You Setup Quickbooks

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

How Much Does It Cost?

We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.

As with any accounting software program, installation and training take time – time taken away from managing your business. Here’s a short list of the services we provide during your QuickBooks setup:

• Study and evaluate your software and accounting needs.
• Recommend software and hardware requirements.
• Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
• Determination of your QuickBooks starting date
• Loading your chart of account and balances as of that starting date
• Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
• Entering your outstanding accounts receivable and accounts payable details as of your starting date
• Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
• Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
• Entering your transactions since your starting dates into QuickBooks
• Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services

• Follow up training to ensure the client is “on the right track”.
• Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

Let’s Talk: (480) 940-8351

Why Choose One-on-One Training Instead Of A Class?

Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.

• We come to your location.

• We focus on the individual issues facing your business.

• We will be there to answer your specific questions and concerns.

• No need to spend time on features that don’t impact your business!

Call today to set-up an appointment.

Let’s Talk: (480) 940-8351

Ask a Question About Quickbooks

QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records.

Employees in your accounting department will find comfort in knowing an Expert in QuickBooks is only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.

How Much Does It Cost?

There is no charge for most questions. There will be a charge if it requires more than 15 minutes to resolve.

Questions may be called in, left on voice mail, faxed or sent via e-mail. A Professional Advisor who specializes in working with QuickBooks will respond with a detailed solution to your problem or question, usually within 24 hours.

100% Money Back Guarantee

If we cannot adequately resolve your problem or question, your money will be refunded 100%, guaranteed.

Let’s Talk: (480) 940-8351

Overhaul Your Accounting System With a QuickBooks Tune-up

Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you’ll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.

Price: $295

A QuickBooks Tune-up is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money!

Let’s Talk: (480) 940-8351