Managing your Business Finances like a Pro: Getting Started

Begin managing your finances using QuickBooks with these
simple steps and quick tips.
Getting Started Consult with your accountant and discuss the use of QuickBooksBuy and Install QuickBooks pro (You can buy through us here)Structure your various accounts- Start with the minimum number of accounts, then expand.Establish an accounting routine that works for you and stick to it.Work with your accountant and keep in close contact all year round.
Good Accounting Habits Record Transactions regularly. Including but not limited to: Buying/Expense: bills, checks, credit, paying employees, contractors Selling/Income: estimates, invoices, sales Credit Card TransactionsReconcile accounts monthyUpdate financial statements quarterlyBe as accurate and Consistant as possibleFix mistakes as they happen (They are fixable!)
Set Up Your Budget It is simple to set up your company’s budget in QuickBooks. The program allows you to create one budget per fiscal year for each account, customer or job,…
Getting Started Consult with your accountant and discuss the use of QuickBooksBuy and Install QuickBooks pro (You can buy through us here)Structure your various accounts- Start with the minimum number of accounts, then expand.Establish an accounting routine that works for you and stick to it.Work with your accountant and keep in close contact all year round.
Good Accounting Habits Record Transactions regularly. Including but not limited to: Buying/Expense: bills, checks, credit, paying employees, contractors Selling/Income: estimates, invoices, sales Credit Card TransactionsReconcile accounts monthyUpdate financial statements quarterlyBe as accurate and Consistant as possibleFix mistakes as they happen (They are fixable!)
Set Up Your Budget It is simple to set up your company’s budget in QuickBooks. The program allows you to create one budget per fiscal year for each account, customer or job,…