QuickBooks GuidanceWe offer QuickBooks guidance, training and integration to help keep your business running smoothly. Plus, we can assist you in creating informative reports that will help you keep track of sales, expenses, and overhead to help you manage your business for maximum profit.

When it comes to selecting a bookkeeping/accounting software, QuickBooks has been the product of choice for many businesses. As QuickBooks ProAdvisors, we offer guidance, training and integration to help keep your business running smoothly. We can assist you in creating informative reports that will help you keep track of sales, expenses, and overhead, to help you manage your business with minimal effort, resulting in maximum profit. 

Desktop vs. Online

Many clients use QuickBooks Desktop, which has always been consistent and reliable. It has also been known to cause a few headaches as well. Solving problems in QuickBooks Desktop can often be time consuming and frustrating. But don’t worry, we are here to help. 

For many clients, the best solution is to transition to QuickBooks Online (QBO). Today’s business owners want need information that is easily available, accurate and reliable. While some are skeptical of change and cloud-based solutions, our clients have found that QBO is a valuable resource that they wish they would have found sooner.

QuickBooks ProAdvisor BadgesCloud-based Accounting

QuickBooks Online is a cloud-based application that allows you to access, store, manage, and process your company’s bookkeeping and accounting at any time and from anywhere with an internet connected device. The features of QBO allow you to access, store, manage and process your bank and credit card accounts, sales and receipts, purchases and payments, payroll and 1099s, and financial reports. The features and functionality will ensure that your individual needs are met.

QBO offers the same feel as the desktop version we have all come to know and love, but has also made changes to increase speed and accuracy. After transitioning to QBO, our clients are able to spend less time working in the business and more time working on their business.

QuickBooks Online is not just an accounting program—it is a platform with an ecosystem of apps that we can assemble to build the perfect solution and the functionality that is needed for your business. 

Benefits of Professional Accounting

As accounting professionals, we are able to obtain wholesale pricing on QuickBooks Online for our clients – 50% off the usual price, for the entire life of their subscription!

  • QuickBooks Online Benefits and Advantages
  • Free Tech Support
  • Free Automatic Upgrades
  • Free App Integration
  • Ease of Access
  • Shared Access
  • Free Cloud Storage
  • Bank Level Security
  • Little to no maintenance or hardware costs

 

The Freedom Advantage

Freedom Business Management provides high-quality business solutions aimed at giving small business owners the freedom to focus on their business goals. 

Getting Started with Freedom Business Management:

  • Meet to discuss details of client’s business
  • Review and diagnose client’s books; or, if necessary, create & customize a QuickBooks file 
  • Clean up and catch-up books
  • Organize & input existing paperwork/receipts
  • Input monthly business transactions into QuickBooks
  • Properly categorizing transactions to ensure tax-readiness at year-end 

Ongoing Support:

  • Download monthly transactions into QuickBooks from client’s bank accounts
  • Monthly correspondence regarding financial status
  • Monthly input of business expenses & cash receipts
  • Monthly financial statement shall be emailed to client 
  • Serve as liaison between client & accountant throughout the year

We can customize the services to meet your needs. Contact us for a free, no-obligation consultation.

Certifications and Qualifications