QBO is all about minimizing the “accounting” in bookkeeping……

simplifying processes and reducing manual entry……

helping every business owner be successful and efficient at inputting their company’s books.

SUPPORT British Columbia small BUSINESS

I will help your business thrive with as little or as much support as you desire since I will be able to sign into your books (with your permission) at a moment’s notice.

In QuickBooks Online (QBO) you, the business owner, can automate repetitive tasks and: 

• email professional customized estimates/invoices instantly from anywhere you have internet. You can also capture client signatures within the invoice (if needed).

• plus, the client is able to pay their invoice instantly by credit card/apple pay (if you want them to have that option). Then, QBO auto enters the payment! Cash flow is paramount in a successful business.

• easily send customizable statements and automate invoice reminders to clients.

• email or snap a pic and submit credit card charges / bills directly into QBO. Then, categorize the expense using the fill-in-the-blanks / multiple choice format. You don’t need to be a professional bookkeeper to understand your own company’s expenses. Sometimes QBO finds the match for you! Because all expense paperwork is uploaded into QBO you can advertise that your company is environmentally conscious. You are using minimal paper and no longer having to store paperwork / files in your office.

• connect your bank and credit card accounts to QBO so it automatically downloads and categorizes transactions for you. Reconciling is a breeze too; QBO downloads your statements and guestimates all the matching for you.

• have QBO automatically calculate your sales tax for easy and accurate filings. QBO also lets you know when your tax payment is due to avoid extra fees.

• see exactly how your company is doing with QBO’s real-time reports tab. This will empower you to be an even more confident decision maker. Is your company profitable? Which areas are most profitable? What was your revenue last month (or last year)?

• invite your accountant directly into your company’s QBO for easy year ends. This will likely reduce your accounting fees too.

• connect more than 450 business apps to further simplify business processes and reduce manual entry.

• confidently do payroll. QBO does the math and stays on top of tax rates. QBO direct deposit’s pay cheques and gives each employee 24/7 online portal access to their paystubs, ROEs, and T4’s.

• have QBO automatically calculate your payroll taxes for easy and accurate filings, including WSBC. QBO also calculates ROEs, and all year end payroll forms automatically.

• have each employee submit their hours within the QBO app. You can also make employee time directly billable to a client (at the company’s service rate).

• use QBO projects to see how much you’re making on every individual project.

• automatically track vehicle(s) business mileage in the QBO app. So easy, and details are captured for you by setting up a few quick rules.

• track inventory items (right down to size and colour), get QBO alerts for low or out-of-stock products, create instant purchase order’s based on low and/or out-of-stock products, convert these PO’s directly to a bill (less backorders) AND you can choose to invoice specific items directly to a customer (at the retail price you set in QBO).

• track multicurrency transactions (customers, vendors, bank accounts) (automatically updates in QBO every 4 hours from Wall Street On Demand).

…..and QBO just keeps getting better and better.

QBO video tutorials

This CPA is my go-to for QBO video tutorials

QBO Webinars

Doing your own company books will give you a deeper understanding of all your businesses operations which WILL bring higher profits and, you will significantly reduce your administrative fees!

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