Be an Expert at Understanding Your Business Finances

One thing that I have come to believe strongly in over 30 years of experience is that good businesses keep good books.  But I also recognize that this is a challenge to many small business owners, and that’s where I can help.  I can set up your accounting systems specifically for your company so that the work flows easily and you have clear accurate numbers to help grow your business.  I also provide file clean-up services, as well as QuickBooks (or other software) training customized to your business and budget.  You can choose one-on-one training sessions or take part in one of our seminars tailored to your business. With the tools and training I provide, you’ll soon feel in charge of your books, instead of overwhelmed and frustrated.

Four Business Owners…Four Stories

Jim had a meeting with the IRS in two days to review his books and the income he had from his business.  He had the records of his transactions but didn’t know how to post his income and taxes owed into QuickBooks Online. 

 “I sent Julie an e-mail and she got back to me within two hours, and within 4 hours we had a remote session and she made the entries that I needed for my meeting with the IRS and helped prepare me, too!  We still meet over the internet every quarter or so  to review my business and books.”

Krista knew the inventory for her retail store was wrong, and her accounts payable was bloated.  She didn’t have faith in the QuickBooks Point of Sale syncing with her QuickBooks financial software. She struggled to manage her business without good numbers.

“I called Julie after she was referred to me for some technical Point of Sale issues, but I soon found out how much more she could do!  She solved the POS problems and then we reviewed all the problems I was having with my business.  The inventory and account payables were a mess and she fixed it, and then organized my QuickBooks file.  I finally had reports I could trust!  She also helped me put in systems to run my shop and to develop HR and standards for my staff.” 

Nick had a successful contracting business and needed a Line of Credit to take on a large project.  He used QuickBooks for his accounting but the numbers didn’t look right and the loan officer needed financial reports for 2 years in order to apply for the LOC.

“I sent Julie my QuickBooks file and within a few days she had cleaned up and organized it so it made sense and was well organized.  I had accurate Profit & Loss and Balance Sheets that I could submit to my loan officer.  Even better -  the line of credit was approved!”

Rob was starting a business.  He knew his product and services inside and out but didn’t know what to do to get his business up and running.  He wanted to set it up perfectly so that he wouldn’t have problems with the government or have issues paying his bills.

“I sat down with Julie and we worked together throughout the licensing process.  She set up accounts with state and federal agencies, and talked me through selecting my business tax structure.  She set up my QB accounting software and trained me and my bookkeeper how to use it.  Whenever we had questions we just texted or e-mailed her and she took care of us right away.  When I was ready to hire employees, she helped me select payroll software, set it up and trained my bookkeeper how to use it, as well as set up HR systems.  She also has helps me with apps that work to make running my business easier!  She’s there for ongoing support and we meet quarterly to review financials and file reports.  My business is really growing fast and she’s been the one I turn to for advice.”

QuickBooks Certified ProAdvisor in Online, Desktop, and Point of Sale

 And my QuickBooks credentials?  I'm a Certified QuickBooks ProAdvisor, in Desktop, Online versions, and Point of Sale.  I've been working with QuickBooks for nearly 30 years, and teach classes, conduct workshops, and do one-on-one training sessions.  I'm known for great support and quick responses long after set-ups and projects are completed.

Set-up, Clean-up, Training

Every business has problems…every owner has questions.  E-mail or call me and let's start working on yours!

If you want to get the most out of your QuickBooks software, contact me at julie@julie-porter.com or 206-310-2147.