We offer
QuickBooks Coaching Sessions with Laurie
Our one-on-one sessions give you the skills to confidently manage your own books. You'll learn to organize transactions and generate reports, putting you in complete control of your finances.
Topics covered but not limited to..
QuickBooks File Setup
How to Utilize Income Codes
How to Utilize Income Codes
- Chart of accounts specific to mental health.
- Learning the dos and don’ts of QuickBooks.
- Picking the correct version of QuickBooks for your needs.
How to Utilize Income Codes
How to Utilize Income Codes
How to Utilize Income Codes
- Create different income codes dependent on type of service, so you can better track revenue.
Guided QuickBooks Clean Up
How to Utilize Income Codes
Tracking Expenses Efficiently
- Fix the Balance sheet.
- Clean up duplicate accounts.
- Learn how to post in your own QuickBooks.
- Learn how to reconcile your bank accounts and credit cards.
Tracking Expenses Efficiently
Reconciling Bank and Credit Card Accounts
Tracking Expenses Efficiently
- Expense Categories: Create specific expense categories related to your practice.
- Implement Expense Tracking: Use expense tracking to monitor and categorize all practice-related expenses, from utilities to supplies.
Generating Custom Reports
Reconciling Bank and Credit Card Accounts
Reconciling Bank and Credit Card Accounts
- Custom Reports: Create custom reports to monitor the performance of your business.
- Scheduled Reports: Schedule reports to be emailed to you regularly for ongoing monitoring.
Reconciling Bank and Credit Card Accounts
Reconciling Bank and Credit Card Accounts
Reconciling Bank and Credit Card Accounts
- Regular Reconciliation: Reconcile your bank and credit card accounts monthly to ensure accuracy and catch any discrepancies early.
- Bank Feeds: Use QuickBooks’ bank feed feature to import transactions automatically and simplify reconciliation.