Basic Accounting System Design, Set-Up and Training
If you have yet to start using an accounting software or just starting your business, let’s discuss how QuickBooks, with or without SAGE Online, might be your best and least expensive option. Both are surprisingly affordable.
QuickBooks Premier & Enterprise Set-Up
We set up Quickbooks Premier and Enterprise software. Included in this service is setting preferences, including sales tax items and groups, installing Ad Specialty specific templates, and creating or loading your Chart of Accounts (with Customer, Vendor and item lists, if needed).
Converting to QuickBooks From Other Industry Systems
QuickBooks Premier OR Enterprise is a near perfect accounting solution for the Ad Specialty Distributor, and it gets even better when integrated with SAGE Online. If you are using OrderMaster, ASI’s ProfitMaker, SmartBooks, AIA, ProForma, FileMaker or your own manual system, let’s compare and see which might be your best and least expensive option.
SAGE Online Integration with QuickBooks
SAGE Online is a robust product search tool well respected in the Ad Specialty Industry. It has many features to simplify and streamline your sales and marketing including its integration with QuickBooks. With a few adjustments and some data input instructions, it results in a near “duplication-of-entry-free” and seamless integration of order management and accounting.
To most distributors, reconciliations are a painful task and not the best use of their time. We offer a routine service to make adjustments, clean up errors, bring problems to your attention such as overdue invoices or bills, and reconcile your accounts…to the penny. No training needed – as a distributor for 23 years, I know your business. Monthly Reconciliations catch errors, fraud, and reduce your CPA’s time and billing.