Serving Ad Specialty Distributors ExclusivelySimplify and streamline your accounting and order management systems.
Eliminate errors and duplication of entry.
“I recommend Harriet as an accounting and QuickBooks expert who can solve problems, teach and assist promotional products distributors.”
“Harriet made a very daunting transition possible while still running the business every day. We could not have done it without her.”
“She quickly eased my insecurities and assessed what I needed. Harriet had me set up in QB very quickly and the magic started.”
“She set up the templates that we required in a reasonable amount of time. We were able to direct our valuable resources to other issues that arise in a transition like this and she took care of the rest.”
“Here’s the best advice you’ll get this week: Hire Harriet to get you set up properly BEFORE you decide to try to be an expert at everything. Don’t be Stupid me, be Smart me!”
“She has been most responsive and creative at times, when we needed timely solutions to bottlenecks in our system.”
“Harriet will get everything set up properly, as well as train the person who will be taking over the job later.”
“Thanks to her help with the integration and her advice, our company is running much more efficiently.”
A Two Minute Welcome from Harriet Gatter
Online Video Tutorials and Reference Library
These tutorials are a reference and training library specifically for Ad Specialty Distributors and bookkeepers to learn and use QuickBooks Premier and Enterprise. Each tutorial has its own table of contents showing exactly what steps and functions are included in each.
Watch on desktop and mobile devices. Take them with you.
Play. Pause. Repeat
Learn on your time and at your pace.
We guarantee that this is the most efficient way for Ad Specialty Distributors to learn QuickBooks correctly and train bookkeepers.
Comprehensive 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.
& 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 Entrerprise 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
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.