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!”
“I’d like to go ahead and add some additional hours. I’m convinced our ROI in Accounting Support LLC is very high ;)”
“Harriet, you helped me several years ago to get set up in QB. THANK YOU! Best move I ever made.”
“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.”
“Harriet did a great job in training us on QBO, and she was always available to take our numerous support calls with her warm and comforting demeanor.”
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.
QuickBooks Premier, Enterprise
and QuickBooks Online (QBO) Set-Up
We set up QuickBooks Premier, Enterprise, and QuickBooks Online (QBO) software for Ad Specialty Distributors. 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, Enterprise, or QBO are near perfect accounting solutions for the Ad Specialty Distributor, and it gets even better when integrated with SAGE Online. If you are using OrderMaster, ProfitMaker, SmartBooks, AIA, Filemaker, or another industry software…including your own manual system, let’s compare and see which might be the best and least expensive option for your business.
SAGE Online Integration
SAGE Online is a robust 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 QB Desktop or QB Online. 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.