Accountants, CPAs & Tax Preparers
Are you an Accounting or Tax Professional who could use a fearless, innovative strategic partner?
I know you work hard for your client base and professional reputation, you can trust that I respect those. I also know that your business gets busy and I can help you.
Wouldn’t it be nice if we could convince our clients to stop hiring people as Accountants who “know QuickBooks®” (because they have figured out how to write a check or record a deposit) – but then wonder why we have to charge so much to clean up the mess?
Or to invest in real Accountants that add real value and can help their businesses thrive?
WHY do they feel they should be their own Accountants when that takes away from being the badass entrepreneurs they are truly meant to be and completely wasting their resources?
I won’t even let myself get started on what “my books are pretty clean” usually means or the conversation we have to have after “well, everything’s already in QuickBooks®” (but it’s all still sitting in the bank feed, uncategorized)…..*head explodes*…..because it just makes me feel stabby.
Getting clients to JUST STOP IT is difficult.
We have a lot to do.
OUR INDUSTRY NEEDS A "FLIP".
Part of the problem is the DIY mindset. Now anyone who buys QuickBooks® is an Accountant, and anyone who buys TurboTax® is a Tax Pro, right?
That is wrong. SO WRONG!
Seriously, they need to stop with those commercials. I can cut with a scalpel, but I should still not be hired as a heart surgeon.
Now for my opinion on the other part of the problem – and that, my friends, is US.
Wait! Let me explain. If we are part of the problem, we are part of the solution, too.
Some of us still let clients bring us Excel spreadsheets and paper receipts. We let them keep using inferior programs. We let them keep using that horribly-structured QuickBooks® file that we know takes their staff 4 times as long to get what they need from it. Yes, we hate when they bring us messy books that we have to struggle through to even think about doing our job, but it is also hurting them. We know they can’t use that information to help grow or even properly manage their business, but we spend hours making sense of it instead, just to get the return finished. Basically, we let our clients continue some terrible practices all year long. We think being pleasers is harmless, but it is truly doing our clients a horrible disservice!
WE ARE THE EXPERTS. They came to us for knowledge and direction and guidance, so WHY would we continue doing things the way they already told us isn’t working, instead of leading them to the success we know they can have?
Let's try something different...
You are already handling the accounting and taxes.
Could you use a trailblazing Advanced Certified QuickBooks® Elite ProAdvisor for renovation projects?
Clearly, you came to the right place.
Professional integrity, passion for innovation, and fearless problem-solving skills are what I am known for AND what I firmly believe most benefit my strategic partners….. much more so than the BSB degree and 20+ years of professional Accounting, Finance, Tax, and QuickBooks® experience on my resume.
Also, while I might be a practicing Accountant, I am also always at full capacity for traditional bookkeeping/accounting/tax engagements – so I am interested in something different here, too.
This way, I’ll do what I love and am good at for YOU, while you do what you love and are good at for your clients.
Let's start renovating...
SPECIAL PROJECT SERVICE OFFERINGS
Proper Structure: QB File SetUp
Have a client who NEEDS QuickBooks®, but you just don’t have time to set it up? Can you even imagine a perfect world where all clients brought you financial statements that were perfectly designed for their activity and included only the expenses you knew they could deduct for their tax return? I felt inappropriately happy for you just then, too. Since that probably won’t happen any time soon, I implement accurate New File Setups, tailored for their business type, and get us all a little bit closer to that utopia!
Upgrades: Conversions & Migrations
Don’t risk losing data! Is it FINALLY time to convert from QuickBooks® Desktop to QuickBooks® Online? Maybe your client has an outdated version of QuickBooks® Desktop (more than three years) and needs to be “leapfrogged” or “stairstepped” through the upgrade.
Do it safely! Let me help.
Make Readys: Database Import
Is your client finally ready to use QuickBooks® as a customer or donor database, but there are thousands of names in another system? Was a previous import done incorrectly that created a long list of ‘other names’ you need to convert to vendors or clients (or even accounts)? Is it finally time to integrate inventory, but have no time to get those items in individually? What about when a client finally decides to get it all together and it looks like years of transactions will have to be entered manually…..ok, that one hurt, didn’t it? It hurt me too, just to type it.
I will complete the ‘make ready’ and get everything moved in for you properly!
Inspections: Quick Look
It's almost time to start preparing tax returns….. but the reports your client brought in are incomplete or inaccurate. I’ll do the diagnostic work for you ahead of the tax appointment and provide a list of what was missed or done incorrectly with suggestions on how to correct it, then we decide together if you need my help with the fix.
Small Jobs: Quick Fix
Uncleared transactions from ages ago in a bank reconciliation. Old, outstanding A/R transactions or unapplied bills and bill payments. An unmoving Undeposited Funds balance. All things that affect the financial reports and tax return, but may not be immediately obvious to a reviewer. These things will never fix themselves and need to be done the QuickBooks® way to avoid creating new problems. I speak QB and have the right tools, you’re busy enough already.
Let me help.
Total Renovation: Full Flip
Don’t lose years of history and usable data that can be salvaged by a renovation! Do you dread trying to prepare a 990 for a client when their file is structured incorrectly and the reports it gives you are unusable? Of course you do – you have to wade through a big mess before you can even begin! Maybe the Chart of Accounts is too long, too complicated, or just wrong – and your client could better utilize QuickBooks® with Classes or Jobs, but has years of data using the old method. Total demolition and starting all over is NOT the only option if you have a skilled ProAdvisor with the right tools! I FLIP those books with a file restructure. Your client gets good books, you get good reports, and you are your client’s hero. Forever. Everybody wins!
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