Desktop vs. Online
Update chart of accounts
Format to your procedures
Create invoices/Record sales
Record expenses/cut checks
Suggest workflow if doing it yourself
Review Number Nerd services if looking to outsource
What is and isn’t business expense
How to handle when you take money
How to read
What to look for
Set up connection
Better business analytics
Properly record tax as a liability, not revenue/expense
Track collections and payments
"I kicked off my small photography business a few years ago. I started with Quick Books online. With Jessica's help and patience she has allowed me to be accurate and efficient with this part of my business. We meet quarterly to review my books’ general status and clean up loose ends. And I learn something at ever session… She knows her "books"!"
"Our long-time bookkeeper left us to pursue other career opportunities. We tried to do the accounting on our own but quickly realized that it was too time consuming and not practical, we had to make better use our time running the business so our CPA recommended Number Nerds. Since we use QuickBooks it was not difficult for Jessica to jump in where we left off and after a few appointments had everything squared away and back on track. I am very pleased with Number Nerds and have recommended their services to several of my friends and colleagues."
"Jess Williams is truly a Number Nerd, meaning, she absolutely LOVES numbers. I have had need to call her in and unscramble my quickbooks issues....What I see as a confusing jumble of numbers, she quickly makes sense of it all and gets me back up and running. Always there to assist within 24 hours, I am sure to keep using her expertise."