Helping you save time, energy, and aggravation so that you can spend more time on the things you love – your family, hobbies, or more of the work you enjoy – is something we offer every single client.
With this in mind, we help you utilize tools and resources (like QuickBooks Online and a personal concierge service described below) to help you free up your time by improving efficiencies in your business and in your life.
Quickbooks Online (QBO) offers you an efficient way to manage your cash flow, make and accept payments, and save time and energy that can be put toward running your business.
Some of the benefits of QBO are:
- Shared access to data with employees and your accountant
- No software or local data to manage – no upgrades or release updates
- Robust assistance center with online chat
- Easier app sync with nightly automatic downloads
- No backups and your data is secure on Intuit servers
- You can automatically send invoices and statements
- You can automatically send reports
- Bank and credit card transactions download nightly
- Track inventory first-in-first-out (FIFO)
- You can have multiple windows open at the same time
- iPad and iPhone apps are free with automatic sync
- Option to receive payments by credit card and electronic payments
We provide support and guidance to customize your QBO set-up to ensure that you find success with the software and truly experience the benefits that QBO provides.
When you register for Quickbooks Online, we fully customize and build it for your purposes, giving you a solid starting point to work from. This includes implementing a customized account structure, ensuring the appropriate GST calculations are in place, and removing items that you don’t need. How QBO is set up for you also depends on the apps you have in place, like Dext or Jobber.
When you enlist our help with migrating to the cloud, you’ll receive QBO customization, training, and monthly check-ins for the first three months of your experience so you have the support you need for your business to benefit. We introduce best practices, make data management as efficient as possible, and help you understand the information QBO receives and provides.
With a properly customized QBO account in place, the right data and information flows in and generates meaningful reports for you to make informed decisions and plan for a bright future.
Simplifying your Life
If you could use support and time saving in your personal life as well, allow us to introduce you to Simplifying your Life!
Elizabeth Smith works with busy professionals to help keep their homes and personal lives organized by anticipating needs and facilitating errands, chores, and the work that goes into managing your home.
Some of her services include:
- Running errands
- Relocation services
- Home and pet care
- Hospitality services
She is willing to work with you to help free up time so that you can spend it on what really matters to you.
Her rates are reasonable and she offers gift certificates which make an ideal gift for the busy professional. Contact Elizabeth and start simplifying your life here.
Your Trusted Advisor
KWB strives to keep our clients informed of news that could affect their business and livelihood. To become a KWB client, or if you’re interested in switching to the cloud, click here or call us at 780.466.6204.