Quickbooks Online – Free For Clients of KWB

Written by Shelley Ricketts on May. 16, 2017

QuickBooks Online (QBO) is a cloud based version of the traditional QuickBooks desktop accounting software that offers some great features and accessibility not available from the desktop environment. Cloud basically means it resides on and is accessible through the internet.

We like it so much that effective July 1, 2017 we are offering it at no charge for our clients just so that you can see the benefits first hand.

Our free offer includes the Quickbooks Online Plus monthly software cost but does not cover any payroll charges.

Effective July 1, 2017 we are offering it at no charge for our clients

Just think…no more backing up your data, no more program updates to install and no more waiting until you get to the office to create an invoice or receive a payment.  You can use your smart phone, tablet or computer for anytime, anywhere access to your data – a great option for business owners who are on the go and need to manage company finances from wherever business takes them.

The added feature of being able to share your data directly with KWB allows us to have real time access to your data and offer real time support when you need it.  There’s also the benefit of not sending in a flash drive or creating a back up of your file to transfer in at year end – we’ll have the information we need right away.

QBO is not for everyone, not yet.  The cloud version of QuickBooks is best suited to small business owners who don’t process advanced inventory transactions, who have a small number of employees and who don’t need a sophisticated multi-user environment (QBO can support as many as 5 concurrent users depending on the product version you are using).

We can do all of the data entry and accounting for you

Wondering if QBO is the right option for your company?  We can help you!  Contact us if you’d like to learn more about accounting in the cloud or if you would like us to help you get set up properly. We are able to help you transition from Quickbooks desktop, Sage or other programs and as well we can set you up from scratch.  We also offer training to help get you started.

Or if you prefer we can do all of the data entry and accounting for you using QuickBooks Online so that you can monitor and analyze your corporate results on a regular basis without you doing all the accounting work.

For more detailed information please call KWB at 780-466-6204 or email us by clicking here.

Thanks to Shelley Ricketts of KWB Chartered Accountants for providing this content.

 

Shelley Ricketts

Shelley Ricketts

Cloud Accounting Manager

Shelley completed her NAIT Accelerated Accounting Certification in 2001 and is also a Certified Quickbooks ProAdvisor (QBO Advanced Certification and QB Desktop Certification).

Along with many years of public accounting experience, Shelley was a self-employed contractor providing bookkeeping services and software training for 20 years and gained invaluable experience and exposure to a wide range of industries. She knows what it means to be a business owner and to be passionate about what you do.

Shelley has been with KWB for a long time! Starting out as a contractor in January 2011, she took a leap of faith and joined the team full time in October 2018 as their newly appointed Cloud Accounting Manager. She wears a lot of hats in this role but her favourite space is finding and supporting cloud based solutions for business owners that make their lives easier!

Shelley has two wonderful, witty sons who take pleasure in the fact they get to call her ‘shorty’. She also has the cutest little Frenchie named “Mango” who excels at being a couch potato as well as providing endless entertainment in the midst of Zoom meetings.

Outside of work, Shelley loves to spend time camping, hiking and just getting out into nature. She also is passionate about horses (she owns 3!) and enjoys trail riding and getting out into the mountains when she can.

Shelley's Contact Information

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