Professional QuickBooks Bookkeepers

Our CPAs have ten years' experience in QuickBooks Online bookkeeping services and tax planning

QuickBooks Online

Considering QuickBooks bookkeeping services?

We help our clients get clear vision into their current financial situation with QuickBooks bookkeeping services. We utilize this customizable platform to help you stabilize your businesses and plan ahead.

If you are a business owner you need your company’s accounting software to be efficient and intuitive. Besides streamlining QuickBooks invoicing, you need to generate QuickBooks reports to suit your needs, fine tune accounts receivable management and get a handle on QuickBooks payroll. This can be overwhelming and our bookkeepers can help.

From setting up your QuickBooks account, to QuickBooks payroll support, to financial planning – our CPAs are also able to assist you with streamlining your business finances.

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Is QuickBooks bookkeeping for me?

QuickBooks is for you if you’re

  • a small or medium business (SMB) with basic accounting, payroll and financial management needs
  • already on top of your taxes

QuickBooks really is an SMB software and not suitable for:

  • rapid scaling
  • preparing for a merger or acquisition
  • handling hundreds of invoices per week
  • juggling more than three financial management platforms or apps

If your business is experiencing any of these factors, contact our accountants to advise a more suitable solution! They have experience integrating accounting platforms with supporting apps to suit various business needs.

Read: 5 Signs That You Have Outgrown QuickBooks

5/5

As a financial advisor, I have referred clients to Fusion CPA / Trevor knowing they are working with a team that is competent, knowledgeable and detail-oriented. I love that they operate from a consultative approach taking the client’s whole business picture into account and not just focusing on a one-time tax return.

QuickBooks Online Invoicing for Your SMB

Most of our clients have told our QuickBooks bookkeepers that they struggled to produce, monitor and enforce invoices in the past. Our QuickBooks bookkeeping services helped them implement the software correctly, so invoicing became a lot less complicated.

With one click you can send an invoice by email to the customer and they can click on the payment button in the email to pay directly online. Not only does this dramatically streamline the payment process, but since everything is done through QuickBooks, invoicing errors and omissions are virtually eliminated.

This software is perfect for:

  • SMBs who need basic invoice tracking
  • Sending payment reminders
  • Sending automatic invoices in batches or individually

We Answer Your QuickBooks FAQs

QuickBooks can be categorized into five separate categories. These include Self-Employed, Simple Start, Essentials Plus and Advanced.

QuickBooks Self-Employed

Selecting the appropriate application for your needs mainly depends on the number of users you have and a few extra features. If you’re a sole proprietor, using QuickBooks Self-Employed is probably your best option.

QuickBooks Self-Employed can be best to use if you are a service-based entrepreneur, independent contractor or freelancer. Using this application makes it simpler and more organized to track expenses and income, separate your personal and business transactions and file a Schedule C with the IRS.

QuickBooks Simple Start

Simple Start is the basic level for Online QuickBooks. Tracking income and expenses, invoicing and accepting payments, maximizing tax deductions and running general reports are capabilities you can complete with this version. Using this functionality is essential when examining your balance sheet, profits, losses and expenses.

Capturing and organizing receipts, tracking miles and managing cash flow are other capabilities provided by the Simple Start version. Tracking sales and sales tax can be challenging without the right tools. Online QuickBooks automatically calculates taxes on your invoices, making this task more efficient to complete correctly.

Sending a professional estimate for your services and managing 1099 contractors can also be completed correctly using the Simple Start version.

QuickBooks Essentials

Upgrading to the Essentials version includes Simple Start’s capabilities and gives you the ability to include three users, manage and pay bills, and track time.

QuickBooks Essentials Plus

Using the Essentials Plus version should be done if you want to include up to five users, track inventory or track the profitability of the project you’re operating, all in one specific area. Tracking payroll, expenses and labor costs can all be completed with a bird’s eye view.

QuickBooks Advanced

The Advanced version of Online QuickBooks is intended for businesses with up to 25 users. It also includes the ability to batch invoices and expenses, customize access by role, automate workflows and restore company data. Tracking financial and non-financial KPIs to gain more insight into your performance can be done using this version’s in-depth analysis tools.

QuickBooks-Employed  is $15 per month, but you may be able to find limited trials that cost $7.50 per month for three months, depending on promotions. 

Knowing how QuickBooks works should offer you the information needed to see if it’s a worthwhile investment. Maintaining your small or midsize business’s financial records can be done more efficiently by utilizing this popular software application. Offering a significant number of capabilities, such as bill payment, managing income and expenses, report generation, customer invoicing and tax preparation, it can act as an essential tool to help you get your bookkeeping requirements completed more efficiently.

Purchasing the cloud-based service can allow you and your CPA to have access, enabling you to track the flow of income and expenses in and out of your business. Recording and monitoring your operations’ financial progress should make it more effective to manage operations and make essential decisions. The ability to examine your business’s financial status by navigating through organized areas makes it more straightforward to create a tax planning strategy and avoids having to wade through old invoices and receipts manually.

Creating invoices is an essential function offered by QuickBooks. You can create invoices containing your business logo and track the flow of money owed to your business and the money you owe to customers. Examining your business’s health is also available by looking at available reports such as your company’s balance sheet, profit and loss report, and cash flow statement. Customizing the period you’d like to track for gains or losses can be customized to weekly, quarterly or annual time frames.

Separating personal and business expenses and maximizing your Schedule C deductions are easier to complete using this bookkeeping software application. Providing you with quarterly estimated taxes calculated automatically may also make it more efficient to understand the tax figure you’ll need to pay to the IRS.

Yes! Managing your personal finances with QuickBooks is easy and can be kept in the same account but separate from business expenses. Tracking personal items like automobile loan payments or a monthly mortgage expense can allow you to hone in on your cash flow situation. Recurring deposits and payments can even be posted automatically in advance of when they post to your credit card or bank account.

Reconciling your personal accounts can also be completed with QuickBooks, which offers you financial reporting. Examining a profit and loss report and comparing it to prior periods can help identify challenges or concerns with your personal finances.

Running payroll and tracking employee hours can also be completed in QuickBooks. Doing so helps ensure you’ve got data on time and expenses to consider when billing a customer. Paying employees can be done through QuickBooks. You can also pay taxes due for payroll directly from the software application.

Employee Data Reports

Using the employee data reports offered by QuickBooks can also be highly beneficial. They include Payroll Summary, Payroll Detail, Payroll Deductions and Contribution, Employee Detail, Employee Directory and Total Pay. Diving deep into each one offers a plethora of useful statistics. Consider utilizing QuickBooks payroll support with our accountants who can help set up QuickBooks Online for your business.

Completing your bookkeeping tasks accurately and efficiently is a task required by any business or sole proprietor. Using QuickBooks offers the ability to get this job done effectively. Whether you’re an SMB, self-employed individual or partnership, you can use QuickBooks to ensure your business and even personal finances function efficiently.

Managing your accounting, paying bills, accepting payments, administering payroll and keeping on top of inventory in QuickBooks is easy with the assistance of a first-class accountant from Fusion CPA. We can assist in generating and interpreting financial reports, optimize profitability, stay on top of your taxes and even save with our expert tax service

QuickBooks Bookkeeper Case Studies

We have experience integrating QuickBooks in all the industries we regularly serve, plus more niche markets

Improved Accuracy of Records

Dental Clinic, Atlanta, GA

As a dental clinic, our client had problems keeping accurate financial records and this caused significant problems. For example, some months the company wasn’t paying their dental hygienists or vendors on time. A secretary reached out to our QuickBooks bookkeepers at Fusion CPA to help her avoid this embarrassment! She was simply overwhelmed with paperwork. Eventually, QuickBooks provided a convenient and fast way to record their business expenses and income. 

Furthermore, after we helped the company set up their QuickBooks account, they could import figures from their business account and edit these to go into specified categories. This made it easy to see the financial health of their practice.

Here are just a few ways our QuickBooks ProAdvisors offered assistance:

  • Reconciling their different business accounts helped save time
  • QuickBooks invoicing and reminders made collecting payments a whole lot easier
  • Paying staff became a breeze as QuickBooks Payroll has a specific category where you can keep track of this sizable monthly expense

Our client noted that QBO has made running a dental office much more relaxed and efficient than it was before. Working with QuickBooks keeps their financial records current so they are up-to-date and always prepared for opportunities.

Customized Reports

Videographer, Brooklyn, NY

As a videographer, our client needed to have customizable reports that could save him time and money. His business needs to offer job costing, so he also wanted a service that automated this as far as possible.

Our QuickBooks bookkeeper helped him set up a chart of accounts to integrate several different bank accounts to correspond with budget line numbers. This feature helps our client coordinate and track new projects as they are being developed.

Job Costing Features

The QuickBooks Job Costing Module made tax planning easier by streamlining the processes of issue estimates, purchase orders, and use of the standard expense accounts. Now our client can run production costs through QuickBooks job costing, which offers the functionality to set up items according to budget. What’s more, chart of accounts and inventory item management can run more efficiently within a QuickBooks implementation because multiple budgets can be tracked per company file. 

Our accountants recommend utilizing QBO for entering purchase orders before and after production, especially when there is a lot of data to be registered. When each payment is set up on a separate line of the purchase order, it helps our client and his accountant calculate the amounts of paid invoices versus the outstanding payments.

Increased Efficiencies

As our client needed assistance with vendor, crew, and location invoices, QuickBooks became a great asset to him. Furthermore, QuickBooks invoices can be managed in real-time. Now our client can print and post checks simultaneously.

Specialized videography Make Up Artist and Cosmetic Company QuickBooks Online accountants

Have more time to focus on your business, and waste less time focusing on the accuracy of your books

Getting Started with QuickBooks Bookkeeping Services

Talk to us about implementing QuickBooks Online. Our team at Fusion CPA has the experience and specialized skills to offer a full array of financial services. That means when you need help growing your business — we’ve got your back. You can learn more about our services or schedule a complimentary discovery call today!

Our Thought Leadership

Fusion CPA’s Popular QuickBooks Online Blogs 

How to Provide View-Only Access to Your Outsourced Accountant

For some banks and financial services providers, limiting your accountant’s access can be a tricky process. So, our team of experienced small business accountants have compiled a list of instructions for how you can provide money manager access to your accountant.

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How To Connect Your Business Accounts To QuickBooks Online Bank Feed

One of QuickBooks’ most efficient features is online banking integration, also known as “bank feeds”. This special feature can help save you a lot of time and effort by allowing you to connect your bank, credit cards, and other financial accounts to your QuickBooks Online account hassle-free without any data entry required. 

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How to Record the Purchase of an Asset in QuickBooks Online

The way that you do your real estate investment firm bookkeeping either hinders or allows you to analyze your business’s financial health. This practical and intuitive accounting software makes things like recording the purchase of an asset, including property, buildings, and deposits easier.

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