Professional QuickBooks Bookkeepers

QuickBooks Online bookkeeping services and tax planning

Professional QuickBooks Bookkeepers

QuickBooks Online bookkeeping services and tax planning

Considering QuickBooks bookkeeping services?

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. We’re expert QuickBooks bookkeepers as we’ve been using QuickBooks Online for most of our SMB clients.

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 fine tune reporting, do accounts receivable management and get a handle on payroll. This can be overwhelming and our bookkeepers can help.

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

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Get Ahead with QuickBooks Online Invoicing for Your SMB

Most of our clients have told our bookkeepers that they struggled to produce, monitor and enforce invoices in the past. Our QBO 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

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. As QuickBooks bookkeepers who help entrepreneurs reach their goals, we will meet you where you are in your business journey.

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Harnessing the QuickBooks Expertise of Our Team to Strengthen Your Business

  • Monitoring and managing cash flow
  • Advising on strategies to improve cash flow
  • Implementing tools to optimize cash management
  • Ensuring compliance with tax regulations
  • Preparing and filing business tax returns
  • Providing advice on tax planning and optimization
  • Tax return preparation and Tax return review
  • Tax filing
  • Estimated quarterly taxes (US firms)
  • Integrating QuickBooks with other software applications
  • Ensuring seamless data flow between different systems
  • Customizing solutions to meet specific business needs
  • Data Access and Integration Challenges
  • Optimizing your business’s potential and software solutions in scaling your business
  • Providing training for QuickBooks users
  • Offering ongoing support and troubleshooting
  • Assisting with software upgrades and updates
  • Dedicated Bookkeeping Support
  • Dedicated Controller

QuickBooks is truly designed for small and medium-sized businesses, and our bookkeepers do not recommend it 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 us and our QuickBooks bookkeepers will 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

QuickBooks Bookkeepers Answer Your FAQs

QuickBooks Bookkeepers Answer Your FAQs

At Fusion, our team of experienced CPAs specialize in accounting software. With a wealth of expertise, we have successfully implemented QuickBooks for businesses spanning various industries.

Welcome to our QuickBooks Frequently Asked Questions page, designed to provide insights into common queries about QuickBooks’ features and functionalities, offering you a clearer understanding of the software.

QuickBooks is an accounting software platform designed to streamline financial management for businesses. It simplifies bookkeeping tasks, facilitates invoicing and payment tracking, manages expenses, and generates detailed financial reports. With features like payroll processing, tax preparation support, and bank reconciliation, QuickBooks offers a comprehensive solution for businesses of all sizes.

While many small business owners may be familiar with the software, Quickbooks offers different package plans, unlocking different features to suit your business needs. 

QuickBooks is typically used by small businesses to ensure accurate and compliant financial records. QuickBooks offers bill payment, income and expense management, report generation, customer invoicing, tax preparation and more. QuickBooks, offering similar functionality to QBO is designed with medium sized enterprises in mind. QuickBooks Plus provides businesses with a more robust and advanced reporting functionality compared to the standard version of QuickBooks. These include Greater customization options, advanced reporting features and automation, enhanced analytics abilities, and more. Quickbooks can be categorized into five separate categories. These include Self-Employed, Simple Start, Essentials Plus and Advanced.

Setting up QuickBooks for the first time is an intricate process that requires careful attention to detail. To begin, gather essential business details, including your company name, industry, and fiscal year. Select the appropriate QuickBooks version for your business needs and input your bank accounts and credit cards for accurate transaction tracking. Customizing the chart of accounts to match your business structure is crucial, as it lays the foundation for precise income and expense categorization. Importing existing financial data is crucial to ensure accuracy and avoid reporting discrepancies later.  We advise that you partner with a CPA to ensure a smooth and error-free configuration tailored to your business needs. This will not only help to save you time but can also help to prevent common set up errors for effective financial management.

QuickBooks offers you a free 30-day trial on some of its plans. The software’s pricing can vary based on the version and plan you choose, but often involves a monthly or annual subscription fee. Our CPAs can help assess your business needs and align it to the most cost-effective software solution for you. Visit our QuickBooks Controller and  Accounting software packages page for more information on our QuickBooks services and pricing.

Fees paid for accounting services and software like QuickBooks are considered ordinary and necessary business expenses, and they are typically tax-deductible. This means that you can likely deduct the cost of your QuickBooks subscription or any related fees as a business expense on your tax return.

But beware that tax laws can vary. The deductibility of expenses can depend on various factors, including your business structure, the nature of the expense, and local tax regulations.  It is essential to consult with a CPA to ensure that you’re meeting all relevant requirements.

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 QBO, 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.

QuickBooks can easily be connected to other applications to enhance overall business efficiency. One common integration is with payment processors like PayPal which enables automatic synchronization of sales and transactions. For e-commerce businesses, QuickBooks integrates smoothly with platforms such as Shopify or WooCommerce, streamlining the recording of sales and inventory management. Integration with customer relationship management systems such as Salesforce is also possible and ensures a cohesive flow of customer data between platforms. Consult with your CPA to help you integrate your software effectively.

QuickBooks integrates with various payment processors, like PayPal, and others. This functionality enables businesses to invoice clients and customers directly through QuickBooks, with the added convenience of online payment options. Users can securely process credit cards and other forms of electronic payments, streamlining the payment collection process. This feature not only enhances cash flow but also helps in keeping accurate and up-to-date financial records within the QuickBooks platform.

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 QBO 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 QBO for your business.

Yes, regardless of whether you choose QuickBooks Online or QuickBooks Plus, you can track and monitor your inventory seamlessly. The software allows you to input and update product information, including quantity on hand, cost, and sales price. QuickBooks can automatically adjust inventory levels as you make sales, purchases, or returns. This feature is particularly beneficial for businesses involved in retail, e-commerce, or manufacturing, enabling them to maintain accurate records, avoid stock error issues and more.

If you are a business owner or launching a startup of your own, you may be using QuickBooks Online, but it’s important to see the signs that you have outgrown QuickBooks as it can become costly using suboptimal software for your unique needs.

Signs you may need more comprehensive functionality:

  • Your business operations and financial transactions have become more complex, such as managing multiple entities, advanced inventory needs, or intricate reporting requirements.
  • If your business relies heavily on third-party applications or requires intricate integrations that QuickBooks cannot accommodate.
  • If your reporting needs become more sophisticated or you require more customization in your financial reports.
  • If your business expands and requires more simultaneous users than your current plan allows, it could be a sign that you need a more scalable solution.
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Talk to us about implementing QBO. Our team at Fusion CPA has the experience and specialized skills to offer a full array of financial services. Whenever 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!

Fusion CPA has been a staple for my personal and business tax preparation needs for the past 7 years. They are accurate, efficient, and very responsive to their clients. I can also trust them with my QuickBooks clean up. I'm amazed at how quickly they can organize my bookkeeping. It's great to know Fusion will take care of my accounting and tax needs so I can focus on the parts of my business that require my expertise. Highly recommend this group! 

QuickBooks Pro

Don’t let QuickBooks problems cause you unnecessary stress – rely on Fusion CPA’s QuickBooks bookkeepers for the support you need to keep your business finances running smoothly.

QuickBooks Pro is a widely used accounting software that has become a go-to choice for businesses of all sizes. This software provides an efficient and user-friendly platform for managing business finances, tracking expenses, generating financial reports, and performing various accounting tasks. Whether you are an experienced QuickBooks user or just starting, learning how to best use the software can significantly improve your business’s financial management.

We will explore the key features and best practices of QuickBooks Pro to help you maximize its potential for your business. From setting up your company file to generating reports, we will provide practical tips and advice to streamline your accounting tasks and improve your business’s financial performance.

Inventory plays an important role in the smooth operations  of a business. Without stock, your company won’t be able to fulfill sales, yet excess stock can lead to loss, especially for businesses that deal with perishables.

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With the typical work model across the globe changing and as businesses begin to acknowledge remote work as the norm, many more companies may make use of outsourced services or employ independent contractors to perform key business functions.

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No business can afford to run projects at a loss. This is why tracking project profitability is a crucial part of business management and imperative to ensure that your business ventures remain both financially sustainable and profitable.

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Controllers play a crucial role in ensuring the financial compliance of businesses, and work at providing senior management with key insights in terms of business budgeting, forecasting and risk analysis.

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Reliable and accurate data are the building blocks of business growth. In this article, we explore the simple ways in which you can streamline data entry within QuickBooks Plus.

Read more…

QuickBooks Bookkeeper Case Studies

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

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, creating accounting processes with QBO provided a convenient and fast way to record their business expenses and income. 

Furthermore, after we helped the company set up their QBO 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 small business much more relaxed and efficient than it was before. Working with QBO keeps their financial records current so they are up-to-date and always prepared for opportunities.

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.

A QuickBooks bookkeeper from Fusion CPA 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 QBO 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 QBO 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 QBO 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.

Our reviews are a testament to us really caring about our clients. Let's work together so you have more time to focus on your business.

Honest, friendly, and highly knowledgeable firm. They are great at focusing on the future and long term planning on top of normal CPA services.
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Nicholas Amato
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Our Services Can Scale With Your Business

We also have CFOs on our team to assist you with business growth when you’re ready to make the most of your business’ potential. 

We are outsourced bookkeepers, CFOs, and entrepreneurs who are passionate about offering our clients a lasting relationship to help their business grow.

After our accounting services stabilized your finances, we can use your company’s accounting data to determine your profitability, as well as business forecasting

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