A QuickBooks CPA understands that small business bookkeeping must be accurate and timely. And, of course, we always strive for these goals. But often, we see the managerial potential of aggregated bookkeeping data going underutilized, when it should provide your company with a competitive edge.
What is Supervised QuickBooks Bookkeeping?
Hi and welcome! I’m Gary Bode, a QuickBooks CPA here in Wilmington, NC. Although we offer full bookkeeping services, we try to make your company’s QuickBooks bookkeeping as self-sufficient as you want it to be. Supervised bookkeeping means:
- Keeping your QuickBooks bookkeeping in-house for cost savings. After all, who else knows your business better than you do?
- We help with QuickBooks setup. Starting on the right path just makes everything easier.
- We provide training for your QuickBooks bookkeeper.
- We provide QuickBooks bookkeeping support, on an “as needed” basis.
- Generally, we do monthly or quarterly QuickBooks bookkeeping reconciliations to correct any errors found.
The biggest difference between us and other QuickBooks providers? We look for ways to make the QuickBooks bookkeeping managerially useful.
“Brilliant minds in business developed powerful managerial tools from bookkeeping data. If you’re just using QuickBooks for accounts receivable and accounts payable, consider expanding that use to provide your company with a competitive edge.”
- Gary Bode, QuickBooks CPA in Wilmington NC
- QuickBooks bookkeeping supervisor
So what are these Managerial Tools? An Example…
Let’s take a brief look at QuickBooks small business bookkeeping. QuickBooks bookkeeping reports can be customized, and then exported into Excel for further development. Trend graph analysis is one example of a tool a trained CPA CFO might build for you.
Imagine you anticipate applying for an expansion loan in six months. Your banker will look at your Current Ratio as an indication of your liquidity and ability to repay the loan. Financial ratios play a big role in Financial Statement analysis. They’ve been used for centuries. Liquidity ratios can be graphed over time to show you the banker’s perspective. And of course, liquidity and cash flow management are vital to any small business manager.
I’m a QuickBooks CPA with a virtual office that provides supervised QuickBooks bookkeeping to long distance clients. Please see any of our QuickBooks postings to get a better feel for our training style and bookkeeping services / support. We’re physically in Wilmington NC. But if you don’t have a local QuickBooks CPA, or just like what you’re reading, give us a call at (910) 399-2705 for a free phone consult.
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