Services
Cherri Rapp, a Certified Advanced QuickBooks ProAdvisor, offers setup, training and troubleshooting for QuickBooks users. She is one of the most qualified QuickBooks consultants available in the Austin area, being advanced certified in QuickBooks, QuickBooks Point of Sale and QuickBooks Enterprise Solutions software. Cherri provides a much needed service by helping businesses with their QuickBooks needs. She acts as a consultant, so business owners can do what they do best – run their business.
Cherri can give the small business owner peace of mind, by helping them manage their finances in QuickBooks, and get the most out of the nation’s best-selling small business accounting and management software.
The services offered to QuickBooks users include:
- Research which QuickBooks product meets the client’s needs
- Provide complete QuickBooks installation and company setup for a new or existing company
- Train clients to install and set up their company’s books
- Review client’s setup for optimum performance and use of QuickBooks. Make changes needed for more accurate financial information for both the client and tax preparer.
- Provide on-site assistance with QuickBooks questions and problems
- Provide telephone support
- Provide assistance reconciling bank accounts, credit card accounts and other pertinent accounts
- Review QuickBooks balance sheet and profit/loss statements for accuracy
- Provide assistance in making corrections and revisions
- Generate reports for client to determine company’s value and profit
- Prepare customized management reports of:
- Sales
- Cost of goods
- Profit/Loss
- Job costs
- Inventory
- Payroll
- Sales tax
- Time tracking
- Budgets
- Cash flows
- Customer and vendor data
- Design custom reports for company's specific needs
- Analyze and choose the best payroll solution for client
- Setup QuickBooks payroll
- Provide monthly, quarterly and yearly payroll assistance with payroll processing and required reporting to governmental agencies
- Setup procedures to process bookkeeping
- Organize a filing system for filing financial information
- Prepare reports and analyze business data to improve efficiency and productivity
- Learn how to get the critical data you need out of QuickBooks
- Discover how to create custom reports, graphs and charts
- Create highly customized, formatted and professional-looking reports