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Helping you spend less time keeping track of your money and more time earning it.

Custom Accounting Solutions, LLC

Mary Longacre, QuickBooks® Expert,

email:  mlongacre@helpmewithquickbooks.biz


Improve your computer skills, streamline your recordkeeping, become more efficient,

with customized computer training

in your office, on your computer, and at your convenience!

 

QUICKBOOKS® SETUP

For new businesses or existing businesses converting to QuickBooks®, starting out right makes a world of difference in how easy the program is to use.  Let me make sure your chart of accounts will reflect your business reporting needs, insure your payroll is entered correctly, customize reports to give you exactly the information you require, and create shortcuts to your most frequently used procedures.  I'll show you how to enter additional data with your customer, vendor, and employee information; customize your invoices and other forms; and turn off features you aren't using. 

 

 

 

CALL TODAY TO GET STARTED WITH QUICKBOOKS®

QUICKBOOKS® TRAINING

Whether you do the bookkeeping yourself, or a family member or employee handles the job, you probably want to accomplish necessary tasks with a minimum of time and effort.  And as a business owner, even if someone else does your bookkeeping, it is essential that you be able to review and verify your accounts. I can design procedures to take advantage of the flexibility and power of QuickBooks® and provide training to make sure you get the most from the time you spend doing the books.  Don't spend hours of your time struggling to figure out the correct way to do something- support is available by phone, email, remote access, or in person to keep you working at your peak.  I'll show you how the different parts of QuickBooks® interact to transfer data from one place to another and save you time.  I support all versions of QuickBooks® and all forms of businesses as well as non-profit organizations. 

CALL TODAY TO LEARN HOW TO GET THE MOST FROM QUICKBOOKS®

QUICKBOOKS® FILE REVIEW

Sooner or later you are going to have a ton of data entered in your QuickBooks® file.  Is it all entered in accordance with common accounting principles?  Are there any missing or duplicate transactions?  Is everything properly categorized for tax purposes?  Have you paid the exact amounts of payroll and other taxes?  How would you know?  I will review your books to make sure the numbers reflect reality.  Correct accounting is essential before you can know how your business is performing.  An end of year review will prepare your books to be given to your accountant for tax preparation.  If you've already started using QuickBooks® but feel that it's gotten to be a bit of a mess, I can get you back on track any time.  Many times your QuickBooks® problems are not due to the software but to accounting misunderstandings.

 

CALL TODAY TO INSURE THE ACCURACY OF YOUR BOOKKEEPING

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   Don't waste hours and thousands of dollars at a computer class that doesn't teach you what you need to know to run YOUR business.  I can teach you how to reach the goals YOU define.  Focused, intense, one-on-one training using your computer and software so that there is no translation gap between what you are taught and what you can accomplish.  Patient instruction ensures you're comfortable with your skills before moving on. 

 

PROFILE:

   I have a wealth of experience using QuickBooks® from version 5 through the new 2019 releases, in addition to experience with the version for Apple® computers and QuickBooks Online®.  I joined Intuit's beta testing program in 2005 and have been one of their Alpha testers.   Before starting my own business, I spent two years with an accounting firm, handling over twenty clients' bookkeeping needs (including payroll,) and I had more than eight years experience as a business and office manager.  I have been teaching QuickBooks® classes since 1999.  I've worked with hundreds of businesses & non-profit organizations since then.  You can view my LinkedIn profile to see recommendations from clients and peers.   To read a more detailed summary of my experience, click here:  BACKGROUND.

 

MISSION:  Helping you spend less time keeping track of your money and more time earning it.

   To give you the confidence and ability to spend less of your time handling the worrisome details and mundane tasks of accounting, so that you can invest your time in your future by focusing your energy on creative and productive endeavors to build a life of greater wealth and enjoyment.

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CONSULTING:  

   I offer a free half-hour initial phone call to learn about your business' needs, and give you an idea of the best way I can help you.  

   I have worked remotely with clients all over the country.   I may be able to refer you to a QuickBooks® consultant or bookkeeper in your area, so please feel free to contact me.

 

BOOKKEEPING SERVICES:  

   If you're converting your accounting system to QuickBooks® and you need some help with the data entry, turn the project over to me to ensure the transfer goes smoothly.  I'll make sure the historical data entered in QuickBooks® matches your existing accounting reports so you can rely on the information without referring back to your previous system.  I charge a reduced rate for these projects.  Call me and you can be running QuickBooks® sooner than you think!  I'm also available to help with data entry when you are facing a tax filing, audit, or grant application deadline.

   If you prefer to outsource your regular bookkeeping work, please call me for a referral to a bookkeeper who can handle the job for you.

 

TERMS:

   Payment is expected at the time of service by cash, check, or credit card.  For your convenience, I can also draft the funds directly from your account, or you can pay with an Intuit Payment Network® account.

***   I am happy to accept your check, your MasterCard®, VISA®, or Discover® credit card, or your American Express® Card for payment!   ***

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EMAIL TODAY TO START MAKING YOUR FINANCIAL LIFE EASIER!


 

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Need to import or export transactions from QuickBooks or QuickBooks Online?  Try one of the great tools from Bay State Consulting.  Their Accounts Payable Allocation Utility will automate the process of billing subsidiary companies from a parent company.  This is a must-have for managing related companies that share expenses!

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Custom Accounting Solutions LLC   Mary Longacre, QuickBooks® Expert

mlongacre@helpmewithquickbooks.biz


  SERVICES    |   TERMS    |   PROFILE    |   TESTIMONIALS    |   NEWSLETTER   
 

 

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This site last updated on November 30, 2011

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