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Attention: Freelance Accountants & Bookkeepers
Ugh – Not the Same Mistakes Again!
From the Desk of: Linda A. Hunt
Wednesday, 4:40 PM
It’s time for quarter-end review of your client’s QuickBooks file and you cannot believe what a mess it is AGAIN!!
Didn’t you just get finished cleaning up these same mistakes last quarter! And you know that this client isn’t going to want to pay you for the time needed to clean it up so that it’s correct and you can give them the information they need.
It would be so much easier (and cost effective) if your client would just let you handle all of the input onto their QuickBooks file BUT for a whole variety of reasons that isn’t going to happen.
If only there was an easier way….
If only, you could fix these problems in half the time AND teach your client once and for all how to not make them again….
In this self-study program
The Most Common Mistakes Your Clients Make in Quickbooks
(…and How to Fix Them & Prevent Them in the Future)
created by my colleague Walter Lawrence, CPA, MBA, MAPW, and
QuickBooks ProAdvisor Program Manager, Walter shows you:
 The 25 most commons mistakes clients make in QuickBooks,
 Where to look in the QuickBooks file for those mistakes,
And how to correct them with the least possible effort. (Saving you time and your client’s pocketbook.)
The course presents a thorough overview of each problem area, together with suggested a “teach-around” for each situation that can prevent clients from making similar errors in the future.
The program is set-up in an easy-to-use and implement format. As soon as you sign-up for the program you are taken to a private classroom page that contains:
Six Video Modules where Walter Lawrence takes you through each mistake – where to look and the “teach-around.”
 Six in-depth E-books where each mistake is explained step-by-step with actually screen shots from QuikBooks.
25 Practice QuickBooks Files for you to put into action the solution and “teach-around” steps taught in the program. All examples are demonstrated in QuickBooks Premier 2010 or higher.
Here’s a description of what you’ll learn in each module:
Module 1: The Most Common Errors Still Persist Despite program improvements, clients still make deposits rather than receive payments or they write checks to pay bills, sales tax, or payroll liabilities. With multiple bank accounts, clients often print checks using the check stock of the wrong account. And, most clients don’t know how the use QuickBooks’s credit card function.
Module 2: Misusing Lists and Hierarchy The setup of a QuickBooks file can lead to problems if done improperly. The chart of accounts, items, and classes are easy to misapply. Clients regularly post to parent accounts or to the wrong job, when those problems can be prevented.
Module 3: Establishing Accounts The most difficult concept for a client to grasp is to how to properly open new general ledger account when the business is on-going. Opening balance equity transactions, establishing beginning amounts during the set-up interview, and prior period entry errors are tough to find. We can stop inactive account issues and actually freeze the chart of accounts.
Module 4: Problems with Preferences The choices clients make setting Preferences can create nagging problems. In this Module, account numbers, class tracking, and closing dates will be covered. And, we will examine the effects of choices for bills, jobs, and general preferences.
Module 5: Preferences Problems Continued We continue to study the effects of preference choices in reports, sales &customers, taxes 1099, and employees. Because few clients understand undeposited funds, we’ll look closely at how it can be used differently. And, we’ll see how Microsoft Word already ties-in to customer, vendor and employees files.
Module 6: Good Ideas In addition to common mistakes, in this Module we’ll look at a series of “workarounds” that make life with the client easier. Deposit memos, expiration lists, billable COGS, checks to customers, and zero-dollar checks will be covered. And, we’ll see in detail how to overcome a formatting problem that makes customer deposit accounting easy to do. |
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Option 1: Physical Success
Library |
Option 2:
Electronic
Success
Library |
| Instant Access to Private Classroom Page |
- Video Modules that highlight the most common mistakes and their teach-around
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- Six in-depth eBooks where Walter shows you screen-by-screen each mistake and how to correct
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- Actual QuickBooks practice files where you can “fix” the mistake following Walter’s instructions
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| Ability to download all materials and store on your computer |
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Copies of all Materials from the Classroom Page Shipped to Your Door
(Note: Shipping & Handling fees apply and resource links are excluded.) |
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| Your Investment |
$197
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$97
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Are you ready to break the cycle and learn how to fix these problems in half the time AND teach your client once and for all how to not make them again?
Yes, Linda – I’m ready to learn the 25 most common mistakes in QuickBooks and how to correct them!
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The Most Common Mistakes Your Clients Make In QuickBooks (…and How to Fix Them and Prevent Them in the Future)
Physical Success Library $197  
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The Most Common Mistakes Your Clients Make In QuickBooks (…and How to Fix Them and Prevent Them in the Future)
Electronic Success Library $97
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Here’s to creating a freelance practice that supports you mentally, spiritually and financially!
Linda Hunt
The Small Business Bookkeeping Expert
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