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 Books-Smart

YOUR BOOKKEEPING AND TAX MADE EASY

quickbooks Advanced Certified ProAdvisors

 

 

 

Quickbooks Services

QuickBooks Setup 

You've just started your business or just started using QuickBooks and you notice that it isn't quite the "15 minutes and you're up and running" as advertised by Intuit. You're not alone. That said, small business owners who work with a ProAdvisor have a far easier, happier, and less painful QuickBooks experience. We will listen to what you do in your business and translate it into an efficient accounting system that allows you to get the right information in the shortest amount of time or input possible. 

QuickBooks Clean-up

You've been using QuickBooks for months or even years, but intuitively know something's not quite right, or it's not giving you or your accountant the information you want and need. From wildly different sales numbers, confusing A/R or A/P, to reporting that doesn't match your tax returns, QuickBooks can be easy-to-misuse unintentionally. Once we look "under the hood," we can identify what's going wrong in your existing books and convert them into a clean, proper, understandable QuickBooks database.

Training & 3rd Party Add-ons

You've been using the basics in QuickBooks and now want to utilize more of the capabilities of the program. Maybe you would like training on Custom Reporting, Payroll, Merchant Services, Job Costing, or even find a 3rd party app that can integrate with your accounting and save you time and money in your business.  We are familiar with all of these and can help you identify and implement the best solutions for your specific situation.  

Quarterly or Bi-annual Check-ups 

Even for those who use QuickBooks correctly, tricky transactions and time-consuming processes can be reviewed and made easier through regularly scheduled virtual or in-person meetings. Check-ups ensure that your accounting maintains accuracy, timeliness, and relevance to your business. This service prioritizes prevention to mitigate errors and improve the reliability of your reporting.

Bookkeeping - Monthly or Quarterly

Once your books are set up and cleaned up correctly, you have the option of having us perform ongoing monthly bookkeeping for you.  Many of our small business clients are leveraging our knowledge of the most up-to-date technology to automate their back office bookkeeping processes and eliminating the need for an in house bookkeeper.   Let us help you design an efficient monthly process that provides you with the most accurate accounting information.

 

RATES

Quickbooks Consulting 

In-person appointment pricing  -  $190/hr

two hour minimum, billed in ¼ hour increments thereafter, plus trip charge where applicable*

Telephone/web-conference pricing - $190/hr

no minimum, no trip charge, ¼ hour increments

   *Trip charge is $190.00 applied to San Francisco/Hayward/San Jose, and other locations where significant travel during peak commute is involved. Amanda will notify you in advance if the trip charge applies.

Bookkeeping Services

Monthly or quarterly, In person or remote -  Call for an assessment.

About Amanda Douglass

I grew up in the Bay Area working as an office manager and bookkeeper for technology start-ups.  During that time I acquired a greater understanding and love for technology. It was at one of these startups that I taught myself to use QuickBooks.  Since then I've become Advanced Certified in all of Intuit QuickBooks desktop and online products. 

I've been using Quickbooks since 2001 and supporting  small business owners since 2006.  In that time I have come to know precisely what most small business owners need related to their accounting, their time and efficiency.

My whole practice centers around being able to listen to clients needs and offer a custom solution that allows them to get back to doing what they love.

 

 

 

 

 

 

 

 

 

 

 

In 2005, working as the Director of Finance to a local Non-Profit utilizing QuickBooks, I met and began to work with a local CPA. Together, we determined we had great synergy and would make a great consulting team. Since then, we have assisted hundreds of clients to set up, clean up and effectively run their back office accounting with ease and efficiency.  Since then I have come to work with many CPA's and Enrolled agents that add to the expertise of my firm.  These professionals will often assist to answer the confusing tax related questions required to produce accurate and timely tax returns.

 

 

 


Testimonials

 
"Amanda provided solutions I'd been searching for for years. For the 6 years before I was a sole proprietor and owner of an S-Corp, my bookkeeping and tax life was a nightmare, Quickbooks was difficult for me, and as desperately as I asked I was not given proper attention or help, and because of this confusion and difficulty I asked for a tax extension every year. Thanks to Amanda, because they have tailored their help to my needs (instead of me tailoring my needs to the other company's "help") my corporate and personal filings are on time, and even early! This is a miracle to me. My business life is 100% more organized and manageable now."
Amanda Provided Excellent Service! She added to my knowledge so much more detail and depth, giving me great confidence and backing. I liked the way she quickly assessed my needs and taught from my level of experience. She came through with just what I needed on short notice. I'm grateful to have found her, I will be using her again."

 

 
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Get in touch

Amanda Douglass

510-612-8002  Phone/Text

Amanda@Books-Smart.com
 

 

Contact Us

If you have any questions you can also contact us here.  Please let us know how we can help you. 

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Privacy Policy

To perform our services, we may collect nonpublic personal information about you that is provided by you or otherwise obtained with your authorization. 

We do not disclose any of such information in the course of our practice except as required or permitted by law. In all such situations we stress the confidential nature of information being shared.


We retain records relating to professional services we provide. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.