QUICKBOOKS

CLEAN UP

When a company is experiencing QuickBooks problems, it can ruin your business and cause you to lose more profit than you should!

Even Quickbooks Resources recommends that you hire an accountant to oversee the use of their program. Does that not mean something?

If you are experiencing any of the following you need to click the button below NOW! You CAN’T afford to wait. 

  • You are getting behind on paperwork?
  • You spend your evenings and weekend fighting with QuickBooks?
  • You cannot believe construction and project bookkeeping can be so hard?
  • ​You think maybe QuickBooks setup may not have been done correctly for project bookkeeping?
  • ​You are bouncing checks because QuickBooks and the bank statements don't match!
  • ​You have to force reconcile the check and credit card registers every month or you quit trying to reconcile them.
  • ​You are having trouble getting invoices into QuickBooks and out to your customers?
  • ​Your customers question or even refuse to pay you until you provide them with an Invoice that makes sense!
  • ​You don't know for sure who owes you money because they are waiting for your Invoice!
  • ​You need a performance bond and the underwriter needs Financial Statements!
  • ​QuickBooks is a jumbled, mixed up, fouled up, knotted up mess and appears hopeless!

Download our FREE E-Book on the Top 10 Tips on How to Conquer the Quickbooks Beast.

Get Inside Access to an accountants perspective behind the Quickbooks game.

Accounting services

  • Monthly bookkeeping and payroll
  • CFO/Controller services
  • Account reconciliation and cleanup
  • ​Chart of account review

Financial reporting services

  • Prescribed form reporting
  • Forecasts and projections
  • Agreed-upon procedures engagements

Helping you understand 

where you are, where you want to go and how to get you there! 

Are you a new StartUp

Avoid the pitfalls that cause so many small businesses to fail. The stats below tell it all

Why Small Businesses Fail

(from Jessie Hagen of U.S. Bank, cited on the SCORE/Counselors to America’s Small Business website http://www.score.org)

82% – Poor cash flow management skills/poor understanding of cash flow

79% – Starting out with too little money

78% – Lack of well-developed business plan, including insufficient research on the business before starting it

77% – Not pricing properly or failure to include all necessary items when setting prices

73% – Being overly optimistic about achievable sales, money required, and about what needs to be done to be successful
70% – Not recognizing or ignoring what they don’t do well and not seeking help from those who do

No Startup company or new business owner should feel alone when having to navigate through the struggles associated with developing their business and financial positions.

Start-up company advisory services

Choice of legal entity

Government registration requirements

Initial year tax elections

Employment law

Business plans and assistance obtaining financing

Accounting information systems

While there are multiple factors to consider with cash flow depending on industry and the lifecycle stage of your company, one key is relevant to all small businesses regardless of size or industry: If your expenses exceed your cash, then you have a cash flow problem.

It’s important to note that your expenses, especially during the early stages of growth, are most likely going to be greater than your revenue—you’re still trying to validate R&D, go to market, figure out sales and marketing, admin costs, and contractor relationships, etc. It’s also important to remember that your company will only be successful if you can eventually bring in more than you spend. 

Karla will help you create a plan to mean profit and NOT loss! 

About Karla 

Karla Sasser

CPA, CITP, CIA, CGMA

Karla Sasser is an accomplished accountant, internal auditor, and award winning author with more than 20 years’ experience in information technology and accounting. Karla specializes in helping organizations identify and solve problems involving business processes and controls. Her areas of expertise include efficient bookkeeping and accounting processes; best practices for regulatory compliance and corporate governance; enterprise risk services; and information technology implementations, security and business continuity.

Karla excels at:

  • Evaluating workflow and implementing process improvements that include
  • Integrating new production systems into the reporting and compliance
  • Effective communication of technical issues in non-technical terms.

Her specialty areas:

Accounting/bookkeeping and audit management, efficient and effective problem solving, cost reductions, audit efficiency, technology integration, regulatory compliance, process improvements, and team building.
Karla is a licensed certified public accountant (CPA) in Florida and California, a certified information technology professional (CITP), a certified internal auditor (CIA) and a chartered global management accountant (CGMA). She is a certified Blackline implementation specialist, MIT certified Cybersecurity: Technology, Application and Policy, CompTia A 220-801 and 220-802 certified, QuickBooks Online and QuickBooks Desktop certified advisor and Xero certified advisor.

In addition to satisfying your daily accounting needs; Karla can help solve your problems related to:

  • Growth, profitability and cash flow management
  • Asset protection, business continuity, and succession planning
  • Drafting process level policies and procedures to meet your needs
  • ​Drafting IT security policies and vendor risk assessments procedures to meetyour needs
  • ​Evaluation of project plans for internal control and accounting efficiency 
  • ​Regulatory, internal and operational auditing and auditors
  • ​Data analytics and KPI’s
  • ​Working with IT staff and project management to understand accounting andoperational requirements 

Karla works with a wide network of professionals and partners to meet your all of your accounting, information technology and compliance needs.

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