Sample Issues Solved

Factoring Bookkeeping

My client, Emma, has recently sold all of her accounts receivables to a lending institution in lieu of a business loan. Basically all of my client’s customers will now have to send in payment to this lending institution and, in turn, the lending institution will disburse these discounted funds to my client. Emma has hired

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Job-Costing Catch Up

My client, Olivia, hired AccuraBooks a few months ago to do the following: Catch up the bookkeeping Create a job-costing platform & process Provide bookkeeping maintenance going forward Upon review of Olivia’s bookkeeping in her QuickBooks company file (home design & remodel service), it was discovered there were current customer jobs still open that actually

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Employee Paycheck Advances Bookkeeping Issues

My client, Debbie, had rather unique payroll issues some years back, when I first took over the back-end bookkeeping for her business. She was utilizing QuickBooks Online Enhanced Payroll. She had a history of giving payday advances to her employees, but she was not doing the best job of keeping records of the ongoing balances

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Consulting Inventory Management in QuickBooks

Margaret, a pet food manufacturer/guarantor client of mine has her products delivered to distributors across the country. She needed some inventory management consulting and thus hired AccuraBooks for this. Margaret uses the QuickBooks Enterprise Desktop software for all here company’s bookkeeping, and they were interested in activating the QuickBooks Advanced Inventory Module (also known as

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How to Catch Bookkeeping Issues & Fix Examples

My client, Amy, uses the QuickBooks Online platform for her basic bookkeeping needs, including sending invoices to her customers and processing payroll for her employees. I log into the client’s QuickBooks Online company file monthly to reconcile her bank and credit accounts and review important reports such as current Accounts Receivable Aging, Income Statement and

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Bookkeeping & POS Fixes for Retail Business

My client, Ashley, owns and operates a retail boutique in a busy section of town. She utilizes a cash register point of sale system with a separate QuickBooks Desktop software to serve as their back-office bookkeeping system. For the first year or so of her business operations, there were some major problems festering that resulted

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Bookkeeping Platform Hosting Advice

Right Networks & QuickBooks Online are two popular solutions to store client financial files. Clients may choose to pay a subscription to an online “Software as a Service (SaaS)” bookkeeping manager such as QuickBooks Online or Xero. While SaaS bookkeeping tools are growing more robust each year, they are not as complete or powerful (in

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