It is not bad for some and a great alternative but not for us at this time! Thank you, Jackie, for keeping our family together! You are doing God’s work!” Thank you, Jacqui, Because of you maybe my parents can have the life that they deserve and I can keep the home with me and continue caregiving for them instead of placing them in a nursing home. She helped me create rules and assign vendors to my checks that did not import with pay to from my online banking. She helped me figure out my chart of accounts. Patient, Kind, Professional, Knowledgeable, and Great Customer Service. I took tutorials online and Webinars but still was confused about my estate accounting which is not a business. I would not have been able to get through this without her help. She helped me to clean up my books, set up my accounts and create the financial reports that I need for the court. I have a conservator court report due annually. Lisa has absolutely exceeded my expectations! I recommend her and OOTB whole-heartedly.
She is kind, incredibly knowledgeable, patient, and just wonderful. She truly is a business partner and for that I am grateful. Also, after our training and streamlining of accounts was complete Lisa said she would be a phone call or email away for any questions that might come up.
After, our second session with her, I told her I loved her! Her goal she explained right up front was for us to have a tidy accounting system, real time financial reporting, at year-end the ability to provide our CPA with the necessary information to simply execute our tax return and not spend unnecessary forensic hours deciphering where we are financially. She has unraveled the mistakes I’ve made in our chart of accounts, the way we’ve tracked our customer deposits and accounts in QB. I have felt a huge sense of relief working with Lisa. Each session with Lisa is enlightening, educational, and enjoyable. We have never really utilized QB the correct way nor the way it was intended.
#Accountedge pro referral partner how to
I was shown how to enter and pay bills and given the job. I came to work for my husband after his bookkeeper started paying her bills out of his business account. We run a small business with 17 employees. She very quickly walked me through, with great respect, I might add, small changes that made huge impacts in our financial information. I wish I had crossed paths with her and OOTB technologies years ago. Out of the Box Technology is amazing, and Lisa was an absolute godsend for me. QuickBooks Inventory Tracking to Fishbowl.
0 kommentar(er)
