ProFound Impact Business Coach
QuickBooks® Expert BSSNW, LLC

Streamlining Business and Increasing Efficiency

QuickBooks

by Chris 27. January 2012 09:10
They are some great new features in QuickBooks Pro 2012. There is a calendar view where you can note Invoices and Bills. This is not a private calendar or one you can hide certain postings. There is an improved process for running recurring billings, invoices and estimates. There is also a new document attachment center where you can attached scan documents and store on your local hard drive. In addition a new Lead Center was added where you can track sales leads and convert the to a customer later. There a still some areas that need to be flushed out in the Lead Center but it is a good start for someone that has a lot of prospects. If you are out there running QuickBooks Pro 2010, QuickBooks Premier 2010, QuickBooks Pro 2011, QuickBooks Premier 2011, QuickBooks Pro 2012, QuickBooks Premier 2012, QuickBooks Enterprise 10, QuickBooks Enterprise 11, QuickBooks Enterprise 12, QuickBooks Point of Sale, QuickBooks On Line Online and you want QuickBooks Support, QuickBooks training and problem solving feel free  call me. I can work with you Remotely or visit your office. We can assist anywhere in Washington state including Bellingham, Ferndale, Mt Vernon, Arlington, Stanwood, Everett, Bellevue, Seattle, Skagit County and Whatcom County. If you need a better understanding of your business numbers, graphs and reports we can assit you. This often leads to solutions of business problems by creating solutions and processes that will support new solutions.

COUPON DISCOUNT QUICKBOOKS ENTERPRISE SOLUTIONS

by Chris 6. September 2011 03:28

COUPON DISCOUNT $100 OFF THE SERVICE INSTALLATION FEE OF QUICKBOOKS ENTERPRISE SOLUTIONS.

Get a $100 coupon off the installation service fee of QuickBooks Enterprise when you purchase the software from us and have us install it, Business Support Services Northwest, LLC, your local certified QuickBooks installer.

Is the program you have costing you a lot to run? Is it too difficult to correct and train people on?  Is QuickBooks Pro or Premier taking to long to open reports? Switch to QuickBooks Enterprise. It is robust and can grow with your company. It can allow up to 30 users. You can add multiple warehouse and truck locations now. There are many add on software programs that integrate with Enterprise that can help your operation run smoother. It is often quicker to install and train your staff with QuickBooks Enterprise than some of the larger softer programs. Take advantage of this offer now! This offer expires 9-30-2011.

 

Manufacturing Processes, Procedures and QuickBooks

by Chris 1. April 2011 13:02

It is not always the software or add on software that can make an operation run a lot smoother. Improvements can be made right away by examining the process of current work flow. By seeing the process mapped out it can become apparent that some things are extra wasted steps or unnecessary. This thought process can also be used to look at the setup in QuickBooks Enterprise processing and find better ways to streamline paper work flow.  Having a team with an outside perpspective often helps people see things in a different light.

Once QuickBooks is setup and the work flow is improved, add on software can be examined for further improvements. When was the last time your company took time to examine and preplan your processes? It is never to late to do it again and again if you want to create an environment of continuous improvement.

 

 

 

Stop the Double Entry Madness

by Chris 16. March 2011 07:23

With new technology at affordable prices,  there is no reason to still double entry information. But this is the case in many businesses. We still have systems not in sync that require busy people to enter the data in two software systems. This is often due to having one good system for the financials like QuickBooks and another piece of software to manage the operational end of things or sales like a POS. They both have a provide a valuable service, but can't they just get along and talk back and forth.  Not only is the deficit too high but the software is too stubborn.

There are many great add on software products that integrate with QuickBooks products including the Point of Sale, Field Service Management, Shopping Cart, as well as hundreds of other apps listed on QuickBooks Marketplace website. So stop the double entry streamline your data. It will cut down on hours of mistakes, frustration, and save you money.

 

 

 

QuickBooks On Line

by Chris 3. February 2011 16:10

QuickBooks OnLine is a simple yet powerful way to manage your business online. Some features include tracking sales, monitoring expenses and creating invoices. These features can be maintained anywhere that internet service is available. You can connect with other users and take the service on the road with you. QuickBooks OnLine is specially intended for small business owners and is safe and convenient. www.QBOE.com

Feel free to email us or call if you want to know more about QuickBooks Online. Whether you are in Oregon, Washington, Colorado, Canada, or Alaska you can get to your QuickBooks Online. If you need QuickBooks Online phone support just call. BSSNW QuickBooks phone support number is 360-303-5798.

Point of Sale and Inventory Control

by Chris 8. October 2010 05:26

There are many software add-on solutions that integrate well with QuickBooks and help small and mid-sized business owners solve problems. A popular one is QuickBooks Point of Sale or QuickBooks POS. When properly planned out, setup with a good beginning inventory and when staff are properly trained on this software system, benefits are added to the owners bottom line. POS creates a better process flow for faster payment, it avoids costly pricing errors, and improves inventory shrink which is big cost saving plus in this tight economy . The QuickBooks POS version 9 is still available. Hold off on purchasing the POS version 10 until all the major patches have been made available. 

Ways to Avoid Issues With POS Setup 

Plan the out Departments and Products in a logical manner that everyone in the store can follow, before you start setting up the POS.

Setup the Cost of each Product and do not leave any at zero.

Clean up duplicate products and bad inventory counts before you take the POS live.

Make sure your list of Accounts Receivables are accurate. 

Get advice on how to setup consignments as they can create issues with average costs.

Chris    Cell 360-303-5798 

 

ProFound Impact Process

by Chris 3. August 2010 03:23

Monthly Improvement and Business Education Advancement

  1. Advanced Financial Management Coaching
    1. One meeting a month. Minimum of 12 months.
    2. Analyze and Improve Business Profits Monthly
    3. Building a Budget.
    4. Developing and Understanding a Cash Flow Report
    5. Benchmarking your company to the Industry.
    6. Unlimited e-mails and phone calls.
  2. Job Costing Coaching
    1. Analyzing what each job costs.
    2. Determining the costly issues and how to avoid them.
    3. What went right and how to ensure duplication?
    4. Take each job and improve upon it.
  3. Teaching the Bookkeeper QuickBooks Done Right
    1. How to do Quarterly Payroll Taxes
    2. How to post Refunds.
    3. Where to post equipment.
    4. How to update Loan interest write offs monthly.
    5. Unlimited phone calls and emails.
  4. Lean Manufacturing
    1. Learn the lean process.
    2. Learn to identify waste in your business.
    3. Learn how to eliminate waste.
    4. Learn to identify the root cause of waste.
    5. Eliminate waste
  5. Lean Office
    1. Identify waste in estimating, Invoicing and Change Orders.
  6. Technology Advancement
    1. Identify Technology to improve the company.
    2. Recommend one Technology improvement a month.
    3. Make recommendations on timeline.   
    4. Software add-ons for QuickBooks- Scheduler, Inventory, Estimators etc.
  7. Future Strategies, Services & Products
    1. What are the key future indicators for your business?   
    2. How will the future affect your business?
    3. How can be proactive towards the future?
    4. What new services and products can your company provide?

 

Value Added to the Business and Owner

  1. Advanced Financial Management Coaching
    1. Improve financials by avoiding costly mistakes and improving net profit.  Yearly  $_________  Times 3 Years $_________
    2. More discretionary time.   ______Hours Year
    3. Less Stress with a greater understanding.  ____Reduction of Stress
  2. Improving Job Costing Yearly $______ Times 3 Years
  3. Teaching Bookkeeper Accounting
    1. Less time spent cleaning up reports.
    2. Stress level reduction.  _____
  4. Lean Manufacturing – 80% waste in most processes.
    1. Savings in to the bottom line by eliminating waste.  
    2. Improved on time performance.
    3. Improved Customer Satisfaction
    4. Morale improvement with staff.
    5. Repeat savings in future jobs.
  5. Lean Office– 80% waste in most processes.
    1. Savings in to the bottom line by eliminating waste.  
    2. Improved on time performance.
    3. Improved Customer Satisfaction
    4. Morale improvement with staff.
    5. Repeat savings in future jobs.
  6. Technology Coaching
  7. Future Strategic Planning

Profit and Loss Statements

by Chris 26. July 2010 10:24

Does everyone understand the Profit and Loss Statement, also known as the Income Statement? Sales and growth seem to be the big focus for most companies, regardless of how the bottom line performs.  Sure, sales can create growth and expansion, but it can also spell chaos and turmoil. Companies can choke itself financially with growth without preparation. Customer service, staff retention and owner satisfaction can all suffer. How about Cash Flow when a company goes through a growth spurt? Will it drain the company funds or feed the company?  New equipment, more staff and higher inventory often are prerequisites of growth.

There are some great reports in QuickBooks that can help an owner manage growth, stay liquid and sane at the same time. The first is to understand the Profit and Loss Statement and to ask yourself if the current model is creating profit? Can it be improved? Will sales solve the profit problem? Or do I need to look at the current cost structure and pricing structure? Is the  company carrying too much inventory? What is the right stocking level? The QuickBooks Sales by Item Summary report can show you the movement of each of the products and what is not turning. Why do we need 100 parts of an item that we only sold 1 of all of last year?

Did you know you can setup a forecasts and monthly budgets in QuickBooks? You can and it is hidden in the heading Company, Planning & Budgeting. This is a great tool to use when in a growth mode or when a company is just watching costs.  The forecast can be the basis for the Cash Flow Projection. The Cash Flow report is invaluable for any company that is growing and they want to predict the crunch months. 

Keep becoming a student of Profit and Loss, Balance Sheet, Forecasts and Cash Flow reports. Get to know your industry best of benchmarks and set sail for those markers. Be a student of inventory because it has a large affect on meeting the customer's expected delivery time and, if to high, can drain off valuable cash flow. 

 

INTUIT SERVICE PROVIDER

by Chris 11. May 2010 12:19
Intuit has classified Chris at BSSNW, LLC  as a Intuit Service Provider, servicing medium size business with their QuickBooks Enterprise needs and installation as well as ad-on software that integrates well with QuickBooks products. 

QuickBooks Year End Clean Up

by Chris 28. December 2009 09:38

Here we are again, at the end year. A long, tough, and scary year for business owners.  QuickBooks is often the last thing people want to look at during a down year. But it is the navigator. The GPS business tracker. It tells us where we were, and where our business is going. If, by chance, it is set on auto-pilot, watch out!! It could be heading straight for a large coral reef.  Looking up and seeing the picture clearly may make us feel worse. But it gives a better chance get a grip on where we are heading. Seeing clearly is 80% of the battle.

How do we see clearly? The first thing is to straighten out QuickBooks®. As you are going through the numbers, stories start to unfold.  As the pieces of the puzzle are put in its rightful place, we receive feedback from this year. The winners and loser often surprise us. Like the old TV show "Dragnet", we need to know the facts. Blind faith cannot get us through these times. Maybe in previous years, but not these coming year.

Things to check and clean up in QuickBooks are the loan balances at year end, make sure expensive equipment are on the balance sheet report under equipment and flagged for year end. Check the Account Receivable and Account Payable balances and clean them up for year end. There could be some bad debts to write off and duplicate bills or invoices that need to be handled properly. It may have been a better year than expected. But how could it be if the checkbook is so low? Maybe customers are paying a lot slower than last year. Cash Flow can create many problems.

 Make a commitment to get QuickBooks right and dig deeper into your business's numbers. Read the story so you can write the future chapters with clarity and conviction. If you get hung up on some issues, call in a Pro Advisor.

 

Schedule a Free Consultation

Phone: 360-303-5798

Email: chris@pficoach.com

Location: 1001 E. Maple St.
Bellingham, WA  98225

 
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