Author: PFI Staff

How To Set-up or Clean up Chart of Accounts In QuickBooks®

Chart of Accounts COA Set-up/Clean up in QuickBooks® “Great business decisions are founded on accurate data! ” ~ Cindy Brooks, Mt Vernon, SBDC The Chart of Accounts (COA) is a complete list of a company’s accounts and balances. It classifies business transactions and informs the financial reports, making its accuracy critical to your business. Learn the best practices how…

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QuickBooks® Workshops (Free) – Spring 2019

Get To Know QuickBooks® Is QuickBooks® working … for you? Learn how to setup and use this popular accounting software to work better for you and your business. Presented by your local QuickBooks® (Advanced Certified) ProAdvisor Chris McGee, ProFound Impact. RSVP as space is limited. * Light lunch/refreshments provided. Burlington, Tues. 5-March, 12 – 1:30 pm at Burlington Chamber…

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How to Fix Reconciliation Discrepancies in QuickBooks®

What is a bank reconciliation and why is it important? It’s the comparison between your money/cash business transactions (book balance) and those of your bank (bank balance). When the amounts match or are the same then they are in balance and your account is described as reconciled. How to fix reconciliation discrepancies. What if your…

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Quickbooks® Workshops – Fall 2018 (Free)

How to Use Purchase Orders, Receive in Inventory and Design Invoices in QuickBooks® Would you like to learn how to use Purchase Orders, Receive in Inventory and customize the look of your Invoices in QuickBooks®? Attend this free, 1-1/2 hour QuickBooks® workshop to learn how you can customize these powerful QuickBooks® forms and have them…

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Managing Growth

Savvy business owners know it pays off to understand the financial reports because when managing growth, it’s ‘all about knowing the numbers!’  Revenue, human resource management/training, market share and the importance of product development/diversity, along with extending lines of credit, mergers or even acquisitions are all critical considerations for companies planning for future growth. To…

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Intuit Will Discontinue Some of Its Services on May 31, 2018

After May 31st, Intuit will discontinue its services for: QuickBooks® Desktop Pro, Premier 2015 QuickBooks® Desktop for Mac 2015 QuickBooks® Enterprise Solutions 2015 QuickBooks® Premier Accountant Edition 2015 QuickBooks® Desktop POS 2013 Basic, Pro and Multi Store software and QuickBooks® POS Payments QuickBooks® Desktop POS 12.0 Basic, Pro and Multi Store software Click Here For…

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Make a ‘ProFound Impact’ on your business

Bellingham Business Consulting and QuickBooks® Software Solutions Using his expertise in ‘Lean Office’, ‘Lean Manufacturing’ and QuickBooks® Accounting/Point-of-Sale (POS) software, veteran Bellingham business consultant Chris McGee strives to make a ‘profound impact’ on every small and midsize company with whom he has the privilege to coach. Through collaboration with owners, operators and staff, together they…

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