April 2014 Newsletter


Queen of QuickBooks

Your Taxes are Filed—Congratulations!

How did it go? Were you able to give your tax preparer a clean Profit & Loss Statement and Balance Sheet? Were all your 1099s filed in a timely manner? Were they accurate?

No matter how simple—or painful—your 2013 tax filing turned out to be, the Queen of QuickBooks has two powerful recommendations for making next year’s filings even easier: Move to cloud-hosted accounting, and brush up on best practices.

Why Move to Cloud-Hosted Accounting in 2014?

The hot new subject for bookkeepers and accountants is the cloud. What is the cloud? And why would anyone want to put their accounting software “out there”?

For starters, let’s just say that you might want to do it for the same reasons IBM, Coca Cola, American Express, and the other big guys do:

Cloud-hosted accounting can save you time and money, improve accuracy and communications, and increase your data security.

Sure, you’re apprehensive about putting your financial data “out there” in the cloud. That’s smart. But don’t let your concerns stop you from taking advantage of the benefits of cloud computing. It’s here now, and you’ll gain a lot from using it. Learn how—and why—a successful San Francisco contractor switched to cloud computing.

Brush Up on Best Practices

Make 2014 your best year ever by planning ahead for your company’s success. Learn to take advantage of the many powerful features QuickBooks provides, brush up on best practices, and get your own specific accounting questions answered by a pro.

The Queen of QuickBooks will be teaching a new Intermediate QuickBooks class; it’s three Tuesday evenings, beginning May 6. This class builds on skills learned in the introductory class. You will learn:

  • Best accounting practices for payroll, inventory, and sales tax
  • How to track time for services
  • File management, including backup procedures
  • Financial analysis of reports in QuickBooks
And if you haven’t had an opportunity to take the Introduction to QuickBooks class, another series is coming up; it’s three Tuesday evenings beginning May 22. You’ll learn QuickBooks’ major features, including:
  • New company set-up
  • How to have a perfect chart of accounts
  • How to use the features of lists
  • Setting up bank accounts and credit cards, and reconciling these accounts
  • Invoicing your customers, receiving payments and making deposits
  • Entering and paying bills
  • An overview of reports for AR, AP and basic financials.

Classes are held at Redwood High School in Marin County, California. Register at Tamalpais Adult and Community Education. Type 120208 into the search box to locate the Intermediate class, and 120200 for the Intro class. New students may need to create a profile (with a user name and password) in order to sign in.

Register soon! These classes fill up quickly because they are small and customized, allowing students to ask questions and get information relevant to their particular business. All QuickBooks is taught with an emphasis on the best practices in accounting.

Pamela Lyons is a Certified QuickBooks Pro Advisor and a Microsoft Certified Trainer. She teaches with a hands-on, real-world technique that has proven successful for hundreds of students.

Pamela Lyons

The Queen of QuickBooks …

Pamela Lyons provides clients with efficient, easy-to-use, time- and money-saving solutions for all their accounting needs. Find out how she can help you, too!


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