Get Your Records Together

The IRS advises having a system for filing your taxes and for keeping your tax documents and records organized. Many people have created their own systems, and even more people rely on recordkeeping software, such as Quickbooks. If you’re a newcomer to the tax filing process, however, you might be confused as to what documents and other records you’re going to need exactly.

Really, what your records will look like is dependent on you and your habits. For most people, however, records consist of things like receipts, documents that prove income, cancelled checks, lists of deductions tax credits. Of course, filers also need forms sent from employers and basic information about themselves, such as their social security numbers.

If you’re finding that all a little overwhelming or if you just haven’t been so good about keeping up with that Quickbooks system or whatever system you happen to use, know that you don’t have to go it alone! The friendly financial experts at Susan S. Lewis, Ltd. are ready and waiting to assist you!

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Quickbooks Classes Offered in New York

Quickbooks is a popular program used by businesses and individuals throughout the United States. Despite its immense popularity, however, Quickbooks is often misunderstood, and, when not used properly, it can lead to problems and setbacks for its users. The need for Quickbooks education is so strong that, in many places, classes are now being offered to educate the public on this important software.

Albany, New York is one of the more recent locations to offer up Quickbooks classes. Held at the Linn-Benton Community College Small Business Development Center, the classes last four hours and are mostly geared toward beginners. However, there are classes that focus on specific Quickbooks skills, including some of the more advanced skills.

While you might not have access to classes like these in Naperville, you can still learn anything and everything you ever wanted or needed to know about using Quickbooks by calling on the friendly experts at Susan S. Lewis Ltd.

Quickbooks Joins Forces with Other Companies

Quickbooks is well known for the online business management software that it offers. The widely used software was created by a company known as Intuit, a company that recently announced that, according to projections, its online client base should top its physical software client base this year.

Because of the immense popularity of the online Quickbooks services, the company has decided to partner with several other companies and developers to add on applications that can easily be used with the software. Many companies have responded quite positively to this news, and currently, Intuit is saying it has around 60 business partners who plan to offer applications and/or tools compatible with the online Quickbooks software. These companies include such modern giants as American Express and Square.

To get set up with Quickbooks and to start taking advantage of these great new applications, all you have to do is contact Susan S. Lewis, Ltd. of Naperville today.

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Xero’s New Quickbooks Conversion Service

For a long time, internet-based Xero has operated as a little known accounting service. Recently, though it has attracted new attention by offering a product designed to simplify Quickbooks migration. The product can be accessed on the Xero website and is available to all users of the Quickbooks desktop version. Users have to sign up for the Xero service, upload their Quickbooks file, and can then have their account file populated with the necessary data.

Transferring data into the Xero system is said to be incredibly simple, but the service will not be suitable for everyone. Those who are curious about the Xero system are encouraged to take a trial run before getting rid of their Quickbooks program altogether.

Whether you decide to stay with Quickbooks or to make the switch to Xero, know that Susan S. Lewis, Ltd. is there for you. Trained accounting experts can help you to make the right decision for your business or for your personal finances. The Naperville firm is dedicated to helping all clients make the best choices for themselves.

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Every Man for Himself?

Every person who owns a business has to look out for his or her own best interests and for the best interests of the business. That’s just common sense. How far, however, should a person go to protect his or her business and his or her own interests? Should he or she go to the extent of potentially scamming others or to encouraging and charging for unneeded services? Most people would say the answer would be no but, surprisingly, it’s recently been discovered that doctors, who are supposed to be some of the most ethical people on earth, have been going to great lengths to earn some extra bucks.

A recent study published in Radiology, for example, finds that patients are more likely to have and pay for MRIs when the doctor who recommends the MRI owns the machine and stands to benefit financially and directly from the scan. What’s more is that, more often than not, those who undergo scans on a doctor-owned machine end up with negative scans, scans that demonstrate that absolutely nothing is wrong with the patient and that there was likely no need for him or her to have the scan in the first place.

Obviously, you don’t ever want your business to get to this point—to the point where it’s so financially desperate that you must prey on your very clients in order to survive. Keep good track of your money and stay on top of your business with Quickbooks and, chances are, you won’t have to scam anybody. For help setting up and/or managing Quickbooks, contact Susan S. Lewis, Ltd. of Naperville. #NapervilleQuickbooks

Choosing Accounting Software

As a business owner, you probably already know how important it is to work with a good Naperville Quickbooks firm. Quickbooks is a wonderful program for keeping track of basic information related to your company’s finances and can come in handy for a wide variety of business tasks and responsibilities. You should not, however, rely on Quickbooks alone to manage your organization’s finances. Quickbooks is all the more effective when you use it in combination with accounting software that has additional features and capabilities. There are many different software products out there, and only you can determine which one is right for you. Fortunately, though, it’s usually fairly easy to spot good software.

Excellent accounting software, for example, tends to have lots of different programs for you to use. These programs are designed to help you handle just about any business related task you can think of. So, for example, your software system might have a payables and receivables program that allows you to track this information and/or a payroll function to make managing employees (and their paychecks!) a whole lot easier. While some of these features are available through your Naperville Quickbooks software, many accounting software programs are designed to work in conjunction with and to reinforce Quickbooks.

The quickest and easiest way to judge a software program is to judge the seller or marketer of that program. Quality organizations create and distribute quality products, so choose to work only with the best and most established software vendors in the industry. Obviously, finding those vendors will take some research on your part, but your efforts will pay off in the end!

Not a Math Genius? Get Help with Quickbooks

Did you know that mathematical errors are among the most common reasons why people get their personal or corporate tax forms sent back to them?  This makes sense when you think about it, since mathematical errors are so easy to make. Maybe you forgot to “carry the 1” or added when you should have subtracted, but no matter what the mistake is, it affects everything you do after the mistake has been made. Even one tiny error can throw off the entire process, cause endless frustration, and result in a lot of wasted time and energy.

If you’re doing your taxes or other accounting tasks the old-fashioned way—meaning by hand or even with the help of nothing but a calculator—the best thing you can do is to check and re-check your work several times over. If you don’t come up with the same figure every time, you’re obviously doing something wrong and will need to comb through your work to find where the mistake lies. Obviously, however, this can be very time consuming, and there’s really no reason to put yourself through that, not when the friendly professionals at Lewis CPA have Naperville QuickBooks expertise that can help you to simplify the process.

With Naperville QuickBooks software, the only thing you’re responsible for is putting the right numbers in the right places. From there, the software takes care of all of the math and figuring involved. Taking the time to learn how to use QuickBooks is well worth it, since it will end up saving you countless amounts of time (and frustrated head-banging!) later.

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Naperville Quickbooks Support

Many small business owners, individuals, and commercial accountants rely on Quickbooks to help them keep track of information needed for filing taxes each year. Indeed, this program—providing you know how to use it properly—can make entering and maintaining tax-related information very simple.  Whether it’s basic bookkeeping tasks or highly individualized information that you need help handling, Quickbooks can take care of the hard stuff for you. Of course, before the program can do that, you have to get everything set up and running correctly. That part can be a little challenging if you’re not used to working with Quickbooks, which is why many people call on Naperville Quickbooks support.

Naperville Quickbooks support is offered by accounting firms, including the renowned Lewis CPA firm. Whether you need help setting up your Quickbooks program, troubleshooting certain errors or problems you have run into, or training others how to use the program, you can find the help and support you need through this accounting firm. Experienced, friendly professionals are happy to provide real, hands-on help when you need it most.

Even if you are already successfully using Quickbooks, you never know when you might encounter an issue or when you might have a question or need advice. You need to have someone whom you can call upon when those kinds of issues come up. That way, you’ll get the information you need right away, instead of having to scramble around to find someone and wasting valuable time and money in the process.

Quickbooks: Don’t Run Your Business Without It

If you’re running a business, then you and your employees need to be running Quickbooks. Without it,  keeping track of all of your information and just getting your work done ends up being much harder than it needs to be. There are so many advantages to using this well-trusted program, which explains why businesses of all sizes and from all corners of the world are using it right now.

Quickbooks isn’t always used for big tasks. In fact, it can really come in handy for the day to day clerical work that often goes hand in hand with running a business. Keeping track of client information, bookkeeping related tasks, and budgeting can all be taken care of with this program. Best of all, many tasks can be completed automatically, saving your employees time and energy and allowing them to focus their attention on more pressing issues.

Once you have all of your information put into the program, you can instantly generate reports anytime you need. These reports, which can help you to assess many different aspects of your business—from employee performance to financial standing—provide a wonderful way to see where you’re doing well and where you can stand to make a few improvements.

Of course, learning how to use the program can be a little tricky without the help of professionals. That’s why you’re encouraged to call upon Naperville Quickbooks experts, like those at Susan S. Lewis, Ltd. to help you get the ball rolling! These Naperville Quickbooks professionals can help you to get the program set up for your company, to input your initial information, and even to train each of your employees on how to use the program as effectively and efficiently as possible. Or, leave it to the pros at LewisCPA.

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