The secret to financial confidence? QuickBooks™.

Let’s face it, confidence in your finances doesn’t come from meeting with your accountant once a year. Sure, they may play a role in helping you plan strategically for the future or give you the positive reinforcement you need to keep up your hard work behind the scenes.

But true financial confidence comes from the work you do every day to support your business (yes, I’m talking about bookkeeping).

You wouldn’t trust the organization of your books to just anyone. You want to protect your efforts with software that has your back—no matter what happens. And that’s QuickBooks™.

I’m Ready to Set Up QuickBooks™

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This is How You Find MORE CHILL in Your Bookkeeping

As an accountant, I’ve looked behind the scenes at a LOT of business and bookkeeping systems. I designed my signature course around the QuickBooks™ software because I’ve experienced firsthand how superior the software is to any rivals in the space.

QuickBooks™ ability to track expenses and submit receipts digitally by taking pictures straight from the app makes managing receipts easy, eliminating any concerns about how you’ll perform during an audit. Plus, with an automated tax tracker, you’ll know exactly how much sales tax you owe at any moment (hello, peace of mind).

You’ll have the ability to create invoices directly from your account, allowing you to automatically track where your money is coming from and, more importantly, who still owes you.

All your information is synced across multiple devices so you can create an invoice from your phone or tablet but do your reconciling from your computer. Better yet, you can take a photo of your receipt for lunch with a client from your phone and it will be automatically uploaded to your books (there are literally no excuses for missing an expense with the cloud).

And all of your sales and expense transactions from your bank account or credit card automatically flow into QuickBooks™ Online, so you don’t have to worry about creating spreadsheets.

Plus, QuickBooks™ allows you to run regular reporting that will show you how you’re performing month-over-month, helping you review your numbers like a boss.

But you don’t have to figure this all out on your own.

As a QuickBooks™ ProAdvisor, my signature course is all about guiding you through the basics of QuickBooks™ and helping you set up a customized account that will take your financial confidence to new heights.

Let’s do this thing together!

“Let Pivot Advantage and QuickBooks™ Make Your Accounting Easy.”

Here at Pivot Advantage Accounting and Advisory Inc., we understand you need fast accounting solutions to meet your needs without delay. Our software of choice is QuickBooks™ for many reasons, and we know it can improve your business, and we want to tell you how.


QuickBooks Online™ and Pivot Advantage Accounting and Advisory Inc. Mean Better Accounting Methods for Your Business

Pivot Advantage

There are many reasons we use QuickBooks™ for our business. We want you to understand the reasons through the following.

  1. Our bookkeepers are much more efficient with QuickBooks Online™ because we always have access to your financial information within seconds. If you call and have questions, we can pull up your information and provide you with answers immediately.
  2. QuickBooks Online™ makes collaborating with us simple. You are always kept in the loop of what is going on with your business finances.
  3. You will not have to wait for statements to know what is going on with your business. QuickBooks Online™ offers information in real-time.
  4. You can obtain a report of your business finances at any time with QuickBooks Online™.
  5. Through QuickBooks Online™, we can track any financial information you need to know with ease.

Here at Pivot Advantage Accounting and Advisory Inc., we are passionate about accounting. We will be happy to take this chore off your plate. QuickBooks Online™ makes it easier for us to deliver what you need when it matters most.

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This is How You Find MORE CHILL in Your Bookkeeping

  • Reduced Data Entry =Less Money Out Of Your Pocket

  • Access Your Financial Information From Anywhere

  • QuickBooks Offers Multi-Payment And Multi-Currency Options

  • Track The Profitability Of Your Projects

Although hiring a bookkeeper may seem expensive, it does not have to be that way. Because QuickBooks™ works so intuitively, our team moves more efficiently. The less time it takes on our end, the less money you pay.

One of the things we really appreciate about QuickBooks™ is that you can access financial information from anywhere. Learn about your finances in real time.

Your customers can easily choose what currency they would like to pay with and even the method they will use to make a payment. With more payment options available to your customers, you are more likely to get paid on time.

Have you ever wondered how each of your projects is adding to your bottom line? With QuickBooks™, there will be no more guessing. Using the software, you can tell exactly how profitable each project is at a glance.  

Understanding QuickBooks™

Understanding QuickBook

Most people have at least heard of QuickBooks™, but you may have never taken the plunge and tried it for yourself. QuickBooks™ by Intuit is one of the easiest all-in-one accounting solutions for small business owners. We love it here at Pivot Advantage Accounting and Advisory Inc. QuickBooks™ lets you:

  • Know where your money is at all times because you can track your income and expenses effortlessly.
  • Create professional invoices in a flash.
  • Accept customer payments with ease.
  • Collect and store detailed receipts for tax purposes.
  • Track your car mileage, so you never have to worry about missing a mile.
  • Better understand how your business is performing on any given day.
  • Track your work time in a seamless interface.
  • Make payroll easier than you ever imagined.
  • Keep up with every item in your inventory.

If you like what you see, contact us. Here at Pivot Advantage Accounting and Advisory Inc., we are dedicated to educating our clients about the many benefits of QuickBooks Online™ and how it can transform the way they conduct business.

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