Accounting Made Simple 

QuickBooks Training & Optimization Pros

Visit our schedule of classes for QuickBooks training. 



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We are in this together.

Why outsource your QuickBooks Consulting?
     Flexibility
·      Your clients need year-round QuickBooks support, making it difficult to provide consistent service during the busyness of tax season. 
Loyalty
·      Not providing proactive QuickBooks support may lead some of your clients to pursue other CPA firms and/or tax practitioners who do provide this support.
Focus
·       New developments at Intuit like QuickBooks Enterprise, QuickBooks Customer Manager, QuickBooks Point of Sale, and QuickBooks Industry-specific editions require a professional who specializes in QuickBooks consulting to stay current.
Effectiveness 
·      Helping your clients to maintain accurate financial information in QuickBooks throughout the year will streamline your productivity on year-end engagements like financial statement preparation/presentation, assurance services, and tax return preparation.
Efficiency
·       QuickBooks consulting requires a tremendous amount of computer knowledge, technical research, field time, increasing administrative and travel expenses for your firm.
Appreciation
·      Empowering clients in the use of QuickBooks will increase their knowledge of bookkeeping and their respect for management reports. This will, in turn, lead to a greater appreciate for CPA support services and new opportunities to service your clients, like financial analysis and business consulting services.


Why Outsource Consulting with Accounting Made Simple?
·      Qualification:
     The consultants at Accounting Made Simple are among the best in the nation, Advanced Certified ProAdvisors and trained and supervised by Anna Sheets, CPA. In additional to years of QuickBooks support and training experience, Anna has authored QuickBooks materials published through McGraw-Hill, Intuit and The Sleeter Group. Anna also trains extensively for Intuit, Purdue North Central, Indiana University South Bend, local Small Business Development Centers and the Internal Revenue Service.
     Our experienced staff have also integrated hundreds of applications that will affect accounting within QuickBooks. Our experiences lets you concentrate on the numbers, not learning new software for each engagement.
·         
        Protection:
     Accounting Made Simple provides only Accounting software services and is not interested in providing traditional accounting services that you may offer your clients. Our goal with the CPA partnership program is to help you to perform tax and accounting engagements more efficiently.
·       
       Simplification:
     Accounting Made Simple works very closely with our CPA partners to ensure that the format of the clients’ financial statements (e.g. Chart of Accounts and reporting formats) facilitate year end financial statement and tax return preparation. This includes helping your clients to maintain a standardized Chart of Accounts, if desired, for import into tax preparation and trial balance software. Having worked in public accounting for since 1995, we know what you expect and are happy to help your clients provide it.
·           
        Promotion:
     Accounting Made Simple conducts its own marketing to small businesses that use QuickBooks. As we form relationships with these small businesses we find that many of them are currently unsupported by a CPA. Since we perform only QuickBooks support services, we refer all tax, audit, financial planning and business consulting engagements to our CPA partners.


Services for CPA Firms
  • Training. Anna Sheets has trained accounting professionals across the country to better support their clients who use QuickBooks. You can draw from this extensive experience and from hundreds of pages of QuickBooks technical material to provide customized group training for your firm. In many instances, she literally "wrote the book". Anna Sheets is an active member of Intuit's Speakers Bureau, Intuit's Accountant Training Network and is Certified by The Sleeter Group Consultants' Network.
  • CPE. We provide NASBA certified CPE hours upon request for most seminars. Depending on the number of professionals you train, many firms find the cost for this customized training to be much less per credit hour than sending employees to public seminars. Contact our office for a list of QuickBooks training topics and pricing information.Current classes include:
    • Monthly/Quarterly Payroll Processing for QuickBooks clients
    • Using the NEW Accountants' Copy with your clients
    • Streamline your workflow with Financial Statement Designer
    • Tax Prep Strategies for businesses using QuickBooks
    • QuickBooks Data File Analysis for Professionals
    • Custom Topics avaialable to meet your needs...
  • Mentorship Services. If you are interested in offering QuickBooks consulting in your firm, we will provide practical guidance and experience for your professionals, often including them as observers as we work with small businesses that use QuickBooks.
  • Client Support. Many CPA firms throughout the country enroll in our remote support plans. By doing so, we are available to provide behind-the-scenes QuickBooks support for you as you support your clients.

Training courses available to your firm through the Intuit Speakers Bureau.

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We've become famous for our catch phrase for clients:

"If you don't know, Y.ou A.sk Y.our A.ccountant!"

It not only makes them laugh, but it also makes them think! As accounting professionals, we know how valuable your knowledge is to your client base - even if they do not...yet.

Most users know that they knew they can't do everything themselves but they tell us they don't know who to ask for help.

Most software specialists don't know accounting, many accountants don't want to support software. We fill the middle ground and translate accounting procedures to QuickBooks Users - while you remain your clients' accounting and tax resource.

You'll never hear us tell clients that they can do-it-themselves with QuickBooks. That's why we love working with local accountants - so we can refer clients that need your expertise and we can concentrate on what we do best. 

Our goal is to help small businesses understand their accounting so they can succeed in their venture. We provide them with the tools and we know experienced accountants are an essential part of the tool kit.

Contact our office to see if we can be of service to your firm. Phone 219-462-0588 or e-mail us today.