At Optima we know how important accuracy and efficiency is for running your business

Through a process of interviews, work flow discussions and alterations Loretta will customize QuickBooks just for you and your business

Our Consulting Services include

Risk Assessment (Competency, Fraud, Mistake Recovery)
Stop seeing Red…..

• Getting the red out….getting rid of past due payroll liabilities.
• Is your undeposited funds account getting bigger?
• Why are there customers and vendors with zero balances on my reports?
• Is someone deleting and voiding transactions?
• Does every employee have their own password and are they restricted to the areas in QB that they need to access?

Error Prevention

• Set up a warning - to save you from the headaches of accidental changes!
• Create a customized spell check….Better than auto correct
• We can assist with performance reviews and training for your bookkeeper.

Process Streamlining (Automation)

• Optima will give teach you shortcuts to save you time on your daily transactions
• Create automatic entries
• Create permanent messages on your invoices

Payroll

• Create defaults for new employees (taxes, benefits, etc.)
• Build payroll schedules (so you don't have to enter the date range)
• Customize your payroll setup
• Create schedules for payroll tax payments

Sales Tax

• Set up sales tax with the appropriate codes and rates for each tax .jurisdiction
• Set up tax reminder schedule (never be late filing your taxes again!)
• Are you charging your customers enough sales tax? If not, you are paying more taxes than you need to……We can come in and make sure that your tax rates are correct