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Lee Davis and Company Blog

The goal of the Lee Davis and Company Blog is to keep you updated on all things Quickbooks and ideas to improve your business. We will update the Lee Davis and Company blog every other week, so stay tuned for our updates.



Blogging Topics

Lee Davis and Company Blog explores all kinds of different topics from business advice, to personal development, to Quickbooks tips. It is our hope that you will use our blog as a way to grow as a person and entrepreneur. 

Business Advice

Lee Davis has over 30 years of experience managing businesses, both large and small and in a variety of industries. If you need advice for your business, this is a good blog to get it from. Find out more about Lee Davis. 

Learning from his clients:

As the president of Lee Davis and Company, Lee works with 40 different companies in Quickbooks, business advising and business management. This give him the unique opportunity to learn from his clients, which continually adds to his experience and knowledge about small businesses. 

Personal Development

Transferring personal development to the business world: 

Thus, she takes what she has learned from her blog and brings that to the Lee Davis and Company Blog. She loves using what she has learned in personal development and applying it to the business world. She truly believes that there is nothing that you can’t achieve if you have the right teacher and motivation. 

Quickbooks Tips

Lee Davis, as a Quickbooks Pro-Advisor, is an expert on Quickbooks. In fact, he teaches training courses on Quickbooks. If you can’t make it to those, you should check out our blogs on some of our students and clients issues with Quickbooks.

Learning from your questions:

Because Lee answers all of his students and clients questions about Quickbooks, he is very familiar with any problems you might have with Quickbooks. Thus, he writes about common problems on this blog. 

The Value of Doing a Good Job

What is the value of doing a good job? Attraction. There are a lot of bookkeepers in the world, but how many of them are doing a good job? I’m not sure. There are probably quite a few good bookkeepers, but from what we have seen at Lee Davis and Company, there are quite a few bookkeepers that are not doing a good job.

This is true of most fields. It is hard to find a good… (fill in the blank). How many times have you heard that? I’m guessing quite a few times. Thus, I hypothesize that there are a lot of people doing an average job, but few doing a good job.

There are a lot of reasons for this.

  1. They don’t know they can do better. (think they can’t)
  2. They don’t know how to do better. (don’t have the right mentors)
  3. They don’t know why they should do better. (need a stronger “why”)
  4. They are not doing a job that is in their zone of genius. (not suited for bookkeeping)
  5. They don’t spend the time necessary to do a good job. (too overwhelmed with work)

This week’s How I Rocked the Week pertains to this because this week Lee cleaned up a company’s bookkeeping mess. By reading this post, I hope you can see the importance of doing a good job. There are many benefits to doing a good job. Read about those benefits at the bottom of the post.

How I Rocked the Week – Week of July 13th

Lee Davis and Company received a referral from a CPA firm last week. The company the CPA firm referred needed immediate help with their bookkeeping and business operations. They had been without their bookkeeper and had had two bookkeepers since loosing their full-time person. Lee was so happy about getting this referral because we specialize in helping companies who need to have their messes cleaned up.

Lee is trained in Quickbooks both the desktop and the online products. Thus, he has the skills necessary to fix the problems that led to the bookkeeping mess. To fix the problems, Lee went right to work and made a few changes to Quickbooks. The changes brought order and efficiency to the clients books. Lee was so happy that he had the necessary skills to fix the client’s problems and save him time with future bookkeeping.

Here is what our client has to say after working with Lee Davis and Company for only two days: “Thank you for your assistance this morning; it was a huge help, and thank you for all you accomplished so far in straightening out the mess all the bookkeepers left.” 

It is our experience that often times businesses need help because their bookkeeping is a mess. That’s where we come in. Lee Davis and Company specializes in creating organization through automating transactions and balancing peoples books.

This helps our clients get a handle on their finances, which helps them make decisions that will support future growth. Thus, we move our clients from scattered to organized to accomplished.

Our success in cleaning up messes has lead to many referrals and continues to fuel our business.

Could this be you? Are you having trouble balancing your books? Are you frustrated because you’re spending too much time on your bookkeeping? 

We can help you work on your business while you work in your business. 

Benefits of Doing a Good Job:

Lee has always made it his goal to work as hard for his clients as possible. That means that he goes above and beyond for his clients. In fact, this week he helped one of his clients move furniture, which isn’t in his job description!

The benefits of doing a good job are abundant.

“I can look my clients square in the eyes and tell them that the job is done.”, says Lee.

By doing a job well done, Lee Davis and Company can expect:

  1. Trust
  2. More business
  3. Respect
  4. Confidence
  5. Expanded business

If you hire Lee Davis and Company to do bookkeeping and more, you can expect the same for your business. We aim to grow your business into a more trustworthy business that garners respect and more business.

Lee Davis from Lee Davis and Company on the Value of Doing a Good Job
Lee outside

What can you expect from Lee Davis and Company? 

Lee Davis is the president of Lee Davis and Company. He prides himself in helping his clients make their dreams of running a successful business a reality. He has the tools and advice that will help you, the client, get to the next level. 

What services can you find at Lee Davis and Company? 

  1. Bookkeeping Services
  2. Small Business Advising 
  3. Quickbooks Training
  4. Management Services

Read more posts by Lee Davis 

  1. Main Street Relief Fund Application
  2. Getting your SBA Loan Approved
  3. Growth Mindset Development
  4. Adding Clients in Quickbooks


Adding Customers in Quickbooks

Adding customers in Quickbooks is an essential tool that Quickbooks offers, but I fear that many of my clients either don’t use the tool or don’t use it to its full potential. Thus, because I want to help more people use Quickbooks to its full potential, I would like to share with you how to add customers in Quickbooks.

Your Customer List is the list that will display sale forms (sales orders, estimates, invoices, sales receipts) and accounts receivable. Here are some steps that will help you get this very important task completed in Quickbooks.

Adding Customers in Quickbooks

1. To add a Customer

There are multiple ways to do almost anything in Quickbooks. To access the Customer Center, you have four options:

How to:

   1. Click Customers from the left hand or top icon (depending) on your View settings)

   2. Choose Customer Center from the Customers drop down in the menu bar.

   3. From the Home Screen, click on the blue Customers tab in the Customers section.

   4. Press CTRL+J

2. New Customer & Job

How to: Click the New Customer & Job Menu button, and than choose New Customer.

3. Customer Name

Definition: In the Customer Name field enter the name of the customer as you’d like to see it appear on your Customer & Job List. 

Tip: – Instead of filling in the Customer Name field, fill in the Company Name field, and it will populate the Customer Name field for you.

4. Opening Balance

How to: Press Tab in the Opening Balance field to leave this field blank.

Definition: The Opening Balance field tells you how much each customer owes you on your start date.

Why: The reason you need to use this field is that when you enter the rest of your transactions from the day after your start date, all balances since your start date will be accurate.

Tip: You should enter individuals outstanding invoices one by one whenever possible, rather than entering the outstanding balance owned in the Opening Balance field. (This will allow you to enter payments and be able to apply those payments to the open invoices.)

5. Complete Customer contact information

Tip: Pay close attention to getting the correct email addresses from your customers.

Sending your Invoices  & Customer Statements by email, will ensure you are paid as quickly as possible and your customers will enjoy the convenience of receiving an electronic invoice.

Conclusion – Adding Customers to Quickbooks

I hope this helps you understand adding Customers to Quickbooks. My goal with this blog and my training company is to help entrepreneurs use Quickbooks to better understand their business, so that I can help entrepreneurs strengthen their businesses.

Lee Davis - President of Lee Davis and Company
Lee Davis – President of Lee Davis and Company

What can you expect from Lee Davis and Company? 

Lee Davis is the president of Lee Davis and Company. He prides himself in helping his clients make their dreams of running a successful business a reality. He has the tools and advice that will help you, the client, get to the next level. 

What services can you find at Lee Davis and Company? 

  1. Bookkeeping Services
  2. Small Business Advising 
  3. Quickbooks Training
  4. Management Services

Read more posts by Lee Davis 

  1. Main Street Relief Fund Application
  2. Getting your SBA Loan Approved
  3. Growth Mindset Development


Main Street Relief Fund

Read More


HOW TO FIX ERRORS IN QUICKBOOKS

Read More


ADDING CUSTOMERS INTO QUICKBOOKS

Read More


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Address: 836 Old County rd South, Francestown, NH, 03043

 

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