Is QuickBooks right for me? That’s your question. you are trying to answer. We, at Lee Davis and Company can help you with that.

My Papa, Lee Davis is an expert in QuickBooks and small business management.

Here is what Lee Davis has to say about the question: Is QuickBooks right for you?

Before you get started in QuickBooks you should consider your business needs and ask the question is QuickBooks the right business tool for you?

Consider the following things:

Quickbooks is a great tool.

It makes accounting so much easier by translating the foreign language of accounting into lay terms so that anyone can understand it, regardless of your background in accounting.

QuickBooks requires time and commitment.

In order for you to be successful, you need to spend some time working in the software. Just like any new form of technology, there is a learning curve.

At the beginning, you might feel overwhelmed, but as you become familiar with the software, your initial difficulty wears off.

If you would like an easier transition, check out our training course. We would love to help make your transition to QuickBooks as easy as pie.

Get trained.

You could, of course take our training course, which is an intimate class with no more than 7 students, lots of hands on learning and an opportunity at the end to have one-on-one coaching from me.

If you would like a more traditional course, there are other brands that you could consider, such as Real World Training. They offer a two-day training course, that costs $550.00.

Should you hire a bookkeeper?

Many small businesses often start out not being able to afford a bookkeeper; however for many small businesses it may be a necessity.  A bookkeeper may allow you to focus on running your business and focusing on your craft.

Check out our bookkeeping services to see if hiring a bookkeeper is right for you. This option takes a huge burden off of you, and we would be very happy to do that for you.

Get a QuickBooks Pro-Advisor to set up your QuickBooks.

Using a Quickbooks Pro-Advisor for training or for your bookkeeping allows you to get setup correctly and follow-up training.

The set up of your QuickBooks is very important. You want to have your books running perfectly. This only happens if you have a good programer for the QuickBooks software, a QuickBooks Pro-Advisor.

A QuickBooks Pro-Advisor knows exactly how to set up your QuickBooks. After that, the software will do most of the work for you.

Check out our post on post on Trouble Shooting for Setting up QuickBooks.

Good data in good data out. 

Detailed financial reports save time and money. That’s why QuickBooks is a valuable tool. You could keep a spreadsheet of all of your transactions and the totals for each category you might have in QuickBooks, but then you wouldn’t have access to the reports that QuickBooks provides.

The financial reports allow you to make more strategic decisions in regards to your business.

What part of your business is losing money?

How much do you have to make to break even?

How much are you spending on a daily, weekly, or monthly basis.

All of these things are just clicks away. That is why QuickBooks is right for you.

Did Lee Davis, my Papa convince you?

Did he answer your question: Is QuickBooks right for me?

It’s definitely right for me. I don’t have much of an accounting background, and I would love to be able to see how my business was doing daily. QuickBooks is the perfect software to help me do that.

I also need my Papa, Lee Davis to help me with set up. That’s what I learned from writing my post on Trouble Shooting Setting up QuickBooks.

Our training at Lee Davis and Company:

My Papa, Lee Davis has designed a course for his clients that he would love to share with you. While you could do the Real World Training course that QuickBooks offers, you might want to hire someone who would be available to answer questions after the course is over.

That’s the advantage of hiring Lee Davis and Company to do your training; we are a small business that really cares about each and every client we serve.

Training is also a passion for my Papa, Lee Davis. He loves teaching his QuickBooks course and helping his students master the QuickBooks software.

What can Lee Davis and Company help you with that relates to this post: Is QuickBooks right for me?

Lee Davis and Company would love to help you by:

  1. Set up your QuickBooks.
  2. Train you on how to use your QuickBooks.
  3. Manage your QuickBooks.

We would love to be the company that helps you rock your books so that you can rock your business. That’s what makes us happy.

Lee Davis standing outside in the sunshine
Lee Davis and Company’s President, Lee Davis

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

We are looking for a bookkeeper. 

Hello, if you are reading this post, perhaps you are a bookkeeper or know someone who is a bookkeeper. 

At Lee Davis and Company, we are looking to hire a bookkeeper to service the ever-growing number of clients that we have on our roster. 

If you would like to throw your hat into the ring, we would love to meet you. Contact us through our website or email [email protected]

Read more posts by Lee Davis 

  1. Trouble Shooting for QuickBooks Set up
  2. Business Expense Tracking
  3. Navigating the Health Insurance Maze
  4. Set up your QuickBooks with Detailed Start
Is QuickBooks right for me?