Software Selection Assistance: Compare the 15 versions of QuickBooks to find the right version for your company
Software Conversion: Switch to QuickBooks desktop or online versions from other software or QuickBooks versions
Set up Company on QuickBooks: Define the chart of accounts, set up items, and design financial statements
Expand use of QuickBooks: Set up classes to track profitability of product lines or departments, create advanced financial statements, and use financial analysis tools
Accounting Record Review: Analyze transaction postings, look for and correct errors, and suggest different ways to maintain accounting records
Develop Budgets: Build tools, using excel, to optimize the process for creating financial, capital, and cash flow budgets
Review/Design Internal Controls: Review procedures and internal controls to protect client assets
Taxes: Taxes: Sales tax Returns, Unsecured Property tax returns, and other Government Form Preparation and Filing
Worker’s Compensation: Prepare and file Worker’s Compensation audits/reports
Financial reviews – Monthly, Quarterly, Annual: Ongoing review to make sure the accounting records continue to be complete and accurate
It is with great respect that I write this letter of appreciation regarding Susan. She is outstanding in her depth of knowledge with QuickBooks. I have worked with QuickBooks for 10 years, but still there are so many things that change in a business that is producing a product. Inventory, taxes, employee wages, employee taxes, etc. She has been keen on catching mistakes, or improving what I have created. I recommend her without hesitation to support and accomplish what you need in QuickBooks. She is an exceptional trainer too!
Over the last year I have seen Susan Gugliotta, as a highly skilled consultant, come in and totally repair, refurbish, modernize, organize, and generally revive the entire QB accounting system at our business. Prior to Susan's arrival, the system was an inaccurate, confusing mess--definitely NOT the fault of QB, but the lack of training, understanding, and experience on the part of the staff. While the system still has a few kinks to work out, and employees are still on a learning curve, with Susan's assistance, the winery has been able to produce an accurate P&L, Balance Sheet, and other timely reports, including payroll, A/P, A/R. In my business experience, I've hired Susan a number of times to come into various operations to cleanup a troublesome accounting and financial situation. I have nothing but the highest regard for her as a person and someone who know accounting and accounting systems.
As a CEO of a fast growing company, I needed a better way of accurately budgeting and of analyzing my employees performances. I contacted Gugliotta Accounting. Susan came to the office and helped me set up my QuickBooks so as to better control the company's bottom line. Her professional design helped me to accurately show an employee's actual cost per acquisition and whether the employee was contributing to the company's profitability. Also, her development of a workbook within QuickBooks helped to accurately predict our NET profit and therefore, gave us needed insight. We began to reduce our cost of goods, etc. We have increased our net from 6% to an average of 20% for the first quarter of 2017. Susan was a delight to work with and I highly recommend her to any company looking for a way to grow their profits as well as to learn better ways to increase the bottom line.