2nd Site Business Solutions
9035 SW 66th Avenue
Portland, Oregon 97223
Ph. (503) 246-7776
Fax (503) 246-6313
2nd-site@2nd-site.com
2nd Site Business Solutions
9035 SW 66th Avenue
Portland, Oregon 97223
Ph. (503) 246-7776
Fax (503) 246-6313
2nd-site@2nd-site.com

FAQ

If you're well informed, our working relationship will be a success. It's that simple. That's why 2nd Site is an open book and works hard to continually educate you on the power of QuickBooks as a business tool. Here are some of the more common questions we receive about QuickBooks and about working with us. Just click on one of the questions below for the answer. If you have a question that isn't represented here, feel free to call or email us at 503-246-7776 or 2nd-site@2nd-site.com.

For a list of helpful tips and resource links, click here.

What are the top 5 tips for my QuickBooks product?

Click on the product name below to see the answer! Back to top

What QuickBooks consulting services do you offer?

2nd Site offers a comprehensive suite of on-site and remote QuickBooks consulting services for QuickBooks Simple Start, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, and QuickBooks Point of Sale, including:
QuickBooks Training
  • Entry level introduction to basic features to start using QuickBooks today
  • Progressive follow up sessions empowering every person with proficiency
  • Question and answer sessions to address specific issues or problem areas
Quick Books Clean Up and Optimization
  • Data Reconstruction
  • Identify and merge duplicate list entries (Customers, vendors, employees, items)
  • Restore A/R & A/P accuracy
  • Locate and reallocate misappropriated income and expenses
QuickBooks Periodic Support
  • Monthly bank and credit card reconciliation
  • Quarterly payroll reports
  • Data quality analysis and correction
Special Services
  • Customize QuickBooks Reports and Forms
  • Import/Export of lists and data
  • Locate and integrate 3rd party software
  • Remote Access
QuickBooks Installation and Set Up
  • Installation of software and hardware peripherals
  • New data file created and configured to meet your specific needs and skill level
  • Recommendation and customization of preferences and users access rights
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I see you're located in Oregon. I'm in another state (or part of the world). Can you still help me with QuickBooks?

Yes. I can provide remote support to virtually anyone anywhere in the world. I have clients as far away as Barcelona, Spain.

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I have a QuickBooks question. Can you help me without an appointment?

Sure. Send me an email or call me. If I'm at a client's office, you'll need to leave a voicemail message. Be sure to say your phone number clearly and let me know the best time to reach you. If you're not in the Pacific time zone, tell me what time zone you're in. I have clients as far away as Barcelona, Spain.

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K.C., can you describe your typical client?

My clients vary from large enterprises to sole proprietors. One is a franchise distributor who sent me to each franchise location in three states to ensure that all managed their books in the same efficient way. The only thing typical of my clients that they need a hand with some aspect of QuickBooks, and hiring me is the easiest and most cost effective way for them to solve their problem. Back to top

What are some examples of actual jobs you've done?

  • A retail store that fell behind in their bookkeeping asked me to help them catch up, then convert to QuickBooks.
  • A landscaping company asked me to review their QuickBooks data for the past year, make corrections, improve their set-up to provide more meaningful results, and teach them how to process their data more efficiently.
  • A dentist has me review her bookkeeper's work and reconcile the monthly bank statements.
  • An attorney asked me to train her new employee after the previous office manager quit unexpectedly.
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Tell me about some of your larger accounts.

A tax consultant referred me to her client to verify that all of the year-end payables had been clearly identified. In three hours I located over $80,000.00 in accounts payable that hadn't been entered into QuickBooks, saving the client over $13,000.00 in income taxes that year.

On two occasions I reconstructed accounting records for corporations whose primary manager had embezzled funds and doctored the books. One was a manufacturing company and the other was a medical facility. In each case nearly $100,000 was siphoned out of the company over a period of one to two years. I reviewed historical transactions for accuracy and validity, comparing computerized records to bank account statements and paper trails. Each company invested in having me create new, accurate records. I showed them simple techniques to avoid being victimized again.

A franchise distributor hired me to visit each of their franchises in three states to ensure all were using QuickBooks correctly. Look at my testimonial page to read a letter expressing her appreciation.

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What other kinds of businesses have you helped?

  • Attorneys
  • Auto Repair Shops
  • Boat Dealerships
  • Building Contractors
  • Business Consultants
  • Cleaning Services
  • Day Care
  • Designers
  • Fitness Centers
  • Galleries
  • Hotels
  • Importers
  • Kennels
  • Lumber brokers
  • Manufacturers
  • Medical Professionals
  • Mortgage Companies
  • Municipalities
  • Non-profits
  • Nurseries/Farms
  • Private Schools
  • Property Managers
  • Publishers
  • Realtors
  • Restaurants
  • Retailers
  • Security Companies
  • Shipping/Transportation
  • Trade Contractors
  • …even Accountants!
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It sounds like you can help just about anyone.

I can help people in just about any type of business, but some fields are highly specialized. Above all, I consider what's best for the client. If I know someone who can provide a better solution for the prospective client than I can, I say so. That's just plain good sense and right living. If I don't feel I'm a good match for a job, I'll turn it down and refer the customer elsewhere. Every business transaction should be a win-win situation. Back to top

I'm still undecided about hiring you. After all, I don't know anything about you personally.

I have over 30 years of business experience in insurance, accounting, computer network management, software training, and top-level corporate management. I'm particularly well-versed in manufacturing inventory control issues. My degree is in Management & Supervisory Development. As a Certified QuickBooks Pro Advisor, I'm one of the only people in the Pacific Northwest holding all four Intuit certifications: QuickBooks ProAdvisor, QuickBooks Advanced ProAdvisor, QuickBooks Enterprise ProAdvisor and QuickBooks Point of Sale ProAdvisor. I've owned and operated two small businesses for a total of 18 years. When you contact me so we can decide if my services are appropriate for your situation, I'll provide you with any additional information you require. Then you can decide how you want to proceed. Fair enough? Back to top

What steps can I take to protect my business from employee fraud and embezzlement?

According to the Association of Certified Fraud Examiners, the average fraud in companies with fewer than 100 employees causes $127,500 in losses. In comparison, the average losses for large businesses are just $97,000. The ACFE claims that small businesses are at a greater risk because they often are lax about introducing basic accounting controls. To protect yourself and your business, keep an eye out for:
  • Deposits that never appear on the bank statement.
  • Missing checks or duplicate check numbers.
  • Bogus names on the vendor, employee, customer or other names lists.
  • Vendors complaining they never received your check or customers complaining you never posted their payment. Both can mean the check was stolen.
  • Strange accounts receivable or payable balances, especially on a cash basis balance sheet.

You can take the following steps to reduce the opportunity for employee fraud:

  • In QuickBooks®, assign appropriate user access rights and use passwords for each employee.
  • In Point of Sale, require sales personnel to login using their own user name and password to record each sale. Set the preferences to automatically log out the user after completing every sale. This creates true monetary tracking by user name and prevents anyone from recording transactions under someone else's name.
  • Track where every check goes including voided checks. Use the Missing Checks report.
  • Bank statements should not be sent to the company address unless the owner always picks up the mail. Any employee who picks up the mail, opens the mail, pays the bills, records customer payments, or makes bank deposits should not be the person who reconciles the bank statements.
  • Know personally how each employee's job tasks should be done and review their work regularly to verify their performance and accuracy.
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I guess that answers all of my questions. If I think of any others, what's the best way to reach you without feeling obligated?

Email me at 2nd-site@2nd-site.com Back to top

Contact 2nd Site Business Solutions today at 503-246-7776 or 2nd-site@2nd-site.com.

 
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