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Special Guest QuickBooks Expert Don Thomas-CPA
Author: Tim Taylor


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Don Thomas - A QuickBooks Expert

Certified CPA


Contact Information for Don Thomas



About QuickBooks

·         Great for business from $10,000+ revenue and depending on the level of transactions.

·         Good for small businesses

·         Helps you keep track of sales and check writing

·         Helps with Collections

·         View Payable

·         QuickBooks vs Quicken

·         Great Financial Reports (Balance Sheets, Profit/Loss, Bank Balances, Liabilities)

·         Links to other software


QuickBooks Professional Advisor (Helpful Tips)

·         Make sure your accounting is done correctly!

·         Set them up correctly so you don’t have to go back and redo the items entered.

·         Just because you have the program that does not mean it is ready to use – it needs to be set up correctly by a professional.

·         Using a professional advisor who has gone through courses and testing is the best way to assist you (with their experience) to get you set up correctly and in the best way to use the product.

Other Services

Help business clients with bookkeeping, payroll, accounting, tax preparation and planning.



·         Fax Software

·         Link / Virus Issue

·         Backup Software (Carbonite)

·         Virus Protection (AVG – Recommend the paid version, PC Tools)


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