Contact  About Us  
Become a Registered User!
Register | Login
Username:
Password:

Search Our Site
 
Home
 
 
 
 
 

Printable Version

Issue: April 2002: The Desktop Accountant

The Desktop Accountant

QuickBooks® Tips for Accountants, Consultants and Power Users

The Sleeter Group, Inc.
April 2002
Doug Sleeter, Editor  

News Flash!

Intuit Endorses The Sleeter Group's QuickBooks® Seminars!

Pleasanton, CA – April 26, 2002

The Sleeter Group, Inc. announced today that Intuit, the maker of QuickBooks software, has endorsed their QuickBooks Technology Workshops along with their Managing and Marketing Your Practice seminars.  During 2002, The Sleeter Group will present over 30 seminars for accounting professional entitled “QuickBooks Technology Workshops.” These workshops focus on designing and troubleshooting QuickBooks-based small business accounting systems and supporting clients who use QuickBooks.  Seminars on Managing and Marketing Your Practice, added in 2001, will provide innovative marketing and cost-saving management procedures and will be offered in 18 additional markets this year. 

<read more>

Seminar Schedule for 2002!

The Sleeter Group will present 49 seminars in 30 cities during 2002. Visit our website to view a schedule of locations and dates. Then, plan to attend when we will be in a town near you, or join us for our Special 2002 location in Maui during August. Let us keep you up-to-date annually with what you need to know about QuickBooks Technology and Managing and Marketing your Practice. It is our way of “Helping You Help Small Businesses!” For complete details visit our website.

Advertisement

State Payroll reporting Software supports QuickBooks® and QuickPayroll® Products.
Learn more about our ReportWiz Software at http://www.dgrsoftware.com or phone us at 800-775-3242.

 

In This Issue

Sales Tax Changes in QuickBooks® 2002
Consultant of the Month
On-line Forums and More
Consultant's Corner
Phil Gomez Added to List of Sleeter Group Seminar Experts

 

 

 

Sales Tax Changes QuickBooks® 2002

By Douglas Sleeter and Joe Woodard

If you sell products and/or certain types of services, chances are you’ll need to collect sales tax. In most states, each county has a different tax rate, and you are required to track and report all your sales by county. If you sell non-taxable goods (e.g. products to resellers or retail sales to government agencies) many states also require a breakdown of total non-taxable sales and the reason for the non-taxability. You might even have to track sales by city and collect sales tax as different rates for each city in which you do business.

Sales tax tracking is automatic and runs smoothly if you setup and operate QuickBooks correctly. If your QuickBooks file was not set up correctly, or if the Sales Tax feature has not been properly used in transactions, you will probably have a significant amount of troubleshooting to do in order to diagnose and repair the problems. It is very important to ensure that your setup and data entry procedures are accurate in order to keep the sales tax feature working smoothly. This is a very complicated and time-consuming process for which you may want to seek the help of a Sleeter Group Certified Consultant. (Visit our website at www.sleeter.com to search for a consultant in your area.) The Sleeter Group’s Consultant’s Reference Guide also contains information on troubleshooting the sales tax feature.

<read more>

Consultant of the Month

Mark Stricker

Name: Mark Stricker
Company: Benham, Ichen & Knox, LLP
Address: 1117 S. Milwaukee, Suite C-11
City/St./zip: Libertyville, IL 60048
Phone: (847) 362-4310
Fax: (847) 362-5016
Email: mstricker@bikcpa.com
Web site: www.bikcpa.com


In 1993, Mark Stricker graduated from the University of Illinois and became a certified public accountant in the same year. Mark was introduced to Intuit’s QuickBooks Pro and Quicken in 1996 and has continued applying its updates and new versions to his clients’ work ever since. Through the years, Mark has provided financial solutions for numerous clients by customizing QuickBooks to generate more meaningful reports. The reports save data entry time and provide valuable decision-making information for business owners. <Read more>

To find a Sleeter Group Certified Consultant in your area, visit www.sleeter.com and click "Find a Certified QuickBooks Consultant" on our home page.

On-Line Forums and More

Have you used The Sleeter Group's new website? If you haven't already, check out the following:

  • QuickBooks Knowledgebase - A searchable knowledgebase of QuickBooks questions with answers. Check there when you have QuickBooks questions.

  • Online Forums - A forum where you can post questions and answer others questions on a variety of topics.

  • Consultant's Forums - For our Sleeter Group Consultants Network members, this is an open forum to discuss consulting questions, business building ideas, and anything else you want to discuss among the group.

Visit often to hear our latest news, and our latest tips.

Consultant's Corner

by Joe Woodard

 

Do you spend too much non-billable time on the phone?

QuickBooks telephone support can be an effective, efficient and profitable way to provide QuickBooks support. However, it can also be very time consuming and difficult to bill. Don’t let anyone fool you. There are no “quick QuickBooks questions.” Each time a client calls for support, you should plan to spend between 15 and 60 minutes working through their problem.

A few suggestions for managing telephone support engagements are in the full article.

<Read more>

Other News from The Sleeter Group

Phil Gomez Joins The Sleeter Group's Expert Seminar Team!

The Sleeter Group is pleased to announce that Phil Gomez has joined their team of expert level QuickBooks seminar instructors.  The Sleeter Group has doubled its number of seminars for the 2002 schedule. To meet the additional scheduling demands, The Sleeter Group searched nationwide for an experienced expert level QuickBooks instructor.  Phil was the perfect addition to the team. 

Over the past six years, Phil has helped more than 40,000 professionals across the country get the most from QuickBooks software. Most recently, Phil has been teaching QuickBooks seminars in association with CPA societies.  Phil was the founder of Accelerated Learning Systems, Inc. (ALS), a seminar and video training company specializing in QuickBooks software. Last fall, Phil was named "Speaker of the Year-2001" by the National Society of Accountants at their annual convention.  Phil is based in New Hampshire and will present seminars in various locations across the country for The Sleeter Group.

Advertise HERE!

This could be your ad being read by thousands of newsletter subscribers...contact the advertising department at The Sleeter Group, 888-484-5484 or email for more details. Mention you saw this for a discount on your first ad placement.

Learn More About the
Ultimate Reference Guide for QuickBooks Consultants!

Click here.

Advertisement

Whether your needs are "just in time" or long term, Contact Centers Unlimited can help you achieve your business objectives. Our call center experience includes inbound and outbound for both business-to-business and business-to-consumer. We have successfully worked with companies who range in size from startups to over 1 billion dollars in revenues.

For more information or to receive a quote, please call Ken Horst at 1-800-704-6388. Or visit us on the web.

Newsletter design by Sprezzatura Systems, Inc.

Subscription information

To subscribe to this newsletter, please visit http://www.sleeter.com/register.

To unsubscribe from The Sleeter Group mailing list, please visit http://www.sleeter.com/unsubscribe.

If you prefer plain text, please send an email to newsletter@sleeter.com with the heading of PLAIN TEXT.

 

Copyright© 2002 The Sleeter Group, Inc.

This newsletter may be forwarded intact to friends and associates you think would enjoy it. Thanks!

 

 

 

Contact  About Us  Jobs  Terms of Use  Privacy Policy

QuickBooks and QuickBooks ProAdvisor are registered trademarks of Intuit Inc.