Here we are at the end of another year!

Our group reached several milestones during 2004. Here are a few of the highlights:

If you haven't seen our column in the CPA Technology Advisor, you can view the latest article on the new features of QuickBooks 2005 at the CPA Technology Advisor web site. Click the link below.

At this time of year, every practitioner begins the process of gathering data from their business clients in preparation for year-end financial statements and tax returns. In the old world, that meant asking your clients to bring in the “shoe box” so you could rummage through and turn the mess into a nice organized, meaningful set of records. Thank goodness we’ve progressed way beyond that!

In this article, we’ll discuss several technical approaches to aid accountants and consultants in accessing client data.

We'd like to know more about how you're using remote access technologies. If you read our article above, you may be wondering about which solutions are used by others in your business.

The link below goes to a short survey (10 questions) and will only take you 2 minutes. We'd appreciate your thoughts, and we'll publish the results so everyone can see how people are using these technologies.

Here's an offer you cannot refuse.

I've been working with Jeff Weiss of Remote Accounting Solutions (RAS) to get the word out about their great data transfer tool.

The best part about the tool is that it simplifies the process of transferring data between client and accountant so all the client needs to do is press SEND and their file is magically transferred to the accountant. Plus, they include free technical support for you AND your clients!

Anyway, everyone using this service raves about it. So I asked Jeff if he would let all our readers get a good look at the solution so they can evaluate it before buying it. He said great. So here's the deal.

All you do is fill out the information on the attached link and the RAS team will contact you to setup and install the software for you and ALL of your clients. This is completely free and it includes all the training and support for you and your clients.

Follow the link below for details. This is truely a generous offer from RAS and I encourage you take them up on it today.

Our latest workbook, "QuickBooks for Not-for-Profit Organizations, version 2004-2005" is now available! This 470 page book provides detailed step-by-step instructions on how to use QuickBooks in a Not-for-Profit environment. Published by The Sleeter Group and written by Christine L. Manor, CPA, the Not-for-Profit book will help your organization use QuickBooks properly and provide management with the data needed to make informed decisions. The book includes methods for setting up and using QuickBooks in a Not-for-Profit organization, addressing the needs of management, boards of directors, grantors, and the IRS Form 990. From how to handle grants and contracts, to managing proposals, tracking funding sources, recording in-kind transactions, bank reconciliations, allocations, budgets, and restricted funds, this book has everything you need to get up and running with QuickBooks. Also included is an expanded section on Reports & Graphs.

Place your order by 12/31/04 and pay only $49. After this date, regular price for the Not-for-Profit book will be $59.

Questions? Call us toll free at 888-484-5484 (M-F, 9-5 PM, PST).

A new private label newsletter service for QuickBooks consultants to mail to their clients. Our QuickBooks Newsletter service is a great way to stay in touch with QuickBooks clients by sharing QuickBooks news, tips, and tricks on a monthly basis. We do all the writing for you! The newsletter will have the QuickBooks consultant's firm name and contact information on the masthead. The QuickBooks consultant orders the number of printed copies they need. We send the consultant the printed copies and the consultant mails the newsletters (adding any special messages or reminders to the mailing). Available in a monthly or bimonthly subscription for less than $9 a year per client!

Begin your subscription service today by calling us toll free at 888-484-5484.

This first-of-its-kind software program has been created by QDA Systems which utilizes the manual "data file analysis" process originally developed by Doug Sleeter, and completely automates it.

Most QuickBooks consultants will agree that regularly analyzing client's data files is an important step in managing their client's QuickBooks files. QuickBooks is susceptible to data input error and internal corruptions. These errors and corruption may go undetected for a long period of time causing financial reports incorrect and misleading. The longer the data file goes unanalyzed, the more work it will take to clean it up.

QDA+ Data File Analysis Software saves time and money by eliminating the manual process of analyzing client data files. QDA+ allows the consultant to analyze client data files in a matter of minutes compared to the hours previously spent analyzing data files.

Order QDA+ through The Sleeter Group at a discounted rate by following the link below or calling us toll free at 888-484-5484.

QuickBooks 2005 products are now available from the Sleeter Group! Receive up to 20% off your QuickBooks software purchase by ordering through The Sleeter Group Web Store.

Visit our Online Store