Free Tools
Here you will find some free stuff that you might find helpful. We are in the process of adding new stuff here as often as possible, so please keep checking back to see what's new.
Latest Freebies
2009 Free Webinars
Watch these webinars to learn more about The Sleeter Group's partners and their products. Visit the 2009 Free Webinars page.
2008 Exhibitor Webinars
Join Doug Sleeter as he hosts a few of our 2008 Conference Gold and Platinum Exhibitors in a series of free webinars demonstrating some great products. Visit the 2008 ASCC Exhibitor Webinar Page.
Introduction to Business Analysis ES
An overview of the new Business Analysis(BA) tool, how it works, and what data it contains; a look at the pre-built offerings and custom report builder; and the benefits for accounting professionals and their clients with Chuck Vigeant.
QuickBooks in Law Firms
Here is a complete chapter from one of our books on how QuickBooks can be used in law firms.
Data File Analysis Checklist
Data File Analysis is an important tool for QuickBooks Consultant's to use to assess the health of a client's QuickBooks file. This checklist was developed by following the procedures outlined in the Sleeter Group's QuickBooks Consultant's Reference Guide.
QuickBooks Client Interview Document
Request your new clients to complete this form prior to starting a consulting engagement so that you clearly understand their needs before beginning a new client engagement.
Free Tax Rate Lookup Tool
Click on the link below to get Avalara's handy free sales tax rate lookup tool with desktop icon for instant, accurate address verification and sales tax rate lookup.
Avalara's Sales Tax Rate Lookup Tool
Construction - Job Costing Using WIP Accounts Chapter
The following files are a pdf chapter and the sample datafile covering Work In Progress (WIP) accounts for construction. The sample data file is for use with QuickBooks Pro 2004 and above.
The following topics are covered:
- Set up the Chart of Accounts and Item List to track Job Cost codes
- Track Insurance and Worker’s Compensation Certificates for subcontractors
- Work with Estimates and Use Estimates for Budgeting by Job
- Enter Job Costs Using Items for Cost Codes
- Track Retainage Withheld from Subcontractors
- Using Zero-Dollar Checks as Journal Entries
- Depositing Refunds from Vendors that Affect Job Costs
- Tracking Customer Advances
- Closing out Jobs
- Job Cost Reports When Using a WIP Account