Free QuickBooks Tools & Consultant Resources

For additional tools, resources, and networking opportunities, check out our Consultants Network.

 

What SMBs Want from Their CPA

What SMBs Want from Their CPA is an annual study conducted by The Sleeter Group in its continuing effort to provide leadership in technology consulting for accounting professionals and small businesses. The purpose of this research is to identify important trends developing in what small and medium-sized businesses (SMBs) want from their outside accounting firm. Quite often, there’s a difference between what businesses want from their CPA and what they think their CPA wants to provide, especially in the areas of technology consulting. Download the study and discover the trends that are important to you.

 

Consultant Resources

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 in Law Firms

Here is a complete chapter on how QuickBooks can be used in law firms.

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.

 

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.

QuickBooks and Beyond Blog

The Sleeter Group's QuickBooks and Beyond Blog provides high quality technical and marketing information on accounting solutions for small-to-medium sized businesses and the consultants and accountants who support them

Restaurants

Restaurant Accounting with QuickBooks: Recording Daily Sales (2013)

QuickBooks for Restaurants (2011)

 

 

 

Manufacturing and Inventory

QuickBooks Manufacturing Tutorial (2011)

QuickBooks Manufacturing with Fishbowl–Lot Numbers (2013)

MISys Easy Purchasing for QuickBooks (2012)

QuickBooks 2013 Inventory Improvements (2012)

QuickBooks 2013 Barcode Support (2012)

Barcoding for QuickBooks: SmartScan Barcode Translator

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Legal

QuickBooks for Law Firms: Time, Expenses and Invoicing (2013)

QuickBooks for Law Firms: Setup (2013)

QuickBooks for Law Firms: Trust Transactions (2013)

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Accounting Software

QuickBooks Bugs & Fixes

QuickBooks Tips & Tricks

Cloud Accounting with Wave - An Overview (2013)

Cloud Accounting with Xero - An Overview (2013)

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Excerpts & Sample Chapters

For additional resources & products, check out our store at http://store.sleeter.com

QuickBooks Consultant's Reference Guide

Consultants Reference GuideThe QuickBooks Consultant's Reference Guide is filled with techniques to diagnose and fix your clients' QuickBooks files. Its in-depth material helps you through some of the most difficult issues you will confront as a consultant. It includes easy-to-understand steps and screenshots to guide you through the trickiest problems.

 

QuickBooks Complete Textbook Version 2014

Consultant's Reference GuideThe QuickBooks Complete 2014 textbook is packed with hands-on step-by-step exercises that have students working directly in QuickBooks Trial Software Included while they learn the accounting behind the scenes and the best practices.

 

Newsletter

The Sleeter Group Newsletter is a free e-newsletter for QuickBooks and accounting software consultants and users. Articles include how-to technical advice, new features, troubleshooting tips and tricks, product reviews of accounting software solutions, Sleeter Group resource product news, seminar and conference updates, and much more. See recent newsletters here.

 

 

QuickBooks & Beyond Blog

Sleeter Membership



Sleeter Group Consultants Network members get a 20% discount on all products.