Special Edition Newsletter

QuickBooks Edition - Issue 10.01

January 21, 2011

Happy New Year! I hope you had a wonderful holiday season and are well into having a prosperous new year. It is hard to believe more than a month has gone by since the last "weekly" newsletter. This is just a quick special edition to make sure you know about two Intuit promotions then we will be back on schedule come Tuesday with a regular edition of the newsletter. Thanks for your patience!


Getting a Financial Makeover on Thursday January 27th

QuickBooks is a great cornerstone for building a business, but how do you leverage that data into something that provides quick & easy actionable items to really take your business to the next level? Join Bonnie J Nagayama, CPA to learn how to do just that. Our topics include: (1) XpandedReports: take what you know about reports & use that as a spring board to easily create custom reports with unlimited grouping & subtotals, improved filters, enhanced memorization, granular security, without Excel or report writing tools. (2) Profitably: quickly determine who your most profitable customers are so you can make choices about how you will work or maybe even not work with in the future. (2) ProfitSee: Review your company’s financial health in 5 minutes without Excel spreadsheets. The overview dashboard’s graphs & charts tell you how you are performing; ProfitSee analyzes historical trended data & suggests a budget and even lets you adjust for seasonality. Includes cash flow analysis and use of What-if scenarios.

Sign up Today: http://intuit.connectpro.acrobat.com/e72278643/event/event_info.html

Your Clients Can Win Free Consulting Time with You!

The Intuit App Center team at Intuit has a great promotion running right now. Your client can try these three apps: XpandedReports, Profitably, and ProfitSee to be entered to win free consulting time with a Certified QuickBooks ProAdvisor. The more they use them, the more chances they have to win. Then, if they are one of 10 winners, Intuit will pay you up to $300 to assist the client with these apps. If you need to learn more about these apps so you are ready? Attend the webinar mentioned above!

For more information: http://workplace.intuit.com/appcenter/promos/haveagreatyear/home.aspx

About Us

McWilliams and Associates can help you keep pace with all your QuickBooks clients. Through many self-service options on our website www.accountingsoftwaresecrets.com, group settings like seminars and webinars, or one-on-one services, we help you quickly and painlessly navigate through the obstacle course of QuickBooks and related add-ons. Our clients are primarily from all over the United States with 95% of our work being done remotely with other Accountants and Pro Advisors, or with their clients if they prefer. We do not do any income tax work or financial statements so there is never a conflict of interest. Most of our QuickBooks consulting clients need 2-6 hours with us to deal with a specific issue, transition, or just for those occasional questions that come up.

In addition to QuickBooks we love working with integrated applications: Some specific examples include XpandedReports, Fishbowl Inventory, and Legrand CRM. We have experience with all these products and would love to partner with you as you help your client address needs that are beyond the scope of QuickBooks alone.

If you want more information on how we might best work together, call 800-787-8744. We would love to talk with you about your needs and any special deals we have for Bookkeepers, Accountants, and ProAdvisors.

Quick Links

Monthly Discussion Forum

XpandedReports for QuickBooks - Use affiliate code of "4luvofbiz" for an additional 1 month extension on the 1 month trial for the desktop (XR 4.3) product.

Virtual Time + Expense - I have been able to negotiate the same deal as I am getting for you: FREE! Free
accounts will be provided to accounting professionals who provide accounting
services to other companies on a full-time basis by using the link below.

AuditMyBooks - Interested in learning more about detecting errors and fraud in small business accounting systems? Visit my affiliate site to download the white paper titled “Protecting Your Business from Accounting Errors & Fraud”.

We have a non-ownership business relationship with Intuit, XpandedReports, Fishbowl Inventory, AuditMyBooks, Virtual Software, BQE Software, The Sleeter Group, Alterity, MISys, RightNetworks, Insynq, Remote Accounting Solutions, CA CPA Education Foundation, and CPE Link.

Friday, January 21, 2011 - 14:28
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