The Mt. Washington Valley Economic Council

FALL 2018 

QuickBooks® Desktop Boot Camps

with Rhonda Rosand, CPA – Advanced Certified QuickBooks® ProAdvisor

 

Session #1 QuickBooks® Set Up – Do It Right the First Time

 Tuesday, October 2nd, 2018, 9 AM -11 AM

Whether you are starting from scratch or starting over, there is a right way and several wrong ways to set up a QuickBooks® file.  Learn how to do it right the first time. 

Avoid some of the common mistakes we see people make.

QuickBooks® Solutions

Accounts and Items

Users and Permissions

Customers/Jobs/Vendors

Class Tracking

Common Pitfalls

 

Session #2 Customizing Forms and Templates and QuickBooks® Reports

Tuesday, October 16th, 2018, 9 AM – 11 AM

Learn how to customize forms and templates and create QuickBooks® reports that are useful management tools for your business.  Understand the difference between profits and cash.

Customize Forms and Templates

QuickBooks Reports

Revenue Planning

Cash Flow Management

 

Session #3 Accountants Only…

Tuesday, October 23rd, 2018, 9 AM-NOON

This is a session designed exclusively for tax preparers, enrolled agents and accountants.  We will cover advanced level topics to help you streamline the process and best practices for troubleshooting your client QuickBooks® file during this busy tax season.

What’s New in QuickBooks® 2019

In Product Demonstration of Features

Client Data Review and Accountant Toolbox

Common Issues and Troubleshooting

Hosting Platforms

3rd Applications

 

Courses are $35 each and held in the Community Room at Granite State College-Conway.

To register please call Susie at (603) 447-6622, email susie@mwvec.com, or register online.

NEW BUSINESS DIRECTION’S RHONDA ROSAND, CPA RECEIVES 2018 TOP 100 PROADVISORS AWARD

NEW BUSINESS DIRECTIONS is pleased to announce that Rhonda Rosand, CPA has been named a 2018 Top ProAdvisor by Insightful Accountant, an independent news and information source written specifically for the small business advisor who needs to stay current on the latest news and offerings in accounting technology, including updates from Intuit, Xero, Sage and the hundreds of add-on products serving small businesses. Rhonda was selected as part of the Top 100 out of the growing list of more than 100,000 ProAdvisors.

This list recognizes the leading consultants who have embraced the ProAdvisor program and have leveraged it in order to better serve their clients and grow their own business. “We’d like to congratulate everyone who made this year’s list,” said Insightful AccountantSenior Technical Editor, William “Murph” Murphy. “We had several new people join the ranks this year.”

“I am honored to have received the Top 100 ProAdvisor designation for the 5thconsecutive year.  We are inspired by helping small businesses, and we’re committed to their success. We find our work challenging and invigorating, and it shows in our results.”  Says Rhonda Rosand, CPA

New Business Directions, LLC specializes in QuickBooks® set up, clean up, consulting and training services, coaching small business owners and providing innovative business solutions.

“This is the fifth year of our ProAdvisor awards,” said Insightful AccountantPublisher and Managing Partner, Gary DeHart. “Each year the competition continues to grow and we appreciate the hard work and efforts of all of our winners.”

Learn How To Add & Edit Multiple List Entries in QuickBooks with Rhonda Rosand CPA and Advanced Certified QuickBooks ProAdvisor!

Why Rhonda Rosand, CPA of New Business Directions LLC Vlogs Why Rhonda Rosand, CPA of New Business Directions LLC started to vlog and why she thinks it’s important to strive for excellence…not perfection!

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We are pleased to announce that Britney Schaub has joined our team as our new Office Assistant at New Business Directions, LLC.  Britney has lived in the Mount Washington Valley for past 10 years and has two wonderful children. She graduated from Kennett High School in 2012 and is currently enrolled at Granite State College pursuing an Associate’s Degree in Business and plans to gain her Bachelor’s in Accounting and Finance. Britney and her husband love spending time together as a family.  She is looking forward to working with us here at New Business Directions.

kendra-phalen
We are pleased to announce Kendra Jean Phalen has joined our team at New Business Directions, LLC. Kendra has a BA from Keene State College and will be joining our amazing marketing team. She has worked and lived in the Mount Washington Valley for the past 30 years and loves playing outside with her dog Olive, her new husband Cam, and traveling with them both! She is looking forward to working with us here at New Business Directions.

by  September 6, 2016

My inability to say “no” led me there. It was the place I feared the most – a room full of people, all eyes on me, making a presentation to an audience of my peers.

So, how did I get there?

I had been approached by The Home Builders and Remodelers Association, of which I have been a member since the late 1980s. They had asked me to present a topic of my choosing – one that would promote my business and educate the members.

Caught off-guard, I’d said, “Sure. I’d love to.”

The words came out of my mouth so fast, it was as if I was possessed.

“Who said that?” I asked myself. “How did that just happen? What was I thinking? Now what?”

Panic began to set in. “Breathe in, breath out, 1, 2, 3…….breathe.” I had to remind myself of this over and over just to keep from passing out.  Thanks to Toastmasters, I’m ready to take on all kinds of exciting new challenges. I can feel the fear, and do it anyway.

After years of anxiety about public speaking, suddenly, there I was, facing my fear head on.

I didn’t know how I would pull it off, but I had made a promise, so I had to make it work. Little did I know, as soon as I’d committed, the Law of Attraction already had been set into motion.

Not long after, a friend of mine called to tell me that Toastmasters was starting a new club in town. She wanted to go. Perfect timing. Toastmasters was exactly what I needed, when I needed it. The universe had delivered for me.

The support was amazing. I found camaraderie with others who shared similar goals and fears. I practiced public speaking, received constructive criticism, and watched videotapes that helped me recognize and control my nervous movements. Through the Toastmasters experience, I began to build confidence and overcome my life-long fear of public speaking.

Today, two and a half years later, not only did I make it through that first presentation to the Home Builders Association, but I’ve also have given scores of other speeches: four tax conferences; the QuickBooks Boot Camp Series at the Granite State College Technology Center; the New Hampshire Tax and Accounting Professionals; a panel discussion in New Orleans at the Scaling New Heights conference; and the Successful Implementations at Scaling New Heights at Atlantis in the Bahamas earlier this year.

None of this would have been possible without Toastmasters. While I still get butterflies before standing in front of an audience, now, instead of panicking, I feel a positive sense of excitement and confidence, which complements my newly acquired public speaking skills.

I actually feel like I know what I’m doing. I’m more confident in everything I do, from client and employee interactions, to presentations at board of directors meetings. Thanks to Toastmasters, I’m ready to take on all kinds of exciting new challenges. I can feel the fear, and do it anyway.

What you need to know about Windows 10 and QuickBooks® 

I know that many of you are wondering if you should upgrade to the new Windows 10 operating system. It has been hard to ignore the constant reminders of this FREE upgrade. Every time we turn on our computers, there it is, asking us to Upgrade Now. Some of us have even had a surprise automatic installation of the newest operating system while we were sleeping!

Microsoft is offering this software for free until the end of July 2016, after which they are going to charge a fee – currently starting at $149 per system for the Home Edition – they have not yet released any pricing for the Professional versions of the software. If you are currently running Windows 8/8.1, then you may wish to consider the update to Windows 10, but please read further.

At New Business Directions, LLC, we have decided to stay with the Windows 7 platform and not to upgrade to Windows 10. Microsoft will still be issuing updates for Windows 7 until 2021 but will not offer any phone or online support for the product.

There have been many issues with the installation of Windows 10 especially in a networked environment and the software needs a lot of tweaking to network correctly and play with other devices – such as printers. We see no real advantage to updating to Windows 10 and we have found it to actually hinder some programs from running properly, specifically QuickBooks and Point of Sale.

If you do decide to upgrade to Windows 10, we will gladly assist in the installation to smooth the transition. Ultimately, the decision is yours.
TSheets Pros
The New Business Directions Team is bringing the #1 employee-rated and requested Time Tracking Software to you. Sondra Love, Wayne Kukuruza, and Rhonda Rosand, CPA have recently joined the 6000+ TSheets PRO community by participating in an exclusive TSheets PRO certification course accredited by CPAacademy.org.

So what exactly is TSheets? TSheets is a time tracking and scheduling software designed for businesses that track, manage, and report time. TSheets provides the alternative to paper timesheets and/or punch cards to simplify human resource and data processing roles for companies of all sizes.

But here’s the best part, TSheets fully integrates with QuickBooks by syncing accurate timesheets to your QuickBooks file and eliminating manual, duplicate time entries. Tracked and approved time can now be easily exported to either QuickBooks® Online or Desktop with just one click. Management can then use their favorite tools within QuickBooks to process payroll, calculate job costing, and create invoices in a more simplified work flow.

TSheets is also a scheduling software making it faster and easier to build and share schedules with employees, assign jobs, and alert shifts while increasing profitability and improving communication. In other words, we want to keep your workforce running like a well-oiled machine.

Oh, and have I mentioned their amazing customer service department? The TSheets team who’s behind the product is just as amazing as the software itself. Customer service team is passionate about their customers and provides exceptional support in times of need. They make your entire TSheets experience FUN and might even give you a smile or two.

Are you ready to sign up? To find out more about TSheets, email sondra@newbusinessdirections.com or give us a call at (603) 356-2914.
Sondra Love and Rhonda Rosand, CPA of New Business Directions, LLC took to the sky last week to attend the 8th annual Scaling New Heights 2016 conference at Atlantis Paradise Island Resort located on Paradise Island, Bahamas.

This year’s theme was “epic” designed as the epic conference to empower small business advisors to develop and sustain the epic practice that distinguishes itself and embraces the key differences that separate ProAdvisors around the good, the great and the “epic.”

Sessions
The four-day conference kicked off each morning with Power Breakfast Sessions followed by main stage presentations with keynote speakers such as Daymond John of Shark Tank, Joe Buissink of Canon Explorer of Light, and author Mike Michalowicz of Profit First. In between general session, attendees dispersed around the conference center into rooms where cutting edge training sessions were being held. Training sessions were broken down into 5-tracks for Practice and Professional Development, Practice Growth, In-Depth QuickBooks Training, ProAdvisor Certification Training and QB Integrated Apps.

If you were fortunate enough to attend, Rhonda Rosand, CPA taught a 100-minute informative training session titled Successful Implementations from Initial Contact through Ongoing Support on Sunday, May 22nd. As the evenings came around, networking sessions were held consisting of ICB Bookkeeper’s Symposium, the Woodard Network Social hosted within Atlantis’ stunning marine life exhibit, The Dig and of course, the infamous TSheets dance Party on TSheets Tuesday.


Sondra’s Take on Vendors
 In between training, I was able to visit the exhibit ballroom which held over 90 vendors, some of which were very familiar. I came across software I use everyday to make my work flow run smoothly and now I am able to put a face to the product. For example, SmartVault allows me to access files anywhere, anytime and from any device. I also have the capability to securely share files with clients and our team.

While at Scaling New Heights, I learned the importance of technology and how it relates to strengthening our firm and supporting our clients.

The advanced level training will allow us to continue to assist our clients in streamlining the process of making money and creating order out of chaos. We would like to thank all of the members of the Woodard Group for another successful event at Scaling New Heights and look forward to next years’ conference in Orlando, FL.