Rhonda

New Business Directions, LLC is pleased to announce the recognition of Rhonda Rosand, CPA as an Insightful Accountant Top 100 ProAdvisor for 2016. This will be Rosand’s third consecutive year receiving the award out of tens of thousands of ProAdvisors in the country.

Leading Top 100 ProAdvisors leverage the ProAdvisor Program to better serve their clients, grow their own business, deliver great client service, and increase their knowledge and understanding of the Intuit ecosystem.2016_top100-2016This years award ceremony will take place at the Scaling New Heights 2016 conference at Atlantis Paradise Island Resort in the Bahamas.

Congratulations Rhonda!

  Say goodbye to Winter and hello Spring! The seasons are changing before our eyes and you’ve probably heard a few remarks about tax/mud season, upcoming Summer plans and of course everyone’s favorite thing to do; Spring cleaning. Okay, maybe it’s not everyone’s favorite thing to do but here is some helpful advice for Spring cleaning your QuickBooks file.

It’s not hard to see when your home needs a good cleaning but QuickBooks company file errors are harder to recognize so here are a few errors to watch for:

  • Performance problems
  • Inability to execute specific processes
  • Occasional program crashes
  • Missing data (accounts, names, dates)
  • Refusal to complete transactions
  • Mistakes in reports
Figure 1: If some transactions won’t go through or QuickBooks shuts down when you click on the save button, you may have a corrupted company file.
Be Proactive

One thing you can do on your own is to start practicing good preventive medicine to keep your QuickBooks company file healthy. Once a month or so, perhaps at the same time you reconcile your bank accounts, do a manual check of your major Lists.

Run the Account Listing report (Lists, Chart of Accounts, and Reports). Ask yourself: Are all of your bank accounts still active? Do you see accounts that you no longer use or which duplicate each other? You may be able to make them inactive or merge duplicates. Be very careful here. If there’s any doubt, leave them there. Do not try to fix the Chart of Accounts on your own. Let us help or speak with your tax preparer. Do not make accounts with balances inactive.

Figure 2: You might run this report periodically to see if it can be abbreviated.

If there are Customers and Vendors that have been off your radar for a long time, consider removing or making them inactive – once you’re sure your interaction with them is history. Same goes for Items and Jobs. Do not remove customer jobs with balances. Go through the other lists in this menu with a critical but conservative eye.
 

A Risky Utility

One of the reasons QuickBooks files get corrupt is simply because they grow too big. That’s either a sign of your company’s success or of a lack of periodic maintenance. QuickBooks does contain some built-in tools to be run occasionally to minimize your file size. QuickBooks contains a Condense Data utility that can do this automatically. But just because QuickBooks offers this tool doesn’t mean that you should use it on your own.

The program’s documentation for this utility contains a list of warnings and preparation steps a mile long. We recommend that you do not use this tool. Same goes for Verify Data and Rebuild Data in the Utilities menu. If you lose a significant amount of company data, you can also lose your company file. It’s happened to numerous businesses.

Figure 3:  Yes, QuickBooks allows you to use this tool on your own. But if you really want to preserve the integrity of  your data, let us help.

The best thing you can do if you notice problems like this cropping up in QuickBooks – especially if you’re experiencing multiple ones – is to contact us. We understand the file structure of QuickBooks company data, and we have access to tools that you don’t. We can analyze your file and take steps to correct the problem(s).

The Alternatives

Your copy of QuickBooks may be misbehaving because it’s unable to handle the depth and complexity of your company. It may be time to upgrade. If you’re using QuickBooks Pro, consider a move up to Premier. And if Premier isn’t cutting it anymore, consider QuickBooks Enterprise Solutions.

There’s cost involved, of course, but you may already be losing money by losing time because of your version’s limitations. All editions of QuickBooks look and work similarly, so your learning curve will be minimal.

Also, try to minimize the number of open windows that are active in QuickBooks. That will improve your performance. And what about your hardware? Is it getting a little long in the tooth? At least consider adding memory, but PCs are cheap these days. If you’re having problems with many of your applications, it may be time for a hardware upgrade.

We Are Here for You

We’ve suggested many times that you should contact us for help with your spring cleanup. While that may seem self-serving, remember that it takes us a lot less time and money to take preventive steps with your QuickBooks company file than to troubleshoot a broken one.

Now open those windows and doors, go outside and enjoy the upcoming Spring weather!
Spring is just around the corner and that means new and exciting things are happening! New Business Directions, LLC is pleased to announce the recent completion of our team certifications.

Kristen Pobatschnig has also completed her QuickBooks® Online 2016 Certification. Kristen has been a Certified  Online ProAdvisor for the past 3-years and is highly knowledgeable. The New Business Directions team is grateful to have Kristen continue to provide exceptional service to our clients. If you have any questions regarding QuickBooks Online, please email Kristen at kristenp@newbusinessdirections.com or call our office at 603-356-2914.
Proadvisor_PointOfSale

On February 20th 2016, Rhonda Rosand, CPA successfully completed her certification in QuickBooks Point of Sale Desktop  v12. This is her fourth official recognition in Point of Sale.  Wayne Kukuruza, who is also a Certified Online ProAdvisor, attended all of the Point of Sale training sessions and works closely with Rhonda to assist our clients with Point of Sale and IT support.

In order to become a Certified QuickBooks® Point of Sale ProAdvisor, Rhonda was required first, to be certified in QuickBooks® financial software. QuickBooks® Point of Sale certification provides training and tools to accounting and technical professionals in order to offer a higher level of expertise and to help retailers set up their software, ensure a smooth transition and run a more successful retail business.

To learn more about New Business Directions, LLC and QuickBooks®, or to schedule an appointment, please call (603) 356-2914, email rhonda@newbusinessdirections.com

The New Business Directions team is pleased to announce our newest QuickBooks® Online ProAdvisor!

Sondra Love has successfully completed the requirements to earn her QuickBooks® Online SL_proadvisor_online_22016 certification. This training will allow Sondra to provide assistance to businesses setting up, navigating and troubleshooting their QuickBooks® Online software.

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

To learn more about New Business Directions, LLC and QuickBooks®, please call (603) 356-2914 to schedule an appointment or visit our website.

Rhonda Rosand, CPA has successfully completed the requirements to earn her designation for the twelfth consecutive year as a Certified QuickBooks® ProAdvisor. 

Certified QuickBooks® ProAdvisors are CPA’s, accountants and other professionals who have completed comprehensive QuickBooks® training courses and met the annual testing requirements in order to become certified as experts in QuickBooks®. The courses are designed for accounting professionals and consultants who have a solid understanding of accounting principles.

An accounting professional since 1986 and a Certified Public Accountant since 1992, Rhonda is a one-of-a-kind, live-your-dreams business coach and trainer. She has real-world business experience, well-honed problem-solving skills and an enthusiastic, energetic, can-do attitude. She believes that a successful business stays that way not only by managing its finances well, but also through a proactive plan that includes marketing, strong customer service and long range planning. “Today it is not enough to have a good advisor who works with you once a year”, says Rosand. “The best approach is to actively manage all aspects of your business, all year long.”

Rhonda Rosand, CPA is the owner of New Business Directions, LLC.She specializes in QuickBooks® consulting and training services, coaching small business owners and providing innovative business solutions.

To learn more about New Business Directions, LLC and QuickBooks®, or to schedule an appointment, please call (603)356-2914, email rhonda@newbusinessdirections.com or visit the website at www.newbusinessdirections.com.

 

Wishing you the Happiest of Holidays and all the best in the New Year!

From all of us at New Business Directions
Rhonda, Sondra, Wayne, Kristen, Trudi, and Freckles

 

We are pleased to announce that on November 18th, 2015, Rhonda Rosand, CPA/Owner of New Business Directions, will be conducting the QuickBooks 2016 Expanded workshop sponsored by the New Hampshire Society of Accountants at the Executive Court in Manchester, NH.

Rhonda will touch on What’s New in QuickBooks 2016, how to fully utilize QuickBooks, which software program works best for you and your clients, and an accountants only section leaving plenty of time for questions.

Registration fee is $89 for NHSA members and $109 for non-members and allows participants to earn 4 CPE credits. To sign up for this event, please call (603)228-1231 or email info@cornerstoneam.com

 

As a business owner, you’re likely torn in a hundred different directions every day. It can take up most of the work day just fighting fires, serving your customers, and answering employee questions – never mind the time spent on email. It’s super-easy to lose sight of what you can be doing to move your business forward the most.

That’s when “the one question” can come in handy. It’s something you can ask yourself at the very beginning of each day, even before you check your email. Make your question about you and your goals for your company.

The one question is, “What’s the highest payback thing I can do today?”

If your goal is to boost profits, then ask “What’s the highest payback thing I can do today that will boost my profits?” If your goal is to empower your employees, then ask “What’s the highest payback thing I can do today that will empower my employees?” If your goal is to make a difference in your community, then ask “What’s the highest payback thing I can do today to make a difference in my community?” If your goal is something else, tailor your one question to that specific goal.

It’s not about fighting fires or answering routine employee questions or even serving current customers. Although those tasks are all important and essential, none of them will take your business to the next level.

It could be meeting with a power partner or referral source that sends you a lot of business, designing the next campaign that will bring in a higher level customer, meeting with your employees for lunch, or researching new products to sell. It’s going to be a task that gets you working “on” your business instead of “in” your business.

If you like this idea, consider writing the question on a sticky note and posting it to your bulletin board so that you can see it every day. I write my question and my intentions each morning on a colorful piece of paper that I carry with me all day. I do this while having my coffee and long before I check an email, text or telephone message.

Try asking yourself this one question each day: “What’s the highest payback thing I can do today?” Then do it, and watch your business grow.

We are pleased to announce that Sondra Love has joined the team at New Business Directions.

Sondra received her Bachelor of Science in Environmental Science and Policy from Plymouth State University. She joined the New Business Directions team in the summer of 2015 and serves as our new Office Manager. Sondra currently assists in reception, administration, and recordkeeping while undergoing program training for QuickBooks®. Ambitious to learn and excited to grow, Sondra is ready greet you with her warm, contagious smile in our office.

To learn more about New Business Directions and QuickBooks®, or to schedule an appointment, please call (603)356-2914, email rhonda@newbusinessdirections.com or visit the website at www.newbusinessdirections.com.

We are pleased to announce that Wayne Kukuruza, Bookkeeper at New Business Directions has received his QuickBooks® Online Cloud ProAdvisor designation. This training will allow Wayne to provide further assistance to businesses setting up, navigating and troubleshooting their QuickBooks® Online accounts.

Rhonda Rosand, CPA has been recognized as one of Intuit’s Top 100 ProAdvisors for the second year in a row! Intuit aims to identify leading ProAdvisors who leverage the ProAdvisor Program to better serve their clients, grow their own business, deliver great client service, and increase their knowledge and understanding of the Intuit ecosystem. The competition included thousands of Top Trainers, Top Friends of Intuit and the Top Intuit Reseller Partners as part of the overall program. The award ceremony will take place at the Scaling New Heights conference in New Orleans in June.

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