Posts Tagged ‘Bookkeeping’

We Train U-2 to offer QuickBooks for Mac Training!

Monday, October 19th, 2009

According to Intuit, “QuickBooks 2010 improves on the ‘Mac-like feel’ of its predecessors and has new features aimed at making small businesses more profitable.”* We Train U-2 is about to launch an innovative QuickBooks for Mac training course. Due to popular demand and limited quantities, we are taking orders in advance at www.WeTrainU2.com. Pre-order now and receive $25.00 off! Use Promo Code Mac09.

*Excerpt from Mac News World – Read the entire article here: QuickBooks Courts the Mac World)

LOCAL SAN JOSE ENTREUPENEUR ONE OF EIGHT TO WIN CONTEST!

Thursday, July 30th, 2009

Tammy Foley, owner of We Train U-2™, wins the opportunity to “pitch her business” to over 3,000 people at conference

 

Wednesday, July 29, 2009: After submitting an essay of 400 words or less explaining her business concept and how she does it, Tammy Foley was one of eight entrepreneurs selected out of thousands to “pitch her business” to an audience of over 3,000 at the eWomen Network™ 9th Annual International Conference and Business Expo next month.  The conference draws entrepreneurs from all over the world.

 

“This is an exciting opportunity because my clients are entrepreneurs”, said Tammy Foley, President of San Jose’s We Train U-2™.  “I understand their needs, as I have owned my own business for 26 years.  In these tough economic times, small business owners have the weight of the world on their shoulders.  With the Obama administration focusing on small business as the key to better economic health, more and more entrepreneurs are emerging without the knowledge of accounting, taxes or payroll.”

 

We Train U-2™ provides online QuickBooks® training for business owners that want control over their small business finances.  In the comfort of their own home, the business owner can learn how to set up QuickBooks® and enter their own business receipts.  By teaching the basic modules that every owner needs to know, there is no wasted time in learning software that doesn’t apply.

 

“What sets Tammy apart from the rest is she offers an easy-to-learn online method and 24/7 support” said Pam Bruins, one of the company’s Certified QuickBooks® Pro Advisors.  “These are not pre-scheduled courses.  These are courses taken at the business owner’s convenience with a “Call Me” button that immediately connects you by phone to a Certified QuickBooks® Pro Advisor if you have a question, whether it’s midnight in New York or 3:00 AM in California.  I think this unique concept and unheard of customer support is why Tammy and We Train U-2™ were selected to present at the conference.”

 

We Train U-2™ provides simple solutions to complicated accounting problems through training, consulting and excellent customer service, 24 hours a day 7 days a week!  Please visit www.WeTrainU2.com if you’d like more information, or contact Tammy Foley at (408) 287-4637 or via email at tammy@wetrainu2.com.

11 Tips on How to find a Bookkeeper

Tuesday, June 23rd, 2009

During this time of economic hardships business owners are trying to find ways to cut back.  One of those ways is letting their bookkeeper or accounting go.  I do not recommend letting your accounting or bookkeeping go since it is the pulse of knowing if your company is making money.

Hiring a bookkeeper can leave us flustered with not knowing who  to trust.   We sent out a question to find out what people do when looking for a bookkeeper.  I hope this will help.

1.      First I always try to get a reference thru word of mouth. If I can’t find what I need then I Google it. I also read the comments by other customers, if any negative I usually move to the next. I also like simple and intuitive websites!

 2.      As a start, I would Google “bookkeepers – San Jose California”.  My criteria would depend upon my business requirements first, reference checking second, and then cost.

3.      Today people would probably ask a friend or type San Jose Bookkeeper into Google.  It use to be the phone book, but no more, of course.

4.      If I needed a bookkeeper I would ask friends and family or look in the yellow pages on yahoo and look at reviews if any one posted a comment.

 5.      I would go to Google and put in San Jose Bookkeeping. Then talk to 3 or 4 sources to compare pricing and service. Would think of a few key items I need bookkeeping help with like: Payroll (picking out # of employees) to make comparison fare. Monthly Expenses into QuickBooks, Billing, Ease of how service is setup?  I.e. communicating through email or personal office visits, etc., what are the rules or criteria of the bookkeeping service?

6.      I’d send an email to friends to see if they knew of anyone. I’d search Yahoo and see what came up. Then I’d search that company/person to see if anything else came up on them. I would probably check the BBB to make sure there were no complaints against them.  In order for me to feel comfortable they’d have to have a minimum of 10 years experience (probably the more, the better), and I’d ask them to give me the name of a client or two who would be willing to share their experience with me.

7.      I would Google “Bookkeepers San Jose, CA” or, if I had a phone book handy I would look in the Yellow Pages!

 8.      I would look online for a bookkeeper.  Craigslist, bookkepper.com, or the newspaper etc.  I have a neighbor that is a bookkeeper and she advertises in our subdivision newsletter.  I would just look for advertisements.

 9.      First we would look in the yellow pages. Second we would ask any accountants, CPA’s or Tax preparers for a recommendation. Third we would look in the newspaper under the SERVICES classification.  Hope this helps.

10. I would call around to different, small CPA companies (and also to the corporate CFOs I know) and see if any of them could recommend anyone who worked for them or who worked free-lance. I would assume that they would be the people “in the know” who would be able to refer qualified people.

11. I would start with the Better Business Bureau Org.  They rate businesses and in some cases provide recommendations.  The next place would be with the State Franchise/Business Licensing department.  Criteria for selecting a bookkeeping firm would length in business, any complaints filed, type of services and hours offered, Charges for the services and lastly interviewing candidates to see if there is a “connection” or comfort level with the individual, individuals, and the business.

We Train U-2 provides training for the business owners to help them understand their bookkeeping.  If you are not doing your bookkeeping and have a bookkeeper our course will let you know what your bookkeeper should be doing for you and your company.   Check out our online training courses page at www.wetrainu2.com.