Application Services

About QB Wise

Browse Categories Select a Tab below

About US:

Nanci Savage is the founder of QB Wise, a QuickBooks® consulting company based out of Las Vegas, Nevada. Nanci has been serving small to medium size businesses since 1999 providing solutions using Intuit products and services along with 3rd party integrated products which help solve specific industry client customization requests. Some of these applications include Acctivate Inventory, Fishbowl Inventory, PDG Webstore, and T-Hub.

Originally from Chicago, IL, Nanci attended DePaul University and majored in Accounting and Human Resources. With more than 25 years field experience in many industries (of which 15 years were in a Vice President/Controller role), Nanci brings a wealth of knowledge along with a tool bag of tips and tricks she willingly shares with her clients. She provides accounting and consulting services to clients primarily in the construction, wholesale, distribution, retail and service industries.

Nanci’s ability to sort through the needs of her customers to customize a solution creates a solid foundation for implementing client projects. These projects can vary in size and scope from helping to clean up an “accounting mess,” complex reconciliations, periodic data reviews to full blown accounting system/software conversions. Her clients often take advantage of Nanci’s many areas of accounting expertise which include inventory management, job costing, budgeting, cash flow projections and developing internal processes and procedures. Of course no accounting conversion is complete without staff training and Nanci excels in this area, offering onsite or remote support and education to groups or one-on-one.

Nanci is an Advanced Certified Pro Advisor, Certified QuickBooks Enterprise Solutions Advisor and Certified QuickBooks Point of Sale Advisor. Other certifications include QuickBase, Field Service Management, Acctivate Inventory and Fishbowl Inventory. As a charter member of the Intuit Solution Provider Program (name currently Intuit Premier Reseller Program), Nanci has been awarded the Customer Satisfaction award from Intuit for providing superior customer service.

Quickbooks consulting services:

QB Wise will turn a long and costly process into a simple solution. We will interview you and your companies’ activities so we have a full understanding of your business and can best fulfill your needs.

We take price in helping our clients enjoy a highly satisfying, trouble-free QuickBooks experience! Our services can be provided remotely, at your place of business, or at our place of business. We solve technical and non-technical QuickBooks problems. And every service is designed to meet your requirements and budget – from occasional projects to full service and remote bookkeeping.

Our remote support services complement Intuit’s technical support hotline or can even replace the need to pay for annual Intuit support. We can assist with both QuickBooks technical questions and with business best practice application questions. The service covers all versions of QuickBooks and is charged at a rate of $100 per hour in 15-minute increments.

Setup and Training:

No matter if it is a new installation or an upgrade, our IT Computer experts will ensure your software is installed properly on your computer network. We provide training for all levels of users. We will come to your office or work remotely and work at your pace. We customize the training to meet your needs and work with your data. Working with your data ensures a better understanding of the material and help you retain what you learn. Training will include:

  • Design and setup the chart of accounts
  • Enter beginning balances as of a determined start date
  • Customers and accounts receivable
  • Vendors and accounts payable
  • Sales and inventory
  • Budgeting and job costing
  • Payroll
  • Bank and credit card reconciliations
  • Customized reports and forms

During the setup and training process, QB Wise can help organize your workflow and automate your manual processes where needed. This includes finding a QuickBooks solution for information being tracked manually or in Excel.

Data Migrations and conversions:

QB Wise can migrate the data from a variety of accounting applications to QuickBooks. We try to make switching to QuickBooks from your current accounting system as fast and easy as possible by using our import tools, special utilities and team of experts.

Some examples of the many conversions we performed include:

  • MAS90
  • MAS200
  • MAS500
  • Net Suite
  • Peachtree
  • Great Plains
  • Master Builder
  • Timberline
  • And more….

 

Clean up “the Mess”:

You may have an accounting “mess” if any of the following apply to your business:

  • You have trouble getting timely financial information
  • You never seem to get caught up
  • Your company is never able to produce financial statements by the 10th of the following month
  • Your customers or vendors say your information is inaccurate
  • Your company is understaffed, has high turnover or is missing a department manager

Most companies require professional help to straighten out the mess. QB Wise knows how to clean up the mess quickly and efficiently and get you back on track!

Automate Processes:

QB Wise can help organize your workflow and automate your manual processes where needed. This includes finding a QuickBooks solution for information being tracked in Excel.

Troubleshooting and Tune-Ups

QB Wise can troubleshoot your system and provide routine tune-ups of your QuickBooks data to verify entries are being posted correctly and to make sure the software is being used to its maximum potential. Tune-ups can be done monthly, quarterly, semi-annually or annually.

Tune-ups may include:

  • Locating data entry and setup errors
  • Reviewing your transactions
  • Helping to prepare for tax time
  • Cleaning up problem areas
  • Organizing your work flow
  • Improving your filing system
  • Providing additional training

Controller Services

Controller Services is for the company that needs a high quality, experienced person to assume control over the financial aspects of your business on a temporary or part-time basis.

Some of these services may include:

  • Providing timely and accurate financial statements
  • Setting up procedures and controls for monthly closings
  • Analyzing or cleaning up prior or current transactions
  • Showing how to better utilize your accounting software
  • Provide on-going Controller Services to ensure your accounting department continues to run efficiently

Visit Nanci/QB Wise:

See Nanci’s profile on the Pro Advisor Search on Intuit’s website
Here.

How to Reach Us:

Please feel free to email Nanci anytime at info@qbwise.com
or give us a call at 702-498-7101.

Or head on over to our contact page and fill out our contact form.

Thank you for your interest in QB Wise services.

 

Permanent link to this article: http://qbwise.com/application-services/