QuickBooks will help you increase profits, manage cash flows, and lower your taxes

 Increase Profits

• Track Profitability by Project or Client
  Use the Projects feature to monitor income and expenses for each engagement. This helps you identify which services or clients are most profitable.

• Automate Invoicing & Payment Reminders
  Set up recurring invoices and automatic reminders to reduce late payments and improve cash inflow.

• Use the Profit & Loss Report Strategically
  Review this report monthly to spot trends, cut unnecessary expenses, and adjust pricing or service offerings accordingly.

 Manage Cash Flow

• Cash Flow Center & Planner
  QuickBooks Online includes a Cash Flow Center that gives you real-time insights and forecasts for the next 90 days. This helps you anticipate shortfalls and plan spending.

• Bank Feeds & Reconciliation
  Link your bank accounts to automatically track transactions. Regular reconciliation ensures accuracy and prevents surprises.

• Savings Envelopes with 3.00% APY
  If you use QuickBooks Checking, you can earn interest while setting aside funds for taxes, payroll, or emergencies.

 Lower Taxes

• Categorize Expenses Accurately
  Use custom rules to automatically categorize transactions, ensuring you capture every deductible expense.

• Mileage & Receipt Tracking
  Use the mobile app to log mileage and snap receipts—especially useful for travel tied to client meetings or stewardship initiatives.

• Tax Time Reports
  Generate Schedule C, 1099, and other tax-ready reports to streamline filing and reduce errors. You can also invite your accountant for seamless collaboration.