Monday, August 6, 2012

Going for the Gold with a Quickbooks Coach

The Olympics makes me think about going for the gold and how having a coach is one part of helping them in achieving that Gold.  We normally don't think that we need a coach for success when it comes to Quickbooks.  Here are some key reasons that those that are currently using Quickbooks or those who are new to Quickbooks can benefit from a Quickbooks Coach.  Some may sound very similar to why athletes have coaches to help them:

1) Zero in on how to do things better.  Take a look at what you are currently doing if you are not a Quickbooks user or if you are Quickbooks user there are things that can be done with improvement. There may be things that can be done easier or more efficiently.  Features that you may not be using that can help you improve your Quickbooks Experience and Results.  

2)  Look at where there are problems.   There are times  we are doing things that are not correct and we need to learn the correct way.  If things are not done correctly in Quickbooks just like in a sport it will throw off the results.  Having a Quickbooks Coach analyze your Quickbooks can help you with better results.  

3)Accountability is very important, practice , regular communication and brainstorming to help you stay on track.  This can be key to Quickbooks Success.  Having someone there to see how things are going and talk about what is going well and what is going not so well.  This is a Quickbooks  Partner that is there to cheer you on to move you forward in Quickbooks knowledge.

4)  See clear results when you have a Quickbooks Coach they will help you determine what you want your results to be.  Olympic Athletes have the goal of to have the result of a Gold medal. The coach will set a plan to help guide them to get there to the goal of gold.   When you get the results within Quickbooks it can help you plan your business and set goals for your business to reach the success so you can see the numbers like you may have never looked at them before.  

Maria Smith and David Smith, CPA are Certified Quickbooks ProAdvisors that have coached small business owners to helping them toward their gold.  They offer Quickbooks Starter Packages, monthly Quickbooks Coaching, Quickbooks Analysis & Tune Ups,  Training for Small business owners and their employees.   


  1. Good information to have. Thanks! Right now my very small biz is using Quicken because it was free but as soon as we start growing you're my chica!

  2. My issue is time management... but this makes me think that I probably need to just "train" more often and not to put it off until it's overwhelming!