Money Management

Do you know where your money* goes? Do you own a business, but don't know until the end of the year whether you are making a profit*? Do you have QuickBooks®* on your computer, but you don't know how to use it? Knowing how much money you have coming in and how it is being spent, gives you the power to make spending decisions that bring you closer to your goals.


The process

We can help you come up with a system for tracking your cash-flow. If you choose to use QuickBooks® we can help you get set up and decide which of the many features are applicable to your needs and which you can choose not to use. Then we will train you in how to use QuickBooks® using your own data, so that it makes sense to you and you can see the benefits right away.


The result

With QuickBooks® you will be able to print reports that show you how much money you have, where it comes from, and where it is being spent. If you own a business, you will know if a particular job is making a profit or if there is a profit for the company as a whole. At tax time, there will be no more late nights scrambling to gather all the information and trying to remember what happened months ago. With the push of a button, all of your information will be ready for your tax preparer, saving you time and money!


In order to maintain the benefits that the QuickBooks® reports provide, we will set up a simple routine for keeping your data entered in a timely manner.


Ready to know where you stand?!

See Our Five-Step process

Request a complimentary consultation

Go to SOHO Organizing