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Caddie Consulting |
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Let us carry your bags while you concentrate on the money shot |
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QUICKBOOKS USERS We can make it even better |
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Ever wish there was a better way to see your QuickBooks data? We can link to your accounting data and present it in new ways. We can develop forms and reports that can be viewed instantly. Imagine receiving a call from a customer, immediately opening a form or report, and instantly seeing key information like what they owe you, what shipments are pending, and what you spoke about the last time they called. The possibilities are endless! |
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To contact us: |
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Bridging the gap between owners and their accounting departments |
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Another QuickBooks client had multiple back-orders to fill, but was not able to fill all of them. They needed a way to review each order and make an informed decision.
We were able to calculate the profit margin on each item from their QuickBooks data and show them a total profit for each order.
Deciding which orders to fill was much easier when you know how much net profit you would earn for each total order. |
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ASK FOR A FREE CONSULTATION ON ANY OF OUR SERVICES
Accounts Receivable Collection
Cash Flow Planning and Analysis
External Audit Savings
Full Service Bookkeeping
Internal Audit Procedures
QuickBooks Set-up and Training
Website Design |
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One client wanted more information readily available when they made collection calls or received a sales inquiry from a customer.
We developed a form that included all the key information they wanted from their QuickBooks data: Balance Due, Pending Orders, Terms, Payment History in Days, Phone, Fax, Email and Contact Person.
We even added a place to record and review all client conversations with all employees. |
