Platinum Level QuickBoooks ProAdvisor

Posted Leave a commentPosted in Accounting, QuckBooks, Small Business

Did you see the episode of ABC sitcom “Modern Family” where Jay and the family visit Mandalay Bay? In the story line, Jay learns there is an even better high level accommodation than the resort penthouse suite he booked so he becomes obsessed with trying to upgrade, only to learn that there are still higher levels […]

QuickBooks Self-employed revisited

Posted Leave a commentPosted in Accounting, QuckBooks, self-employed, Small Business

This month I took a fresh look at QuickBooks Self-employed version. As much as I want to endorse and offer this platform for self-employed individuals, I can not. The simple reason is that Intuit does not support this product under the same platform as other QuickBooks products. I find the support to be inefficient, unprofessional […]

Accepting QuickBooks invitation to online accountant

Posted Leave a commentPosted in Accounting, QuckBooks, Security

Some blog post I write just for me, so that I’ll remember next time the situation comes up. If this helps another accountant, great. This is a workaround to a overly sensitive security issue that’s caught me a few times. A prospective client sends the accountant invitation through QuickBooks Online. (If you are not an […]

One QuickBooks Online account for multiple small businesses

Posted Leave a commentPosted in Accounting, QuckBooks, self-employed

A client wants to upgrade his bookkeeping system to QuickBooks Online but was resistant to opening a separate QuickBooks account for each of his small companies. Through a fast screen share, I was able to show him how I use my own QuickBooks account to run several businesses that each report to a separate tax […]

How to upgrade your small business payroll in 3 easy steps

Posted Leave a commentPosted in payroll, QuckBooks, Small Business

How to upgrade your small business payroll in 3 easy steps: Download and sign service agreement from tonynovak.com/payroll. If you have prior payroll this year, get a copy of the Year-To-Date reports. Upload these to the secure portal here. THAT’S IT! We’ll take it from there. At lease one phone call will be necessary to […]

Standardized basic pricing for QuickBooks

Posted 1 CommentPosted in Accounting, QuckBooks, self-employed

This post explains my new standardized pricing for my QuickBooks services starting at $20 or $50 per month. This blog post of QuickBooks pricing pertains to small businesses or self-employed clients who are described by one of these five categories: Do not have an automated bookkeeping system Are self-employed, have part-time ‘gig’ work or run […]

Quickbooks pricing revisited

Posted Leave a commentPosted in Accounting, QuckBooks, Small Business

I can save businesses $500+. But should I? Quickbooks remains by far the most popular small business accounting platform capturing about 4 in 5 businesses in this market. The services I most commonly work with – accounting, taxes, banking services, financial planning, payroll and benefits – often stem from this core accounting system. Over the […]

3 steps to perfect small business bookkeeping

Posted Leave a commentPosted in Accounting, QuckBooks, Small Business

Small business bookkeeping in a perfect world would involve three steps: STEP 1: Enter transactions as they occur by the person actually making the transaction. For example, you stop to buy gasoline. You snap a photo of the receipt on your cell phone and enter the transaction on your mobile phone accounting app. Later you […]

Accounting firm of the future

Posted Leave a commentPosted in Accounting, Law firm, QuckBooks

The small business accountant of the future will not provide bookkeeping services but will help business owners set up their bookkeeping to operate mostly automatically. The small business accountant of the future will not prepare tax returns but will ensure that tax reporting is completed and submitted automatically. THE FUTURE IS NOW for small firms […]

Why Use QuickBooks Online?

Posted Leave a commentPosted in Accounting, Computers and Internet, QuckBooks, Small Business

Occasionally I am asked why I use and endorse QuickBooks Online small business accounting platform. There are at least six ways to answer that question: Market share. QuickBooks. is the #1 most popular platform used by 4.3 million small businesses. There is strength in numbers. Support resources and integrations are limitless. It isn’t what you […]