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Welcome

welcome from Raul Cortez

Welcome to the first issue of QuickInside’s monthly newsletter. Allow me to introduce myself and our company.

For the past 34 years, I have served in the capacity of Comptroller, Finance Officer, Staff Accountant, owner, and QuickBooks Advanced ProAdvisor. Although I am not a CPA, through the years I have seen the evolution of financial record keeping, from the multi-column journals and huge storage binders to user-friendly, web-based software.

Even though accounting software programs like QuickBooks were introduced many years ago, widespread use of this program has increased dramatically in recent years. Small and medium sized businesses are now able to record day-to-day activities with ease and maintain accurate account balances. With these records available to them on-site, they are able to make business decisions quickly and keep up with market demands.

QuickInside was founded for the purpose of getting businesses started on the right track when it comes to setting up their financial records. Our desire is that all businesses strive for excellence in the area of financial record keeping on-site. With a better understanding of accounting principles and terminology, business owners are able to communicate with their accountants. With excellent financial records, the business and the accountant are in a more advantageous position to make sound financial decisions.

Installing and setting up a chart of accounts is a snap with QuickBooks. A business can be writing checks and invoices within minutes of setting up. However, in order to maximize the full potential of the program, I have found that it is very helpful and necessary to have some basic knowledge of accounting principles. Since many users do not have time to “read the book,” an investment into some instruction now on how to best use the program can save much valuable time later.

We offer two-day seminars that include an introduction to accounting principles and a hands-on experience in each area of QuickBooks. The final portion of the class is spent on how businesses and accountants can work together and communicate better.

Please contact me if you or your clients would benefit from my services. I am a Certified QuickBooks Advanced ProAdvisor teaching in a classroom-type setting. Participants are provided with computers for a hands-on learning experience. I am also available to make on-site visits. I thank you and look forward to keeping in touch with you in the future.

Comments

2 Responses to “Welcome”

  1. Barbara English on June 13th, 2008 8:26 am

    Hi RAul,
    I like your email and hope you get lots of referrals from it.

    I still am interested in the training and plan on taking it. Also, here at CFU, I mentioned that I would like to hire you to help me install Quickbooks and get started here. If the training will not be in the immediate future, I would like to do that.

    How is the 990 coming for Adopt A Village?

    Thanks and God bless.
    Barbara

  2. Sylvia Hinojosa on June 25th, 2008 8:11 am

    Good Morning Mr.Cortez,
    I would like to know if Quickbooks has or can recommend a time clock for employees so that their time is automatically records into quickbooks payroll.

    Thank you,
    Sylvia Hinojosa

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