Kirsopp Consulting - Financial Software Consulting

Installation/Support & Training:

The bottom line: When your QuickBooks file is set-up correctly and data is entered correctly your business will increase efficiency and save you money in labor and tax dollars.  We understand your need for management information and the needs of your tax professional. We can set up your file to fulfill both.

Training users can be a challenge. The individual needs to be productive as soon as possible to your work flow processes. We have trained hundreds of bookkeepers, business owners and employees in the most efficient way to use QuickBooks for the industry they are in.

We strive to understand your company and provide the optimum solutions as you grow and/or adjust to changing market conditions. As new features are introduced into QuickBooks or new software that interfaces with QuickBooks are introduced, we can help you incorporate them into your procedures.

“I could not understand all the praise for QuickBooks, I installed it, went through the interview process and started entering information then my CPA called to tell me I had a mess. He referred Kirsopp Consulting. Gale talked to me about my business, made suggestions on how to better get QuickBooks to work for me and cleaned up the mess. I am thrilled, my CPA is thrilled and I tell every small business I know, talk to them, they will save you time, money and frustration.”
Wholesaler/ Distributor Poulsbo, WA

Software Integration Services:

As a business’s financial reporting needs grow, so does the complexity of their record keeping. QuickBooks Enterprise Solutions is the financial hub that supplies the accounting framework for management reporting and tax information. As a hub, Enterprise Solutions also serves as the interface for 3rd party software you may need.

  • If a manufacture or distribution company needs an inventory system that will provide LIFO or FIFO valuation, then inventory specific software application such as Fishbowl Inventory should be considered.
  • If a company has multiple warehouses or distribution centers, then inventory specific software application such as Fishbowl Inventory should be considered.
  • If a distribution/wholesale company needs EDI, (electronic data interface), to comply with their customers, then True Commerce should be considered.

Kirsopp Consulting spends time understanding the uniqueness of your business operations so the most productive software for your business’s specific needs can be addressed.

“We are growing and we do not have time to learn new software so we called Kirsopp Consulting to see what we could do with our current QuickBooks Premier to make it work. Gale came in, talked to us about our needs and made clear suggestions on different software options that would not require us to learn a totally new system. My back office was thrilled and so am I.”   Manufacturer, Seattle WA

Data File Review Analysis:

Kirsopp Consulting provides QuickBooks data file analysis to give small businesses confidence in the accuracy of their QuickBooks data. Small businesses make significant business decisions and pay taxes based on the reports created in QuickBooks without reasonable confidence the information is accurate. A data file review analysis will locate errors in data entry or set-up errors that can cause QuickBooks reports to be inaccurate.

“Kirsopp Consulting has given me peace of mind. I no longer question the integrity of the reports. “ 
Professional service provider, Seattle WA

Customized Reporting:

QuickBooks has four types of standard reports based on the type of information you need; list reports, summary reports, transaction reports and business analysis reports. QuickBooks Enterprise Solutions and QuickBooks Premier have industry specific versions that offer industry specific reports. Reporting applications such as Crystal Reports or QReport Builder directly link to your QuickBooks data in real time, using ODBC, and can provide your business with limitless report capabilities.

Kirsopp Consulting can provide:

  • Custom report templates for use within QuickBooks
  • Unlimited custom reports using QReport Builder

Accurate, useful, timely financial reporting is not a business luxury but a necessity to succeed in business today.

“For years I made do with what QuickBooks support and manuals told me was possible. Gale changed that, she did a data file analysis, then built reports based on what I needed to see. My CPA is happy, he has what he wants and I am thrilled I get what I need.”
Manufacturer, Tacoma, WA