Carter Financial Group and Carter Tax Incorporated
Carter Financial Group and Carter Tax Incorporated

What We Can Do For You!

June 9, 2010 by carter · Leave a Comment 

There’s lots of talk about health care reform these days.  While most of us automatically consider health care for our bodies, have you considered the health of your business?  Do you know what your Business Health is?  There’s never been a better time than now to evaluate where your business stands and where it’s headed! 

When you need a checkup, or you’re sick, you most likely visit a qualified physician to help diagnose and treat your ailment.  What do you do when your business interests need a checkup or those interests are showing signs of sickness?  Common sense tells you to visit a qualified “provider” to diagnose and treat those business ills.

Here at Carter, we have a family of companies to assist!  We can help lower your overhead costs with outsourcing of accounting or management.  Is your business growing and you need help with Human Resource strategies?  What about your tax liability; do you know how the choices you make today effect your tax liability tomorrow? How about the stickler of providing low-cost health care coverage to your employees?

With all of these situations, Carter has solutions to get you and your business on track and stay there, providing a healthy return for you and your employees!

We invite you to call us today to schedule a complimentary consultation with our business professionals.

907-561-3871

Beginning in QuickBooks

April 13, 2010 by carter · Leave a Comment 

Join us for a full day of training by a certified QuickBooks Pro Advisor!

Course Outline:

Course: Beginning in Quickbooks
Getting Started
Overview of the course
Common QB Terms
Setting up QuickBooks
Decisions that need to be made first
Creating a new company file
Customizing QuickBooks
Working with Lists
Chart of accounts
Customer information
Vendor information
Other names list
Tips for managing lists
Entering vendor information
Setting up vendors
Creating bills
Paying bills
Entering Sales Information
Entering data onto the sales forms
Creating/memorizing invoices
Adding new items
Price levels
Associate price levels to customer needs
Receiving and making deposits
Recording customer payments and making deposits
Customer discounts & partial payments
Terms
Banking
Working with bank accounts
Reconciling bank accounts
Analyzing financial data
Preset reports
Creating reports/quick report
Exporting to Excel
Saving to PDF
Processing Payroll
Overview of payroll
Setting up employees
Payroll schedules
Payroll liabilities

$245.00 per day, or purchase both days for $399.00.

Call us today at 907-561-3871 to register!

Beginning in QuickBooks

Price: $ 245.00
$ 240.00Price:
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