As a business using QuickBooks grows and matures it is necessary to ask if QuickBooks is the appropriate financial system going forward. When clients engage with Peak Advisers regarding this concern we typically respond with this question:  What features in QuickBooks have you outgrown? The subsequent conversation usually results in one of three conclusions:

1. The client is not using QuickBooks correctly and there is unused functionality in a current version of QuickBooks that addresses the client’s needs.

2. The client is using the wrong version of QuickBooks. In these instances, the solution may be as simple as moving to QB Online Advanced from QB Online Plus or QuickBooks Desktop Pro to QuickBooks Enterprise.

3. The client has outgrown certain workflows in QuickBooks and third party best of breed or industry specific solutions must be implemented. We partner with companies that have applications that help QuickBooks work even better for our clients.

QuickBooks is designed to help you easily manage the finances in your business, so that you can spend more time doing the things you love to do to grow and expand, rather than getting bogged down by the things that aren’t so fun.

The fact is QuickBooks is powerful and robust. So, it’s always a good idea for business owners to ask someone who knows QuickBooks inside and out, whether the software is being used to its fullest extent. If you are a QuickBooks user, the answers to these questions are worth exploring before you make the decision to spend $10,000 to $50,000 on a new system.

You may not know anyone who can help you, So talking with Michael Wallace or Bruce Peterka of Peak Advisers now will ensure that you get full functionality out of QuickBooks from this point forward.

We can help you get more value out of the product you already have. It’s certain to make life better for you while improving the efficiency of managing your business.

Now of course, sometimes the answer to whether or not you have outgrown QuickBooks is yes. Peak Advisers has advised several companies that yes, it is time to move on. Typical reasons for moving on include the number of employees or particular industry needs. As always Peak Advisers will advise you honestly and candidly. 

Give us a call. 303-801-4772.