Help Me Get My Accounts In Order
Over the past year, I've started a few different business activities. I'm happy with how they're going, but I'm struggling to get my head around keeping track of my accounting. I don't need a full audit of my data, just someone to sit with me on Zoom for a couple hours to help me get started tracking things the right way. Some things I've run into in the past year:
- Quickbooks is too expensive for my tastes for a what it does so I'm averse to using it.
- I have a strong preference for tools like Odoo or Zoho where my admin crap can all be unified.
- I need to be able to report sometimes on accrual basis and other times on cash basis.
- One of my LLCs is an S-Corp and another is a disregarded entity. I will track books for each of these separately.
- I get lost in the weeds really quickly thinking about things like charts of accounts.
I had soured on Odoo and started trying Zoho because it seemed like maybe my dual reporting needs would be better supported there. But I don't much care. In the end both platforms cost similar.
Basically I need someone to:
- help me pick which platform to use
- set me up with a framework for how to track expenses and revenue, and how to run the reports I need
- walk me through a few transactions
Consideration will go first to anyone familiar with one or both of Odoo or Zoho, and those with knowledge of Colorado rules as that is where all my activities are based.
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- Quickbooks is too expensive for my tastes for a what it does so I'm averse to using it.
- I have a strong preference for tools like Odoo or Zoho where my admin crap can all be unified.
- I need to be able to report sometimes on accrual basis and other times on cash basis.
- One of my LLCs is an S-Corp and another is a disregarded entity. I will track books for each of these separately.
- I get lost in the weeds really quickly thinking about things like charts of accounts.
I had soured on Odoo and started trying Zoho because it seemed like maybe my dual reporting needs would be better supported there. But I don't much care. In the end both platforms cost similar.
Basically I need someone to:
- help me pick which platform to use
- set me up with a framework for how to track expenses and revenue, and how to run the reports I need
- walk me through a few transactions
Consideration will go first to anyone familiar with one or both of Odoo or Zoho, and those with knowledge of Colorado rules as that is where all my activities are based.
Apply Now
Apply Now