QuickBooks Enterprise

Accounting software shouldn’t be costly.  Neither should it be confusing.  Emphatically, QuickBooks Enterprise provides all the business tools.  Primarily, organize your books, track sales and better understand your business.  Secondarily, create customized reports.  Thirdly, use the intuitive interface.  Lastly, be up and running in no time.   As  a result, businesses can hire me, a certified QuickBooks Enterprise proadvisor.

QuickBooks Enterprise Features

Advanced inventory features allow QuickBooks Enterprise to match other software programs such as Netsuite and Sage.  Notably, these new features provide better job and standard costing.  Construction, manufacturing and retail businesses benefit from these new features.  Most importantly, construction companies can use QuickBooks Enterprise to do job costing.  Furthermore, they can use T Sheet geo and time tracking to enhance job costing.  Primarily, business can use standard time based cost based audit its job costing.

Form Driven

Accounting software such as NetSuite and Sage 100 work by periodic posting.  On the other hand, QuickBooks is form driven.  In addition, it’s one half to one third the price.  As stated above, QuickBooks requires less training.   In other words QuickBooks is simple to use.  Therefore, businesses can save accounting staff costs.  As a result even hire non-accountants.

QuickBooks Enterprise Widely used.

There are over 750,000 QuickBooks Enterprise software licenses.  In addition, there are millions of other QuickBooks users.  Most importantly, these users  are easy to find and hire.  So, they can be easily trained to use the software.  In other words, use non-accountants to run the system.  Competitors to QuickBooks Enterprise require periodic posting. This means hiring trained accounting staff.  So, QuickBooks Enterprise results in reduced accounting staff costs.

QuickBooks Enterprise offers far more capacity than Pro or Premier.

  • Six times more capacity.  Therefore, six times the ability to grow.
  • The ability to work in two company files at once.  Its easier for intercompany transactions.  Better security.  In other words, lock out sensitive payroll or bank data.
  • Greater than five users.

Get preferred pricing on  Intuit QuickBooks products and solutions.

Special pricing is avaialble.  This includes, T Sheets.

Productivity

Most importantly, get QuickBooks Enterprise setup for your business.  The right accounting system can help a business thrive.  Above all, businesses which document their process have a value four times as much as those who do not.

Synchronize

Intuit has its own QuickBooks Apps integration.  The result is the same functionality as most “ERP” Enterprise Resource Programs.  Whether it be a CRM software or T Sheets, you get you a “customized” ERP solution.  So, these apps feel the same as one system.

Certified QuickBooks ProAdvisor Desktop
QuickBooks Enterprise
David Weinstein

Features

A broad expertise of Intuit products gives me the ability to provide exceptional service.

Certified QuickBooks ProAdvisor Desktop

World-Class productivity

Whether you’re new to QuickBooks or upgrading your file, we can customize an implementation plan. In other words, tailored to your business.  My QuickBooks setup & implementation services are extensive.  Certainly, more than what Intuit provides for free. Primarily, I’ve been helping businesses succeed since 1995.  Secondarily, I’m hands on.  Lastly, I can work with bookkeepers, accountants, controllers and CFO’s.  In other words anybody in your organization.

Fast & Easy Work

I’m knowledgeable and friendly.  It’s not fun to work with an adviser you don’t like or worse is impatient.  Sometimes staff just needs to hear things more than once.

Furthermore, I create Lucid process mapping. Process mapping is a visual aide.  Visual aides help achieve success.

Create Result

I’m an MBA, a CPA and a Certified Fraud Examiner.  I’ve earned these accreditations because my clients need reviewed financial statements and business advice. I’m a fraud examiner because businesses need forensic accountants. In the age of Covid-19, you need to be able to expect the unexpected.

FAQ's Frequently Asked Questions

Do you offer bilingual bookkeeping services in English and Spanish?

Yes. We proudly provide bilingual bookkeeping and tax support for South Florida business owners who prefer to communicate in English or Spanish. Clear communication is key to accurate accounting, so you can discuss your financial goals confidently in the language you’re most comfortable with.

What is a Certified QuickBooks Enterprise Pro Advisor?

A Certified QuickBooks Enterprise Pro Advisor offers expert guidance on QuickBooks Enterprise, helping businesses streamline accounting, manage financial data, and optimize software features to fit unique needs.

What kind of training do you provide for QuickBooks Enterprise?

I provide personalized training on essential QuickBooks Enterprise functions, covering everything from setting up your accounts to generating detailed reports. This training ensures you and your team can confidently manage your financials.

How can QuickBooks Enterprise benefit my business?

QuickBooks Enterprise provides robust accounting tools for complex business needs. It handles high-volume transactions, advanced inventory management, and detailed reporting, helping you maintain precise financial records and make data-driven decisions.

How can QuickBooks Enterprise improve my business operations?

QuickBooks Enterprise streamlines complex financial processes, from inventory management to payroll, in one powerful platform. It reduces manual tasks, provides real-time financial insights, and supports better decision-making.  Furthermore, QuickBooks Enterprise offers industry-specific features for fields like manufacturing, retail, construction, and more. I ensure your setup includes tools that best suit your industry, simplifying workflows and reporting.

Will budgeting and forecasting improve my profitability?

Effective budgeting and forecasting give you control over expenses, making it easier to focus on revenue-generating activities. With accurate projections, you can make informed decisions that enhance profitability and support growth.

Software Selection

Firstly, I will go through a detailed checklist to determine which version of QuickBooks (Pro, Premier, Enterprise Solutions) will best suit the needs of your business.  Secondly, I determine the number of licenses required.  Thirdly, I’ll plan for any 3rd party applications.  Lastly, if any custom programming or integration is necessary, I will help you hire outside consultants.

System Design

Above all, It’s vital that your system is designed and set up properly.  A thorough needs analysis will generate a detailed system design.  In other words, a system which meets your immediate and long-term goals. Most importantly, its vital to optimize your system.  “KPI’s“, Key Performance Indicators, Financial Reports and Management Reports help make better strategic business decisions.  In other words create customized reports that can help your business succeed.

File Setup and Internal Controls

We’ll configure QuickBooks either on:

  1. Your local network
  2. A secure cloud hosted environment.

We’ll also set up your file based implementation plan. Specifically we’ll customize:

  1. The Chart of Accounts
  2. Lists
  3. Preferences
  4. Settings including:
    • Forms
    • Payroll Taxes,
    • Templates,
    • Inventory,
    • Memorize Reports,
    • Fixed Assets, and more.

Third Party and Custom Applications

I’ll determine if you’ll need a 3rd party app.  Furthermore, I will work with outside programmers if that is needed.    

Primarily, I’ll choose the setup settings for Advanced Inventory. Secondarily, I’ll choose the settings for the Reporting Add-On.   Any custom applications will be owned by you and built off of Intuit’s API.

Reporting and Automation

Most importantly, automating various data-entry tasks and generating reports is where you get the most efficiency.  I’ll show you how to generate reports, set-up automation, and / or build any custom reports you need. Above all, you’ll get the most out of your QuickBooks data.

Training and Knowledge Transfer

Lastly, we’ll make sure you are confident.  Every business and individual is different.  Therefore, I offer customizable QuickBooks training based on your needs and goals.  In other words, I tailor the training to meet your business.  I primarily, use Zoom.  However, I can use other remote systems such as Microsoft Team meeting. 

Reviews

Since 1995, David Weinstein has helped thousands of hundreds of clients with QuickBooks.

David Weinstein has been a tremendous asset to our company. He has completely overhauled our accounting system and guided us to increased profits by setting up new cost coding and job tracking reports. His knowledge of QuickBooks and professionalism have helped us rise to the next level. I just can’t say enough  Thanks!!!

Jerome Fokas

President, Select Basement Companies

From scratch, David setup our botique interior design firm with cost accounting and project management.  Any business who uses him will be well served.

Alexander Furman

President, Salisbury & Manus

No one likes to think about having to change accounting systems, particularly when you have been using the same system for over 20 years.  

David was with us, every step of the way.  He made sure all the kinks were taken care of before we went live.

Jason Villella

President , Direct Medical Supplies

QBD
QBO

Wow! David is an absolute master of numbers and helped me get my airbnb business started, quickbooks setup, and even advised me on every aspect of accounting and taxes for my new business. This is the first time i’ve worked with a CPA who I can actually call and get a quick answer from or categorize a charge as “ask my accountant” and he will categorize it properly. David has spent over 3 hours cumulatively on video calls with me to ensure I know how to properly run my new business and how to connect my bank accounts, run payroll, and properly book-keep. 10/10 recommend!!!

Javen Barber

Short Term Rental Host, Best Short Term Vacation Rentals

Current Blog

David Weinstein, MBA CPA CFE current musings.

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Located in the Galleria Mall, Fort Lauderdale

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David Weinstein MBA CPA CFE

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For inquiries or requests which require a more personal response, I will make every attempt to respond.

2598 E. Sunrise Blvd., Suite 2104, Fort Lauderdale, FL 33304

M-F: 8am-5pm, S-S: Closed

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