Tax Guru – Ker$tetter Letter

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Posted by taxguru on February 28, 2003

QuickBooks Is Mandatory

People seem to think we are kidding about our explicitly stated requirement that all clients have their records on QuickBooks. We have been receiving a lot of inquiries from people who want us to take them on as clients, who we have to turn away because they are unwilling to set their info up on QuickBooks. What’s been frustrating is that many of the inquiries are referrals from existing clients who are well aware of our QuickBooks requirement.

We just want to make sure that there is no misunderstanding about how serious we are regarding the importance of QuickBooks for new and existing clients. We have even been dropping several very long term clients who feel it is too much hassle; so we are not just picking on new people.

We are determined to provide the best service possible, as efficiently as possible, and have decided that the high level of quality in which we pride ourselves is not achievable with the classic “shoe-box” and other kinds of sloppy bookkeeping that most people use. I am very confident that once people get up to speed on QuickBooks and learn how to use it in place of their normal checkbook, they will wonder how they could have survived without it. It will also make tax and financial planning tasks amazingly easier and quicker to accomplish, with a much higher degree of accuracy.

In spite of what many people have claimed, this isn’t just to please me. Having everything on QuickBooks is a smart move regardless who prepares your tax return and definitely if you do your own. In addition, if you apply for a loan or need to review how your finances are doing, you will be able to appreciate being able to produce up to the moment financial statements in a matter of a few minutes, rather than the several weeks or months after the fact that is normally the case. It is also the most widely used and supported accounting software; so finding someone to help with it is easier than with any other program in the world. Contrary to how many other tax practitioners operate, we do not want to keep clients captive to our systems or ways of doing things. We try to make them as self sufficient and flexible as possible.

KMK

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