Organizing Digital & Paper files for private practice

Hello!

I'm Laurie Ellison from Hudson Valley Bookkeeping, Inc. We specialize in Therapy Bookkeeping and QuickBooks consulting.

In this video I will show you how I organize my digital and paper documents.

❕Book a FREE 15 minute Consultation with Laurie❕
Click the link to Schedule🔽
https://hudson-valley-bookkeeping-inc...

Visit our website:
https://hvbookkeeping.com/mental-heal...
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FREE Downloadable Resources for You!
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✔Therapy Chart of Accounts:
https://mailchi.mp/85ede312648f/thera...
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If you have any QUESTIONS please feel free to:
Email me at📩 : [email protected]
Call me at📱 : (914)294-2316
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Do you have QUESTIONS or NEED guidance setting up your QuickBooks?
We do QuickBooks LESSONS on Zoom and tailored SERVICES!
🔽🔽
Schedule a FREE Consultation: https://hudson-valley-bookkeeping-inc...
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❕Check out our 2024 QuickBooks Online series for Mental Health Practices:❕

Part 1 2024 QuickBooks Online Setup for Mental Health Practices -    • Part 1   2024 QuickBooks Online Setup for ...  
Part 2 QuickBooks Online Setup Private Practice Therapy Chart Of Accounts Part 2
   • Part 2  QuickBooks Online Setup   Private ...  
Part 3 QuickBooks Online for Therapy Practices
   • Part 3 QuickBooks Online for Therapy Pract...  
Part 4 QuickBooks Online Understanding Chart of Accounts for Therapists Free Chart of Accounts
   • Part 4 QuickBooks Online   Understanding C...  


Use the link below to send me VIDEO REQUESTS: 🔽
https://us6.list-manage.com/survey?u=...

Happy Bookkeeping!

Time Stamps:

Coaching With Laurie ⬇
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How the Coaching Works:
Lessons have a minimum of one hour and a maximum of two hours. ⏰
Lessons are conducted via Zoom. 💻
The lesson will be recorded and sent to you for future reference. 📸
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Scheduling:
I always like to speak with the business owner before we meet, so I can fully understand his/her needs and concerns to make the most out of their QuickBooks lesson. If you are interested, please:
Email me at📩 : [email protected]
Call me at📱 : (914)294-2316
Book me: https://hudson-valley-bookkeeping-inc...
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Topics Covered But Not Limited To:
Guided Setup for your QuickBooks File
Chart of accounts specific to a therapy practice.
Learning the dos and don’ts of QuickBooks.
Picking the correct version of QuickBooks for your needs.
Guided QuickBooks Clean Up: 🧹
Fix the Balance sheet.
Clean up duplicate accounts.
Learn how to post in your own QuickBooks.
Learn how to reconcile your bank accounts and credit cards.
Tracking: 💲
Creating a chart of accounts appropriate for therapy practices.

Disclaimer: This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Hudson Valley Bookkeeping, Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Hudson Valley Bookkeeping, Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.