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RE: Small Business Plan - Book Keeping / Accounting

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I use Quickbooks for everything - expenses, timesheets, invoicing, etc. It 
has templates to help you setup and then you can customize. All types of 
reports can be printed or exported to excel.  For instance, every project 
is a new "Customer" and I have custom fields (fee, client type, type of 
services, project type, etc), so different reports can be generated.  I could 
 develop a QB report of all projects listing project name (Customer) and 
project type, export to excel, sort, and tell you every school I've worked 
on in the last 15 years in a couple minutes.

Good luck,

Bruce L. Davey, PE

Davey Associates Inc
1050 Main Street, Suite 32
PO Box 1424
East Greenwich, RI 02818
O: (401) 884-9790

-----Original Message-----
From: seaint-seaosc(--nospam--at) [mailto:seaint-seaosc(--nospam--at)] On 
Behalf Of T. William (Bill) Allen, S.E. Sent: Wednesday, September 17, 2014 
 8:03 PM To: seaint-seaosc(--nospam--at)
Subject: RE: [SEAINT-SEAOSC] Small Business Plan - Book Keeping / Accounting 

I recommend that you first find a bookkeeper or accountant that you feel 
comfortable with and then ask him/her what he/she wants you to keep track 
of and how. As far as the "how", I use Quicken Home and Business. I used 
Quickbooks in the past, but that was really more than I needed. However, one 
 nice thing I remember about Quickbooks is that they had templates set up 
for various businesses. Using those templates seem like it would be a quick 
and easy way to get started.

Also, I think you should look at Bill-Quick. Keeping track of your expenses 
 is one thing, but keeping track of your billable time is as important if 
not more important.

Good luck,

T. William (Bill) Allen, S.E. (CA 2607)
A L L E N   D E S I G N S
Consulting Structural Engineers
33171 Paseo Cerveza, Suite 221
San Juan Capistrano, CA 92675
V (949) 248-8588 • C (949) 374-1536

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