Dual personalities

Unlike the majority of independent Sage Master Builder Certified Consultant companies, we work as a team of two separate and distinct individuals. My experience is that of the full charge bookkeeper.

I understand the enormous task of running a one-woman(man)-office. I have kept many companies' accounting books on various systems over the years, starting pre-computer days with hand written 3-ring binder journals. As a CPA's inhouse bookkeeper, I was responsible for the small client bookkeeping service. All taxes, payrolls, standard filing requirements and monthly/quarterly/yearly accounting reports were completed by me.

When I train new users or exchange tips with non-newbies, my suggestions are also from actual experience typing into Master Builder on a daily basis these past 9 years. We use Master Builder to operate our own company. We have scaled down its great potential to fit our needs. I ease my daily typing entry by using its ability to fully integrate into its entire system from one saved record.

Having spent many hours over the past years researching other peoples' mistakes, one of my common pieces of advice is to use the note writing feature available in most of the screens. Leaving a trail of information for the future to understand why something was handled in a different fashion this one time can be an enormous help.