Blog | Kathy Rollinger Consulting LLC - QuickBooks ProAdvisor - Quickbooks Consulting and Training - Managed Cloud Accounting - Payroll

GPS to Success Launch Event

September 8, 2018 By Rollinger Consulting

What was your vision for your business when you started out?

Was it working more hours?
Less family time?
Working more hours and getting paid less?

Of course it wasn’t but maybe that is your reality….

GPS to Success is about

Defining your vision and making a plan to achieve the success you desire.
Accountability to yourself for achieving that success.
Business growth, networking, peer feedback and input.
Enhancing business acumen

Join us to find out how to get started on the journey to unbelievable success!

WSHS Foundations in Personal Finance

August 7, 2018 By Rollinger Consulting

When I went to Winona Senior High, (WSHS) I elected to take a personal money management class taught by Mr. Dave Mertes. That class gave me a solid foundation for my future finances and it’s important to me to pay it forward. At Kathy Rollinger Consulting LLC we strongly believe in investing in our community, and we know that the younger generations are our greatest assets. That’s why we’re thrilled to sponsor the industry’s leading personal finance curriculum, Dave Ramsey’s Foundations in Personal Finance. We’re providing it free of charge to Winona Senior High School students this upcoming school year. If you have a student at WSHS, make sure they register for this course!

We joined forces with Dave Ramsey, one of America’s most well-known financial experts. This reflects Kathy Rollinger Consulting, LLC’s mission to serve as a leader in our communities. Learn more about this partnership by clicking here

According to CNBC 78% of full time workers are living paycheck to paycheck. This is exactly why it is so crucial to empower our next generation with financial education. According to US News World Report a global survey published in 2017 found 1 in 5 American teens lacked basic financial literacy skills. Without understanding how key concepts such as credit, debt and interest works it can be difficult to make smart money management decisions.

As an extra bonus, WSHS students will also be exposed to Foundations in Entrepreneurship. At Kathy Rollinger Consulting we work with small businesses in our local community providing financial and educational training for all aspects of managing and growing a business. We utilize cloud technology to connect with our clients for QuickBooks support, bookkeeping, payroll and tax planning. We work with them to review their financial dashboard and help them create a solid foundation for profit improvements, growth and cash flow management.

What is your business dream?

July 9, 2018 By Rollinger Consulting

What is your business dream?

At Kathy Rollinger Consulting we’re in the business of providing you the services you need to achieve your dreams.

It’s easy to become so busy that you forget your initial dreams. What did you want to achieve when you set out in business? Are you getting there, or is it just a daily grind?

We know you have a lot of choices when it comes to accounting services. And we know that almost every business owner really wants someone who will help you understand your financial information, not just pay for compliance work.

We offer the following for you:

Payroll Services
Managed Bookkeeping
Tax Return Preparation and PLANNING
QuickBooks Classes
QuickBooks Individualized Training
Workflow System and Design Optimization
Goal Setting/Profit Improvement Plans

Give us a call now to book your Free 1 hour consultation with Kathy

Must mention code DREAM when booking

Even If You Don’t Work With Us….

We’re confident that even if you decide not to work with us, you’ll still get value from our business review meeting. If you don’t know fully understand where your business finances are, it’s going to be hard to know where you want to go. We are here to help you with the financial side of your business and can guide you to financial success.

Firm of the Future Profile: Kathy Rollinger Consulting LLC

April 20, 2018 By Rollinger Consulting

Firm of the Future profile series about thriving firms who are benefitting from the cloud and QuickBooks® Online Accountant (QBOA) to better serve clients and find new revenue opportunities.

View online article here.

Mindy King: Kathy, tell us about your accounting and/or tax practice.

KR: We offer bookkeeping, payroll and tax services on the compliance side. We are also QuickBooks experts so our clients don’t have to be, specializing in QuickBooks cleanup and training. Clients are great at what they do, but when it comes to the financial aspect of their business, they don’t know what they don’t know. That’s where we come in. This quote comes to mind: “Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime.” We strive to educate our clients on why keeping good books is so important, and then work with them on how to use those numbers to achieve their dreams. Teamwork makes the dream work, and my team includes the client, Intuit® and our firm.

Our firm is Intuit-centric, as it offers us the best integrations for our clients’ needs and provides us with the tools needed to help us manage all aspects of our clients’ business. We use Intuit Online Payroll for Accountants, TSheets by QuickBooks, QuickBooks Online (QBO) and now offer tax services with Intuit® ProConnect™ Tax Online.

MK: How long have you been using QBOA?

KR: I have been a QuickBooks ProAdvisor® since 2005, but shied away from QBO until two years ago after attending my first Scaling New Heights conference in the Bahamas, when I jumped right in and moved my firm’s books to QBOA.

MK: What convinced you to make the move to QBOA?

KR: I had created a very good “job” for myself, but it had stopped there, until being at that conference and seeing where our industry was heading. It was really an eye opener for me. I realized that I could be at the forefront of our industry by striving to be a Firm of the Future and grow beyond a firm of one. I can create a firm that will be worth selling.

MK: What are your goals for your practice this year?

KR: This year, I have taken the steps to become an enrolled agent so I can offer tax preparation and planning for my clients, as it will complete the circle of client prosperity.

MK: What’s your favorite away-from-the-office place to get work done?

KR: I usually don’t do client work away from the office; however, I do have a favorite coffee shop where I go to relax and work on my thoughts about my business. The networking is also great there.

MK: Where’s the craziest place you’ve done work for a client?

KR: I did process a payroll on the exhibit floor of QuickBooks Connect, but the craziest place was in the RV on our way to Niagara Falls last year!

MK: What’s your number one timesavings tip?

KR: The best time saving tip – using QBOA, I can switch between clients with just a click! No more backup and restore, or logging into a different site. This, alone, has helped my productivity tremendously! In January, I got so much work done using cloud-based apps … and then I had to deal with the desktop clients that were left on my to do list. And, man, that was painful and took so much longer. You can’t imagine it until you experience it.

MK: When you’re not working, what’s your favorite way to spend your time?

KR: I love to read and spend the summer camping, making memories with my family. I also have a newfound passion for travel.

MK: What advice do you have for peers that are still on desktop?

KR: I couldn’t promote QBO without using it, so the first thing I did was move my firm books to QBOA. Next step, select a minimum of five clients that would be a good fit for QBO and work towards moving them over. Get QBO certified and then go for the advanced certification – Intuit has awesome trainers. Since QBO is constantly changing and adding new features, sign up for the monthly QBO In the Know webinars. Yes, there is a learning curve, but there was with desktop when you first learned it!

Do you love being a bookkeeper? Are you looking for a great place to do what you love?

September 21, 2017 By Rollinger Consulting

Kathy Rollinger Consulting LLC is an outsourced bookkeeping firm, offering services to small sized businesses. We LOVE QuickBooks. We are Intuit centric, technology driven and love to “app-ify” the process. We work to educate, help to integrate and utilize QuickBooks software and its compatible 3rd party applications. Our accounting knowledge and QuickBooks expertise results in accurate real-time financial information which we leverage to help our client’s grow.

We want to meet you, if you:
• Take pride in the quality of your work
• Detail oriented and self-motivated
• Want to build on your skill set, and enjoy learning new things
• Love to have a positive impact on people
• Are great with technology – even a bit of a geek!
• Value being trusted to take on responsibility
• Enjoy helping your team members win and be successful
• Are a clear communicator, both orally and in writing
• Are cheerful, upbeat and positive with an optimistic, can-do, supportive attitude

You’ll want to meet us, if you are looking for:
• A workplace that is organized, established, growing and fun
• A company that stakes its reputation on the quality of its work
• A variety of challenging work and the ability to learn and grow
• A career where you are appreciated by both your employer AND clients
• A team that prides itself on being friendly, professional and respectful
• Opportunity to grow your skillset, abilities and capacity
• A work environment and position that you look forward to every day

Here’s what you will be doing as our Rock Star of Bookkeeping and Admin:
• Client’s accounts payable, receivables and monthly reconciliations
• Client’s payroll and sales tax processing
• Responsible for successful and on-time delivery of projects
• Ensuring our client communication goes out consistently
• Proposals, engagement letters, scanning, checklist and workflow documentation
• Editing our training manuals
• Set up / tear down of our presentations / workshops / classes / events
• Have fun and gets LOTS done every day!

So, what’s next? If we sound interesting to you, email your resume to jobs@rollingerconsulting.com we’d love to hear from you! Part-time and full time opportunities available. Pay is competitive and will be based on successful candidate’s skills/abilities and experience.