ProActive Bookkeeping Consultant
  • ProActive Bookkeeping Consultant, Owner

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  • Shareholder Basis & Debt Statement for 1040

    Shareholder Basis & Debt Statement now required for 1040 when there are distributions and/or loss.  I...

  • Sale of Sole-Prop Business

    I have a sole-prop client who sold their business in 2017 for a total of $75,000.00.  They and the buyer...

  • A portion of the self-employed insurance deduction from a 1095-A is flowing to the Schedule A (medical/dental expenses).

    Client files with a Schedule C and had health insurance through the Marketplace.  I updated the Form...

  • Client presentation not printing with custom client letter.

    For some odd reason, I can't get the client presentation to print if I uncheck the standard letter (choose...

  • Products and Services List Changes

    I have a client who had a service item going to a bank account instead of an income account.  I have...

  • Bill Expense Statement

    I have a client in the transportation industry.  I know with the customer side, there is a way to create a...

  • No bank account in QB

    I have a new client (sole proprietor) who has been using QB for 2 years.  They have never added the bank...

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