“We are a Manufacturing company and have been using Quick Books Online for approximately 12 months, so we were fairly conversant with the software. I contacted Direct Management regarding training in QBO so I could streamline the way I was recording information and asked for ways to help me improve my productivity. As I am not a bookkeeper, I have found it hard to ask for help when I didn’t know exactly what questions to ask and where my weaknesses lied. I was lucky enough to have the services of Diane Lucas, Director of Direct Management who not only answered the questions I had, but also stepped me through more efficient ways of entering and accessing information within QBO. Diane has an incredible depth of knowledge of QuickBooks. She explained things in a structured way that was easy to understand and worked at my pace. I felt confident after my training that I was using QBO to the best of my ability and feel comfortable as our business expands, using extra features within QBO. Direct Managements’ services have been great for our business and we have well and truly seen a return on our investment.”
I can’t recommend them highly enough. The advice and help they have given us has helped us grow to where we are today and have set up a lot of systems which have streamlined our business. Ryan was 3-4 days a week on invoicing, cashflow, cost tracking and timesheets and now he wouldn’t even spend 1 day a week as its all automated and the Direct Management team assist us as they do things much quicker than us. We also catch up once a month and use Diane’s experience to look ahead to the future and plan it out in detail. Hope they can help you’re out if your looking for some ways to make things easier.
“We have a small business and need to integrate multiple income streams in multiple currencies with our accounting software. Prior to finding Diane, we had contracted several other book keepers who claimed to be proficient with QBO however they turned our QBO account into unsalvagable turmoil. When I found Diane she quickly assisted me in setting up a seamless QBO file that integrates all of our data. Diane has mentored me to effectively use and maintain QBO and is always always patient and kind with my questions. As a result of the fabulous setup Diane completed with our QBO account, I am able to quickly login to QBO to maintain the account without any stress or fuss. We continue to meet with Diane quarterly to finalise all data for our BAS and each time I am building my knowledge. I highly recommend Diane to anyone looking for an expert in QBO. I no longer fear the end of the financial quarter and our accounting/book keeping has become seamless and efficient. Thank you Diane and Direct Management!”
“Diane and her team are fantastic. After trying to find someone in Adelaide to help take me through how to get the most out of Quickbooks, I stumbled on to Diane’s webpage. She was so prompt getting back to me and after a 4 hour online session, I started to really utilize QuickBooks and other programs that Diane told me about. Perhaps the best money I have spent in 2018 to really get me up to speed and confident that I can do all I need to. I would highly recommend using this company.”
“They help us set up Quickbooks from the ground and clean up all historic data. They answer day-to-day questions about Quickbooks, accounts, payroll and tax, and explain everything clearly which help us understand our business better. Highly recommended!!!”
Meeting our clients’ needs with integrity, knowledge and the highest level of professionalism is our focus. When we refer our clients to Direct Management (DM) for bookkeeping we do with absolute confidence and trust because the bookkeeping is quite simply beautiful and every client I have that they deal with has near perfect books which makes my job easier and means we honour our commitment to our clients.
We selected Diane Lucas, the Director of DM, because of her professionalism, knowledge and understanding of the accounting and technical sides that most bookkeepers don’t know about. I am definitely pleased we have partnered with DM. Their superior knowledge of QuickBooks (QB) gives them the ability to make sure files are presented in a way an accountant can access and fully appreciate the information.
Every client I have referred to DM loves her work and likes the way things are explained to them so they fully understand the processes and learn along the way. I particularly like the fact that when I refer a client DM gets onto it quickly and works with me to ensure we’re working together in the client’s best interests. Both hands know what they’re doing and that’s good for the client and the whole relationship because of the trust.
DM’s work saves me hours of work and therefore saves the clients a lot of money. As a CPA I couldn’t ask for more. DM’s worth their weight in gold.
Thanks for preparing a fine set of accounts. It makes life a lot easier at my end, and it is very much appreciated dealing with a bookkeeper with a high professional standard.
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