Whether you are performing work yourself or delegating to staff, managing workflow for your practice is critical.
When we talk about workflow, we’re talking about a defined sequence of tasks that … [Read More…]
If you’re an accountant who wants to grow your practice with online clients, now is the time to figure out creative ways to do this. After all, you’re competing with … [Read More…]
As working in the cloud becomes the common choice for QuickBooks’® users, so will the process of converting from desktop software to the cloud become common-place for QuickBooks consultants. Migrating … [Read More…]
If tax practitioners haven’t done so already, they should get up to speed on the three new source documents (Forms 1095-A, 1095-B and 1095-C), new tax forms (Forms 8962 and … [Read More…]
A global technological phenomenon called Bitcoin has spread all over the news and media ever since its inception in 2009. This digital technology is a trading platform and payment system … [Read More…]
This week, an iconic financial institution’s data breach made the news and piqued our interest. This is noteworthy when you consider that the Identity Theft Resource Center’s data breach report … [Read More…]
Missing or defective exemption certificates are one of the leading causes of inflated sales tax audit assessments. And, this problem seems to be growing every year. The reasons are varied, … [Read More…]
QuickBooks handles Inventory in a variety of ways. Full disclosure requires manipulation of the chart of accounts and the report module.
Hot Tip: Keep your inventory systems separate to ensure a clean year end report from your accountant! Continuity of opening, purchases, less ending inventory is necessary to report Cost of Goods Sold.
We are in the middle of a massive paradigm shift, where accounting firms are reinserting themselves into the middle of our clients’ bookkeeping processes. Technologies that streamline workflow and automate … [Read More…]
Exciting news about the innovations we have planned for your practice to help you save time and grow!
In a prior email, our General Manager, CeCe Morken, outlined 3 focus areas … [Read More…]