Check fraud is a very real threat that can cripple a small business. 70% of organizations experienced check fraud last year. We’ve helped victims of it strengthen their security protocols. Common check fraud techniques include photocopying valid checks to deposit multiple times, creating fraudulent checks with stolen bank account information, and soaking stolen checks in […]
Intuit’s sixth annual QuickBooks Connect conference was a tangible example of delivering on their bold mission to Power Prosperity. It brought together thousands of business owners, accountants, and solution providers for three days under one roof. The main stage provided innovation from business leaders like Jennifer Hyman, founder of Rent the Runway, inspiration from actor-turned-venture-capitalist
QuickBooks Connect 2019 Read More »
There’s so much information circulating at our fingertips via social media, email and push notifications. I can’t possibly read all the articles I’m interested in and still get all my work done. When I see an article or website that I want to read when I don’t have time, I click the Zap extension on my
Connecting Apps with Zapier Read More »
QuickBooks is America’s most popular small business accounting software. Millions of businesses use either QuickBooks Desktop (install the program on your computer) or QuickBooks Online (log in from a browser). In recent years, QuickBooks Online has become the favorite for new businesses. With its anywhere-access and automatically-updated features, even existing businesses using QuickBooks Desktop are converting to QuickBooks Online. Our
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Businesses generally follow best practices for purchasing goods and services by using controls such as purchase orders, check requests, and approval for vendor bill payments. But what happens when they pay by credit card? Our experts can automate your company credit card process. Schedule a free consultation! Some businesses have one or two company credit
Workflow: Company Credit Cards Read More »
This is how we do things here In 2010, I created a workflow app. I didn’t know then that it would go so far. I simply started building what I needed – a way to set up tasks, assign them to clients and staff, and have them repeat at different intervals. I also needed every
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Automation is one of the pillars of our firm’s core focus. QuickBooks’ Banking screen delivers on AI with its quest for zero data entry. When you connect QuickBooks to your bank and credit card accounts, your data is imported so you don’t have to type it. Then you can use QuickBooks’ bank rules to automatically categorize and record the activity.
QuickBooks Tip: Working the Bank Feed Read More »
Paper documents are vulnerable. Paper is fragile and subject to damage through fire and flooding, and physical documents are easily stolen. Digital documents stored in the cloud, on the other hand, are secure and can be backed up to multiple different locations automatically. Paper documents also cost too much in labor — filing, searching for
The case for going paperless Read More »
Own the Future In addition to our regularly scheduled workload, our firm is intentional about also making time to learn and share. Intuit’s annual event for business owners, QuickBooks Connect (Nov 6-8), encourages us to learn without limits and invest in tomorrow…to own the future. 96% of business owners walk away from this event with new ideas and learnings
Over 5.6 million customers globally use QuickBooks Online (QBO). Keeping that data secure is a top priority for Intuit, the makers of QBO. QuickBooks Online automatically backs up your data with the same level of security used by banks and financial institutions. Whenever there are changes to your QBO data, it is saved in multiple
Time Travel is Here Read More »