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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QuickBooks Tip: Working the Bank Feed 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
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The case for going paperless 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
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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
QuickBooks Tip: Receipt Capture It is important to keep supporting documentation on the use of a company’s funds, whether funds are spent via cash, company check, wire, ACH or company credit card. Many businesses use a company credit card for making purchases because of the ease of making payment. Recording the purchase activity on credit cards
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Approving Bills With Bill.com Approval Process Last week we spotlighted one of our favorite apps for online bill pay to vendors – Bill.com. We showed you their new interface along with this checklist with step-by-step instructions for users approving bills. Let’s take a closer look. Our experts can automate your bill pay process. Schedule a
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Bill.com’s New Interface (1 of 2) You’ve heard us preach about the benefits of paying vendors by using online bill pay solutions. Bill.com is our favorite app for this. Over 3 million users process more than $60 billion in payments annually using Bill.com. This app allowed us to stop printing checks, obtaining signatures, stuffing envelopes,
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RAI wins top award! Last week we were awarded Top Client Accounting Services ProAdvisor by Insightful Accountant (IA). IA is an industry news organization. Their annual awards are announced each year at the Scaling New Heights accounting technology conference, an internationally-renowned, in-depth training conference for accountants and other small business advisors. The first year IA
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Brushing Up On Your Business: 5 Ways To Get Back To Your Patients Are you tired of facing an endless array of choices and making decisions without having all the proper business information? As a business owner, are you stressed out and is this “doing it all yourself” getting old? Are you frustrated because you
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QuickBooks Online celebrates milestone Intuit recently announced that over 2 million companies worldwide use QuickBooks Online (QBO). These businesses use QBO to gain critical business insights and make the task of recording financial activity easier. To improve their results and experience, 600,000 of them are connected to accountants and bookkeepers, making it easier to collaborate
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