These last few weeks of the year are the perfect time to implement improvements in your business processes so you can start the new year on the right foot. Move to QuickBooks Online to leverage improved access and integration Automate data entry with bank feeds Go paperless with your bill pay process Take the hassle […]
$2 Tip 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
QuickBooks Connect 2019 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,
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Connecting Apps with Zapier 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
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Contemplating a Conversion to QuickBooks Online 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
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Workflow: Company Credit Cards 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
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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