A Bad QuickBooks Setup is Costing You Money With more than 7 million users globally, QuickBooks is easily one of the top accounting solutions for SMBs. While the platform markets itself as user-friendly and easy to use, the setup can be quite complicated. Sure, you can use the default settings, but those settings may not […]
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The Do’s and Don’ts of Using ChatGPT for Accounting ChatGPT for accounting, or finance, is being used 32% of the time for factual and how-to guidance. For data transformation and brainstorming “what-if” scenarios, LLMs are great tools. But there is a list of do’s and don’ts that every business owner should read. You may “think”
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The Role of Bank Reconciliation in Protecting Your Law Practice Running a law practice requires more than winning cases and serving clients well. It also requires careful stewardship of client funds, accurate financial records, and the ability to withstand scrutiny from regulators, auditors, and bar associations. One of the most important yet often underestimated
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Gusto vs Rippling: Which One is Right for Your Payroll? Payroll isn’t just about paying people. It’s the heartbeat of your business. That’s why it’s so crucial to use a payroll solution you can rely on; a solution that gives your business freedom to grow. While there are several solutions out there, we typically recommend
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Using Rippling for Payroll: A Practical Guide for Small to Mid-Size Companies Payroll is one of those business functions that’s essential, sensitive, and sometimes, a little dread inducing. Mistakes cost money, missed filings invite penalties, and manual processes waste hours. Rippling is an all-in-one workforce platform that collapses HR, payroll, benefits, and even IT into
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Migrating to Intuit Enterprise Suite: What to Expect In our last blog post, we introduced what Intuit Enterprise Suite (IES) is. This post focuses on the journey: how companies are moving to it, where it’s delivering the most value, and what questions to ask before diving in. Why Companies Are Moving to IES Early
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Leveraging Expensify to Optimize Remote Work Expenses At least 20% of U.S. workers are working remotely. While the work-from-home (WFH) movement has many perks, it also brings risks, especially when it comes to remote work expenses. Optimizing your current setup can help you stay compliant and maintain visibility and control over decentralized spending in your
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Recurring revenue is the lifeblood of subscription-based businesses. Whether you’re running a SaaS company, a membership program, or a service with monthly retainers, predictable income brings stability and growth potential. But recurring revenue also requires careful tracking, accurate forecasting, and streamlined billing processes. QuickBooks Online (QBO) offers the tools to handle subscription billing effectively, helping
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After reconciling your bank, credit card, Accounts Receivable, and Accounts Payable balances, you might think your Balance Sheet is finally wrapped up. But if your company tracks inventory, there’s another critical step before you can close the books: Reviewing Inventory in QuickBooks Online. Inventory is one of the trickiest areas of accounting. It affects not
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Once the bank and credit card accounts are reconciled, many people think the hard work is done. But if you stop there, you could still be leaving big gaps in your financial records. Reconciling the bank is only the beginning of closing the books. The next step in your checklist is to work through the
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