QuickBooks Online – Restricted User Payroll Permissions

In the past, there was no way to restrict QuickBooks Online users, including bookkeepers, from accessing payroll. This meant payroll details were available to be accessed, which potentially created liabilities for companies using QuickBooks...

Protecting your small business from natural disasters

According to the Federal Emergency Management Agency (FEMA), more than 40% of businesses never reopen after a disaster, and for those that do, only 29% were still operating after two years.  That is a sobering statistic...

Why You Need to Stop Using Checks

In the years after World War II, checks became ubiquitous. People used checks to pay for anything from their groceries to their vendors. A lot has changed since the 1950s – people use smartphones...

[Guide] Are You Ready for Your 2018 Budget?

If you haven’t already, it’s time to prep your business’ 2018 budget. While a variety of factors determine your business’ success or failure, your ability to create and stick to a budget is key...

ASU No. 2016-14: Do We Face it or Bury It?

Life is full of “face it or bury it” decisions. For example, a beloved family member has noticed that someone has consumed the last significant scoop of ice cream from the carton and left...

3 Hidden Ways Your Business Processes Could Be Poking Holes in Your Profits

The journey of a small business is the craziest, bumpiest, most amazing roller coaster ride anyone could ever invent. There are times when you’re at the top with your hands in the air laughing...

The 3 Powerful Tools for Solopreneur Accountants

For accountants and solo practitioners, it is absolutely key to leverage technology to help manage and run the practice. If you are in that boat, read on. Although there are countless options, here are three...

3 Questions to Ask Before Hiring an Accountant

There are many different types of accountants, all with varying degrees of knowledge and expertise. Without a good accountant, your business finances can turn into a huge mess — one that could cost you...
Accountant and Bookkeeper

Does your small business need an accountant or a bookkeeper?

What is the difference? Accountant and bookkeeper are job titles that are sometimes used interchangeably with each other, but they convey different job responsibilities and level of technical knowledge. Bookkeepers are the people that do...

3 Reasons Your CRM and Accounting Platforms Need to Communicate

Have you considered the benefits of software integrations? By merging platforms, your financial data could be next to your customer data. This would give you access to individual profiles that have data points and details that allow you and/or...
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