Tag Archives: accountant

Client Collaborator

There are some awesome new features in QuickBooks 2014. One of my favorites is the new Client Collaborator tool. Have you had a chance to experience this fantastic new way to make communication between accountant and client so much more … Continue reading

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Small Business Cash Flow Tips

Let’s talk business – small business cash flow, that is. Cash flow is the life blood of any business, no matter the size. The issue is that small businesses need to be more sensitive to their cash flow. With years … Continue reading

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Tax Accountant Follow-Up Time is Now

Tax Accountant Follow-Up Time is Now, not after first of the year! Now is the time for you to do your year end tax accountant follow-up so you still have time to be proactive for your business and yourself! Before … Continue reading

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QuickBooks Quick Tips – Understanding your Balance Sheet (part one)

To drive your business from a financially savvy perspective, it is imperative that you have an understanding of your financial reports. One of the main things that I do in my consulting service is to help entrepreneurs understand what their … Continue reading

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QuickBooks QuickTips – Credit Memos

QuickBooks QuickTips – Credit Memos Q: I need to enter a credit memo to record and document a customer refund. How do I do that? A: In your QuickBooks file go to Customers > Create Credit Memos/Refunds. Select the customer … Continue reading

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QuickBooks QuickTip – Changing Default ‘Deposit To’ Account

QuickBooks QuickTip – Changing Default ‘Deposit To’ Account Q. How do I change my default ‘Deposit To’ account? A. There are two ways to accomplish this: 1. Edit > Preferences choose the My Preferences tab and click on Checking in … Continue reading

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Review Your Financials

Review Your Financials – Right now is a great time to meet with your accountant or tax preparer to go over your financials.

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Are You Satisfied With Your Payroll Service?

Is it time to change your Payroll Service Provider? This is the time of the year to evaluate your payroll service, if you use an outside source. Or maybe you have been thinking of doing it inhouse? If you are … Continue reading

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Key Things to Do Before the End of the Year

To Do before End of the Year Before the end of the year gets here you need to have W-9s on file for all of your vendors (that are not corporations) and subcontractors.  What is a W-9? This is a W-9: … Continue reading

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QuickBooks® 2013 New User Interface Changes

QuickBooks 2013 Improvements You’ve been waiting to see what great new things are going to be in the new product – well here you go! QuickBooks® 2013 has been released, and it comes with a more user friendly interface! The … Continue reading

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