Why Bank Statement Reconciliation is Crucial
Here is a link to my January 2018 blog post on AccountingWeb.com which discusses the importance of reconciling monthly bank statements. It is not okay to skip this crucial bookkeeping task!...
Thoughts On Online Bill Pay for QuickBooks Online
Here is a link to my December 2017 blog post on AccountingWeb.com where I share my thoughts on the new Online Bill Pay feature in QBO, powered by Bill.com. It has some pros and cons, so weigh them all as you make your decision on whether or not to implement the...
Is a PEO Service Right for Your Clients?
One of my clients signed up with a PEO service earlier this year, so I decided to write something about. if you don't what that is, click the link! Here's a link to the article on AccountingWeb.com. Here's the manual link:...
Using Multicurrency in QBO
This topic was published on AccountingWeb.com in July 2017 as an Article, instead of a Blog post. You may need to create a login to read it, or just contact me directly for more information. Here is the manual link:...
QB Desktop Feature Impacting 1099 Reporting
Learn about an important QuickBooks Desktop software feature impacting 1099 reporting. This little tip may save you a lot of time!
Why I Don’t Like the QBO “Transfer” Feature
Learn more about using the "Transfer" feature in QuickBooks Online, and why it may not be the best choice.
An Open Letter to Independent Contractors
Are you an Independent Contractor? Then there are some rules you must follow! Here is the link to this blog post on AccountingWeb.com.
The Hidden “Gotchas” of Value-Based Pricing
Last year I posted an article on the “Top 10 Items to Include in a Service Agreement.” This article is a slight re-visit of that list - with a twist. As you may have noticed, Value-Based Pricing has been a buzz topic for some time now. Everyone is offering advice on...
To Certify or Not to Certify: Deciding if Certifications Are Right for You
Here’s a concern of mine: Craigslist ads seeking Office Managers where the small business owner lists ten to fifteen bullet points in the job description, and one bullet point is “Experience with QuickBooks.” Why would you hire an Office Manager to answer the phone,...
Disaster Recovery and the Cloud
Many of us are using the cloud in our practices in one way or another, but have we considered the cloud as part of our disaster recovery plan for accounting data files and client documents? Computers die, or worse can get lost or stolen. Office servers can be...