4 MIN READ So you’ve got your books set up, perhaps in one of our Set-up & Training Workshops, now what? Keeping your books clean and up to date is important, especially in the...
5 MIN READ Take a step back and remember your younger self in high school or even college. Get out your notes because this is your first day of accounting class! But don’t...
4 MIN READ Tax season is here, and advisors are starting to take a more detailed look at their books in preparation for filing and sending financial statements to their tax...
5 MIN READ In the busy world of firm ownership, shouldering a full plate of responsibilities can often feel like part of the job description. From following up with clients, to...
5 MIN READ Having a cape-wearing, ever-available CPA on speed dial is the stuff of most business owners’ dreams. Unfortunately, number-savvy superheroes aren’t always this...
3 MIN READ With 2020 officially in the rearview mirror (see ya never!) and our sights set on 2021, it's time to start thinking about fresh starts, new beginnings, and, of course,...
3 MIN READ We field a lot of questions from advisors about how to handle vendors in QuickBooks. We get it. There’s a lot to keep track of and you signed up to be a financial...
7 MIN READ Ask any advisor what they need more of and chances are they won’t say clients first—they’ll say time. While we’re incapable of offering you more than 24 hours in a day...
4 MIN READ Even during these unique times of social distancing, sharing can still be caring, at least for some transactions within your books. If it's not immediately obvious,...
3.5 MIN READ When new clients come to us with neglected books, the first thing we do is clean them up. This simply means we find mistakes—often the result of bad bookkeeping...