Features

While you do not need to do a full personality analysis of your clients, it is important to understand how to most effectively communicate with them. And your personality type heavily impacts your communication and information retention styles. Read more

People & Business

For small to mid-size companies, automation was unattainable pre-2006. If you wanted to streamline specific processes, you had to install a clunky and complicated solution that, typically, only large companies could afford. Saas has changed the game. Read more

Practice Management

Sage has released what it touts as the FIRST AI-Powered time entry system built into an ERP System. The time entry system was designed to help professional service organizations reduce "revenue leakage" by intelligently tracking billable time. Read more

General Ledger

Believe it or not, there are alternative SMB accounting software platforms, and we strive to cover them. That's why it's time to take a 'Second Look' at Xero... so much has changed since our first look long ago. Read more

General Ledger

OnPay's customizable reports help businesses make better-informed decisions. Read more

Vendor Corner

There’s a saying that a crisis is a terrible thing to waste. What it actually represents is an opportunity–and the space–for change that normally isn’t available. Read more

People & Business

Invoiced and ChartMogul, leading A/R and subscription analytics companies, have today announced a New Partnership and Integration for Automated Subscription-to-Cash Management and Measurement. Read more

People & Business

Modern CFOs and financial leaders are now evaluating their contingency plans and adjusting them for the potential impact of uncertainty—allocating the right resources to the right places without stifling opportunity. How are they doing that? Read more

Payroll & Merchant Services

This article on 'Data Level Permissions' is one in a series of 'Enterprise' product features expanding on the summary content within our QuickBooks Enterprise (v21) product synopsis. Read more

General Ledger

Now that you’ve built rapport with your prospect and have shown them the value of working with you, it’s time to offer your partnership. But first, you need to be absolutely certain the relationship will be a good fit. Read more

People & Business

As the Cannabis industry grows for both medical and recreational use, the need for accounting, tax and bookkeeping services is growing as well. The regulatory issues remain formidable, leading to increased risk for those wishing to serve this space. Read more

People & Business

Release 8 of QuickBooks Enterprise v20 has given us a much needed enhancement to Advanced Inventory for those using Serial/Lot Tracking, the ability to make it 'Mandatory.' It's a glimpse of Enterprise v21 as well. Read more

General Ledger

This article on 'Automated Statements' is one in a series of individual product features expanding on the summary content within our QuickBooks Desktop 2021 product synopsis. Read more

General Ledger

Looking for something different, wanting to expand your offerings, needing to partner up to offer more opportunities to your clients? Xero has a Partner Program for you with all the 'perks', check it out! Read more

Vendor Corner

This article on 'Customer Groups' is one in a series of individual product features expanding on the summary content within our QuickBooks Desktop 2021 product synopsis. Read more

General Ledger

Intuit has just released QuickBooks for 2021, this article is our synopsis of the features found only in QuickBooks Enterprise and is a companion to our Summary of the QuickBooks Desktop Core features. Read more

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Intuit has just released QuickBooks 2021, this article is a synopsis of core features found in the product line, we have also published a companion summary of the QuickBooks Enterprise features. Read more

General Ledger

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