QuickBooks Desktop Products - QuickBooks Desktop Manager
This article on 'QuickBooks Desktop Manager' is an expanded product feature within our series on the QuickBooks 2021 Desktop product line-up. Read more
Features
Making Your Case: The Four Es of Payment Automation
There are plenty of reasons why it makes sense to stop writing checks, but we've narrowed it down to four. These "Four Es of Going Electronic" make up a compelling business case for payment automation adoption. Read more
Personality Types in Business
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
The Future Is Cloud-First
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
Sage Intelligent Time Released
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
Software Second Look: Xero
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
OnPay’s new payroll Report Designer gives small businesses powerful insights into their operations
OnPay's customizable reports help businesses make better-informed decisions. Read more
5 reasons you need a crisis to drive transformation
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
Invoiced and ChartMogul Announce New Partnership and Integration
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
5 Guiding Principles of Navigating Accounts Payable
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
QuickBooks Enterprise (v21) - Data Level Permissions
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
Ask Your Prospects the Right Questions: Offering Partnership
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
Accountants and the Cannabis Industry—Weeding Through the Risks for a Cannabis Client
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
QuickBooks Enterprise - 'New' Mandatory Serial/Lot Number Tracking Option
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
QuickBooks 2021 Desktop - Automated Statements
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
ADVISOR ALLIANCE: Xero
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
QuickBooks 2021 Desktop - Create Customer Groups
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
Summary of QuickBooks Enterprise v21 (2021)
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
Summary of QuickBooks 2021 Desktop 'Core' Features
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
