Tired of doing all of your accounting work? We can take on some of your tasks through limited access to your QuickBooks file.

By |2024-03-08T09:11:55-05:00March 11th, 2024|Accounting and Auditing, Business, QuickBooks Tips|

Adding an employee? QuickBooks allows you to control his or her access to the software. Here’s how.  We’ve talked before about how to keep your QuickBooks data safe from hackers, and we hope you’re still following best practices for data security. But how do you ensure the safety of your critical accounting information when you [...]

Comments Off on Tired of doing all of your accounting work? We can take on some of your tasks through limited access to your QuickBooks file.

Customers paying late? Encourage faster payment using QuickBooks. Finance charges are one possibility.

By |2024-02-02T16:15:54-05:00February 10th, 2024|Accounting and Auditing, Business, QuickBooks Tips|

Customers Paying Late? Consider Finance Charges  Are your receivables out of control? QuickBooks can help you assess finance charges. Now that we’re past the holidays and you’ve had January to catch up on the December work that didn’t get done, how’s your financial workflow? Are you caught up on bills and invoices? You may be, [...]

Comments Off on Customers paying late? Encourage faster payment using QuickBooks. Finance charges are one possibility.

Start 2024 off right: Run payables and receivables reports in QuickBooks to put 2023 in the books.

By |2024-02-02T16:15:31-05:00February 2nd, 2024|Accounting and Auditing, Business, QuickBooks Tips|

5 Ways to Get QuickBooks Ready for 2024 It’s hard to start fresh in 2024 when you still have 2023 tasks to do. Here are some ways to catch up on your accounting in QuickBooks. January’s tough. The holidays are over. Tax forms are starting to trickle in. You probably have a whole lot of [...]

Comments Off on Start 2024 off right: Run payables and receivables reports in QuickBooks to put 2023 in the books.

Do your tax strategies need a refresh? The best tax planning strategies for you will evolve as your situation changes, whether due to life events, economic developments or new tax laws.

By |2023-12-21T11:13:52-05:00December 21st, 2023|Accounting and Auditing, Business, Estate planning, Taxation|

As the year draws to a close, it is important to assess your financial situation and consider strategies to optimize your tax position for the upcoming tax season.  This year-end tax planning guide serves to help you make informed decisions that can positively impact your tax liability. Year-End Tax Planning Steps: Individual Planning: Take a [...]

Comments Off on Do your tax strategies need a refresh? The best tax planning strategies for you will evolve as your situation changes, whether due to life events, economic developments or new tax laws.

Are you avoiding creating a budget because it hasn’t worked for you before? We can walk you through QuickBooks’ tools.

By |2023-11-20T09:53:36-05:00December 4th, 2023|Accounting and Auditing, Business, QuickBooks Tips, Taxation|

10 Tips for Better Budgeting… …and how QuickBooks can improve your chances of budget success Budgets are hard to maintain through the best of times let alone the last three years. First there was COVID. Then supply chain issues. Then a disastrous rise in inflation. If you’ve been trying to stick to a budget through [...]

Comments Off on Are you avoiding creating a budget because it hasn’t worked for you before? We can walk you through QuickBooks’ tools.

FOLLOW IRS RULES TO NAIL DOWN A CHARITABLE TAX DEDUCTION

By |2023-10-26T09:28:53-04:00November 27th, 2023|Accounting and Auditing, Business, Taxation|

Donating cash and property to your favorite charity is beneficial to the charity, but also to you in the form of a tax deduction.  However, to be deductible your donation must meet certain IRS criteria. First, the charity you’re donating to must be a qualified charitable organization, with tax-exempt status.  A tool on the IRS [...]

Comments Off on FOLLOW IRS RULES TO NAIL DOWN A CHARITABLE TAX DEDUCTION
Go to Top