20/20: Seeing & Setting A Clear Budget in The New Year
If you are not going through an annual exercise to create a budget for your business, you may not be seeing the full picture of your business. While most business owners wait until the 4th quarter of the business’ fiscal year to create their budget, doing so can cost...
How to Stay Connected to Your Finances… Remotely
Staying in control of your business and finances even when you are not onsite is important to business owners. The summer is a time when you especially want to be able to take time off and not be at your desk 24-7. In order to do this as a business owner, you need to...
Is Your QuickBooks Due for an Upgrade?
What’s in an Upgrade? Do you need to plan for an upgrade with your QuickBooks Pro/Premier or Enterprise software? We encounter this question time and time again. If my QuickBooks Desktop Software is working, why would I upgrade? Frequently businesses would purchase...
Challenges When Using Excel To Run Your Business
While many businesses use excel as a starting point for running their business, and it is a great place to start if the only choice, there are many risks. Excel is not a long-term solution to be able to effectively run a growing business. Formula errors found in a...
Reaching Financial Success in 2019
What will make this year different than other years for my business? This is a question every business owner thinks about. By reviewing your historic information and looking forward you can set the stage for making this year one of your best ever, a financial...
8 Ways to Prepare for Year End Financials
Happy New Year! It’s that time of year when we find ourselves living in the past and the present and potentially the future. It is just the beginning of the New Year, yet we are thinking about what happened in the past year. Until we see and put together what has...
Living an Abundant Life
Thanksgiving and the start of the holiday season is a great time of year to reflect on all that we have to be thankful for. Fun celebrations abound at this time of year allowing me to focus on spending time with friends, loved ones, colleagues and clients. It is time...
Are you REALLY reconciling your bank accounts?
Business owners frequently tell us that they are “reconciling” their bank account because they are categorizing and matching transactions downloaded into the connected bank feed. While bank feeds have significantly reduced the amount of time a business has to spend...
The Concept of Internal Control
Internal control is a very special phrase in the accounting profession. Tactically, it’s the set of processes that help a company produce accurate data throughout the organization, follow reporting requirements and laws, and maintain consistency and accuracy in...
5 Ways to Make Your Business More Efficient
A great entrepreneur will always be on the lookout for ways to improve their business. Efficiency is a goal everyone wants to achieve when it comes to business because it can translate into less work and more profits. Here are five ways you and/or your staff can...