Running a business can feel overwhelming. To make things easier, we’ve curated a list of reliable resources—from hiring and entity formation to accounting software and tax portals—so you can access what you need, when you need it.
Over the last few years, many clients have asked me about bank downloads; the process of importing bank and credit card transactions directly into accounting software rather than entering and reconciling them manually. It’s a fair question, and worth looking at closely. Traditionally, reconciliation has always been a cornerstone of good accounting. We enter each…
Recently, I was asked to set up and train someone in QuickBooks. During the consultation, I noticed the client was downloading transactions from the bank and then coding them incorrectly. Before I could estimate the work they needed, I asked how they planned to use the software. When they asked what I meant, I explained…
It seems like every time I turn around, I hear about a new accounting software solution making news. With AI now enhancing many general ledger applications, the choices can feel overwhelming. To cut through the noise, I want to share six criteria every business should consider when choosing an accounting platform: accessibility, cost, features, security,…
