Recently I was asked to setup and train someone for QuickBooks. When I went out for the consultation I realized that the client was downloading transaction from the bank and then coding them incorrectly. For more information about downloading from the bank see “Online Banking and Your Accounting… read more →
Recently I have had many clients asking me about online banking. I don’t mean accessing your information via a web portal, but rather downloading their bank and credit card statements into their accounting software. As such, I thought I would address some of the biggest concerns and shed… read more →
It seems like every time I turn around, I hear about a new accounting software solution hitting the market and making news. As such, I thought I would take a moment and discuss some common criteria to evaluate when choosing the right product for your company. After careful… read more →
I have encountered this question many times in the past. Most small businesses don’t have the funds to spend on a large custom built website so they often opt for a ready-made package or some sort of do it yourself package. This is a huge mistake because these… read more →