Three Ways to Manage Your Books

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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…

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Choosing the right Accounting Software System

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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,…

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