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Why we DON’T recommend QuickBooks Online – PART 2

By Anna Masker In standard10th March, 2017 Why we DON’T recommend QuickBooks Online – PART 2

We often get asked if we recommend QuickBooks Online (QBO).  In many cases we say no.    In our last post, we talked about how QBO lacks many important features for growing businesses using their financial system for both analysis and keeping control over their finances.     In addition to not handling job costing and

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Why we don’t recommend QuickBooks Online – PART 1

By Anna Masker In standard2nd March, 2017 Why we don’t recommend QuickBooks Online – PART 1

QuickBooks Online. It’s beautiful concept: your financials at your fingertips. It’s mobile. It’s sleek. …but we don’t recommend it for our clients. Here’s the thing… once you pull back the curtain on the mega-marketing campaign that Intuit is putting against QuickBooks Online (QBO), you’ll find a software that falls short on important features. Do we wish we could

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Are you missing revenue opportunities?

By Anna Masker In standard3rd February, 2017 Are you missing revenue opportunities?

I was running into the grocery store to “pick up a few things.”  I bypassed the carts and picked up a hand basket and headed in, armed with my small list of 5 items. Fifteen minutes later, my “few things” turned into an overflowing basket that weighed 30 pounds. As I stood in the aisle

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Just leave it, PLEASE!

By Anna Masker In standard26th January, 2017 Just leave it, PLEASE!

We’re taking my dog to classes so she can become a certified therapy dog. One of the commands we are working on is “Leave it.” It’s where she needs to be able to ignore distractions from her “work.”  The other day I was taking her for a walk and a rabbit ran right in front

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“What?! You’re leaving?!”

By Anna Masker In standard20th January, 2017 “What?! You’re leaving?!”

The business owner on the other end of the line still sounded shell shocked. His bookkeeper had just walked into his office to announce she was quitting. He was calling us for some emergency transition help. Like many small businesses, this woman ran his whole back office operation. She managed cash, she paid the bills,

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Getting butts in seats

By Anna Masker In standard12th January, 2017 Getting butts in seats

“Sooo busy…” “Swamped” “Crazy.”   Ask any entrepreneur how things are going, and rarely will you hear a zen response like ” I have peace and balance in my life, and am fully fulfilled.”  Rather, you’d likely hear one of the responses above.    In the tumult of daily business life we are often running…

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WHEW!!

By Anna Masker In standard4th January, 2017 WHEW!!

Whew! Whether you are breathing a sigh of relief that you can put a dismal 2016 behind you or breathing a sigh of gratitude for the break the holidays provided from your record-breaking year, the start of the new year is a good time to pause and reflect on the good and the bad of the previous

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The Learnings are in the Gaps

By Anna Masker In standard16th December, 2016 The Learnings are in the Gaps

“The learnings are in the gaps!”  I exclaimed. My team looked puzzled.  We were having an internal meeting, talking about how to explain to the client the value of (and the difference between) P&L Projections and a Business Plan.  We get it.  To us, it’s a no-brainer, a slam-dunk, a need-to-have-to-run-your-business, type of investment.  But,

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Another November Surprise: Federal Court Blocks New Overtime Rule From Going Into Effect

By Anna Masker In standard9th December, 2016 Another November Surprise: Federal Court Blocks New Overtime Rule From Going Into Effect

This week we’ve asked Lisa Fried-Grodin, an attorney with Meyers Fried-Grodin LLP to be our guest blogger and give us some insights into the changing situation with the new overtime laws. Another November Surprise: Federal Court Blocks New Overtime Rule From Going Into Effect By Lisa I. Fried-Grodin Today, the United States District Court for

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Bye-Bye Bookkeeper, Your Job is Becoming Obsolete

By Anna Masker In standard30th November, 2016 Bye-Bye Bookkeeper, Your Job is Becoming Obsolete

I’m just going to say, I’m glad we offer advisory and other services outside of bookkeeping, because if I were a straight-up bookkeeper today, I’d be seriously concerned about my job. That’s the message I took away from a recent accounting conference I attended after first-hand discussions with various technology providers exhibiting. Technology is making

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