Why we DON’T recommend QuickBooks Online – PART 2
By Anna Masker In standard10th March, 2017
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
Why we don’t recommend QuickBooks Online – PART 1
By Anna Masker In standard2nd March, 2017
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
Are you missing revenue opportunities?
By Anna Masker In standard3rd February, 2017
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
Just leave it, PLEASE!
By Anna Masker In standard26th January, 2017
One of the commands we are working on with my dog is “Leave it.” The other day I was taking her for a walk and a rabbit ran right in front of us, and as soon as I said “Leave it,” she wanted to chase it– quite the opposite of my well-intentioned command. Ironically, I
“What?! You’re leaving?!”
By Anna Masker In standard20th January, 2017
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,
Getting butts in seats
By Anna Masker In standard12th January, 2017
“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…
WHEW!!
By Anna Masker In standard4th January, 2017
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
The Learnings are in the Gaps
By Anna Masker In standard16th December, 2016
“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,
Another November Surprise: Federal Court Blocks New Overtime Rule From Going Into Effect
By Anna Masker In standard9th December, 2016
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
Bye-Bye Bookkeeper, Your Job is Becoming Obsolete
By Anna Masker In standard30th November, 2016
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