Recently a prospective client asked us about ‘job costing’ in QuickBooks (smart client). She was planning on buying the QuickBooks Premier Contractor (she’s in the interior design and remodeling business) and converting the existing accounting systems. Her plan is to primarily use QuickBooks for job costing and wanted recommendations that might help her transition smoothly. There is no better […]
A recent survey of 350 CFOs taken by Bill.com found that when CFOs automate their accounts-payable process in the cloud, the AP department cuts its work time by more than half, and slashes the cost per invoice by up to 70%. But surprisingly 73% of the respondents said they still use Excel spreadsheets to record and […]
No, you’ll never run out all of the Intuit QuickBooks functions and features… …. but here are some pointers on tools that extend QuickBooks’ usefulness – and save you time. Zero In On Key QuickBooks Report Figures You’ve undoubtedly created reports that were so lengthy that you got tired of scrolling up and down to […]
“The small-business market, unlike the mid- and enterprise markets, utilize the general services of public accountants in much greater volume and typically for more fundamental business services – such as business bookkeeping and daily process support,” writes Joanie Mann at her accounting technology blog. Bigger companies typically use their own financial departments and/or in-house […]
Recently we looked at a new client’s balance sheet and saw that there were way too many accounts that gave rise to issues based on our understanding about his company. We realized that he perhaps didn’t fully appreciate the importance of his balance sheet and how to read it. It is crucial as a business […]
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