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How To: Export QuickBooks Online Data

How To: Export QuickBooks Online Data

Having trouble migrating your data from QuickBooks Online to QuickBooks Desktop? QuickBooks now has three options for you to complete the process: Option 1 - Use the QuickBooks Desktop Migration Tool If you’re a QuickBooks ProAdvisor, there is a new QuickBooks Desktop...

Zapier…What is all the buzz about?

Zapier…What is all the buzz about?

You may have noticed that I've been talking A LOT about Zapier lately, and you’re probably wondering, what is all the buzz about? Imagine this: you send a new client a Google Form to gather their information. They complete and submit the form and the following tasks...

Building Trust With Clients

Building Trust With Clients

Building trust and cultivating meaningful relationships is essential to building a loyal client base and fruitful practice. As accountants, we already have a leg up due to the very nature of our profession. In history and culture, accountants are generally seen as...

Should You Appoint an Outsourced CFO?

Should You Appoint an Outsourced CFO?

If you are reading this, you’re likely a small-to-medium sized company that is undergoing rapid growth. At this point in your journey, you acknowledge the need for C-suite level financial guidance. But how do you plan for expansion when money is tight? And how can you...

Business Housekeeping Tasks 2021

Business Housekeeping Tasks 2021

It’s 2021 and another year is just beginning! Most of us spend the first few days of the year reflecting on how things went last year and often think about ways we can improve and grow in the next 12 months. There is something about beginning a new year that...

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