Nurturing Human Connection in the Remote Workplace
It is inevitable and increasingly apparent – times are changing. While the world around us feels strange and uncertain, with teams spread out and working virtually more than ever, it’s a critical time for leaders to get creative and focus on nurturing human connection...
Should You Hire a Bookkeeper? 8 Red Flags You Shouldn’t Ignore
It’s a common story…busy and hard-working small business owner tries to do the bookkeeping themselves only to end up in a mess when the tax deadline swiftly approaches. Most people start a business because they are good at something, whether it’s landscaping,...
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?
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 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?
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...
Paycheck Protection Program: Let’s Get Some Clarity
Feeling a little confused about the Paycheck Protection Program? With all the changes we’ve experienced in 2020, especially those that have affected our businesses, it can be difficult to keep track of the details. Read on to learn how the new legislation may impact...
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...
