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Monthly-Accounting-Checklist

Monthly Accounting Tasks Checklist

[vc_row][vc_column][vc_column_text]Solid bookkeeping practice is fundamental, but at times can be overwhelming, even for those in the accounting field. Keeping financial records up-to-date and accurate usually involves a variety of tasks. If you get behind, it can derail your whole financial system, not to mention impact your business. That’s why it’s critical...

New QuickBooks Online Essentials Plus Advanced Pricing Price Increase

QuickBooks Online Price Increase 2022 / 2023 | What You Need to Know

As you are already aware, things are constantly shifting in the vast world of Business and Accounting. Elements of products and services evolve along with the progression of the market and the needs of consumers. It is for this reason that Intuit is modifying QuickBooks Online pricing and transforming their discount program.

So, new QuickBooks Online Pricing and a new discount program… You are probably wondering, “How will this affect me?” Keep reading to learn more about what is changing, how this will this affect you, and how to benefit most from it.

If you currently pay for your subscription through Intuit, your prices were already Increased as of July 1, 2022. If you are being billed by Out of the Box Technology for your subscription, you will see the increase take effect September 1, 2022.

quickbooks-health-check-file-review-year-end-tax-preparation

What’s Included in a QuickBooks Health Check?

In this article, we will answer the most common and frequently asked question – what is a QuickBooks health check? We will also discuss the benefits and how to schedule one with us.

Time sure has flown by so far this year! It is hard to believe that we are already seven months into 2021! With passing the mid-year point and tax extensions deadlines fast approaching, many of our clients have been asking us important questions like, “How do I know my financials are up to date and what needs to be done to bring them current?” or “How can I improve my setup, workflows, and overall use to enhance QuickBooks to fit my business?”. Having the knowledge, best practices and most of all peace of mind in these areas have exponentially positive long-term effects for your business.

To address our common client’s needs, we start with providing a QuickBooks Health Check. At its core, it is designed to review your QuickBooks setup, financials, and overall health. In addition, a big element is that it is tailored to fit your specific business needs. This allows us to provide valuable insights and recommendations to serve as a catalyst to empower you with the knowledge to be successful regardless of if you are the owner, bookkeeper, financial controller, and/or operations manager.

weekly-accounting-checklist

Weekly Accounting Tasks Checklist

[vc_row][vc_column][vc_column_text]Solid bookkeeping practice is fundamental, but at times can be overwhelming, even for those in the accounting field. Keeping financial records up-to-date and accurate usually involves a variety of tasks. If you get behind, it can derail your whole financial system, not to mention impact your business. That’s why it’s critical...

construction-contractors-builders-project-job-quickbooks-desktop-enterprise

QuickBooks Desktop Enterprise: A Contractor’s Secret Weapon

Did you know that QuickBooks Desktop Enterprise can be a contractor’s secret weapon? Whether you’re a GC or Sub, QuickBooks Desktop Enterprise has the features you need to monitor progress on the job site and ensure on-time completion under budget.

We often encounter contractors using QuickBooks needing help setting up their solution to allow them to leverage critical contracting features. QuickBooks was created to make accounting easy for small-business owners without accounting experience, and solutions designed to cater to industries with very specific needs have since been implemented and are often underutilized. When set up and configured properly, using these contracting features can transform an ordinary QuickBooks application into a contractor accounting solution powerhouse!

The majority of our contracting clients that enlisted our services to set up their QuickBooks, train them on proper feature leveraging, and use these QuickBooks features reported better financial performance from their Project Managers, on average. Time savings from automation, improved job site visibility and project tracking, and faster approval processes are among the top benefits reported by our contracting clients.

Read on to learn more because we want to share how you can replicate this success within your organization!

Why QuickBooks Desktop Enterprise May Be Your Best Move

We recently published a post on our blog about why you should consider moving to QuickBooks Online or Online Advanced. If you read that article, you may be wondering why we mentioned upgrading to QuickBooks Desktop Enterprise in some cases. We mentioned QuickBooks Enterprise because, in some cases, Enterprise will still be your best solution based on your business needs. We realize in that article, much is not discussed in detail about knowing when Enterprise is right for you. So, we produced this article to help you determine why QuickBooks Desktop Enterprise may be your best move after all.

The name “Enterprise,” and what buyers typically think it implies, thwarts some decision-makers. Many business owners believe QuickBooks Enterprise is strictly for enterprises, and many of its abundant and powerful features are too robust and in excess of their current needs. Enterprise was actually designed for growing Small-to-Midsized Businesses (SMB) to help them grow to the Enterprise level. While your current needs at the time of purchase may seem to demand less than what is offered in Enterprise, it is often not the case for businesses experiencing growth whose needs will rapidly evolve and grow. We have spoken with many clients who have properly gauged their current needs but fail to properly fit their solution to their growth needs, and then come to us to be right-fitted for their growth needs.

The cost of a wrong-fit solution is significant so it’s very important to ensure your new solution is right-fitted properly. Thus, it is also very important to focus on your growth goals and go into decision-making with a “what we WILL need” mentality. Lastly, remember that some features that may seem excessive to you now can also be leveraged for their significant economic efficiencies, such as streamlined advanced workflows and the Pick, Pack, and Ship sales fulfillment process. This article will discuss the features of QuickBooks Desktop Enterprise, how those features can be leveraged for economic efficiencies, and why QuickBooks Desktop Enterprise may be your best move after all!

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