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Small Business Accounting

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Business Growth Guide for 2023

Soon we will all be putting 2022 behind us and driving forward 2023 plans! Needless to say, this will require a decent-sized chunk of time for planning and preparation. And there is no better preventative step to tee up success than preparation! So, to help you with said planning and preparation, we present to you our Business Growth Guide for 2023!

Circling back to planning and preparation, here are some famous wise words that we can draw on. Abraham Lincoln once said, “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” That makes for a pretty sharp axe! And a thoroughly sharpened axe certainly cuts through more trees quicker! From over 500 years of combined QuickBooks and small-to-medium-sized business experience, we can vouch, that the right investments in the right places, at the right times, is what preparedness is all about. So, ask yourself this question:

Are you properly prepared?

We sure hope you are, but just in case, this article will help you with the tools and resources you’ll need. We’ll share some knowledge and expertise around preparing for the new year and how we can help you fortify your business. In 2023, we are dedicated to seeing you grow and succeed, and we’re going to show you how we can help! Ready? Set? Grow!

Bring real-time reliability to your accounting

[vc_row][vc_column][vc_column_text] Online tools have changed many activities in our lives – communication, collaboration, paying vendors and staff, and receiving income. What is QuickBooks Online? [mkd_separator class_name="sep1" type="normal" position="left" color="#ff6b00" border_style="" width="85" thickness="2" top_margin="15" bottom_margin="15"] Because so many of our day-to-day tasks can be accomplished online, they get done faster – as if in real...

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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...

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...

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Move from QuickBooks Desktop to QuickBooks Online

A lot of business owners are setting up their businesses to excel in 2022 by upgrading or migrating their QuickBooks products. Also known as a move, or moving from one QuickBooks software to another. Some businesses are upgrading to QuickBooks Desktop Enterprise, while others seek a migration over to QuickBooks Online. For those that choose to move over to QuickBooks Online, we offer a complete turnkey solution and service package that ensures business success. A lot of  clients want to know more about migration services, why they are so beneficial, and attempting to complete a migration without the help of an experienced professional might cause a major headache. By contacting us before proceeding into the QuickBooks unknown, you can avoid finding yourself ill-equipped in volatile territory.

In this article, a dive into the complexities of the QuickBooks Desktop to QuickBooks Online migration will be explained in plain language, along with what can happen when you venture out alone into the QuickBooks unknown, and how our QuickBooks migration services differ from all of the rest – how we move your data and empower your business for optimal success!

And, if you are still trying to determine which solution would be best for your business, there is help available for you. Check out the blog resources below, and Contact Us if you still need more help or have any questions:

Read on to learn more about QuickBooks Desktop to QuickBooks Online migrations!

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What is the Difference Between a Bookkeeper and a CPA?

The truth is, many business owners do not truly understand the difference between a bookkeeper and a CPA, so we have decided to help!

We have noticed that there seems to be a fair amount of misinformation online about this subject. Because these dissimilar occupations, with different technical skillsets (hired at much different price points), are often misunderstood to be the same occupation, we feel it is our duty to inform our clients.

We also arrived at this decision with the help of small business owners who contacted us looking into outsourcing some (or all) of their accounting needs. Enough of them have asked why we do not offer a “one-stop-shop” service, that includes Certified Public Accountant (CPA) work.

While a “one-stop-shop” service may be convenient for the client, it typically falls short in the areas of economic efficiency and performance optimization. For those reasons, we recommend the separation of Bookkeeping and CPA work between different organizations and/or contractors, and we’re going to share our reasoning with you in this article.

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Why Move from QuickBooks Pro or Premier to QuickBooks Online?

Have you heard about QuickBooks Online and/or Online Advanced? We’re pretty sure you have, but have you ever seriously considered a move to QuickBooks Online and/or Online Advanced?

Now is a better time than ever to move to QuickBooks Online or Online Advanced, and we’re going to tell you why! Specifically, we’ll discuss the advantages of moving to a cloud-based accounting application, the advantages of QuickBooks Online and/or Online Advanced over traditional QuickBooks Desktop products, and what common business needs will make QuickBooks Online and/or Online Advanced a perfect fit for you.

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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.

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SEP IRA’s & Tax Savings – Did You Know?

SEP IRA’s and tax savings – did you know that there are tax savings strategies involved with Simplified Employee Pension Plans? Out of the Box Wealth Advisors knows it! But that’s no surprise to us over at Out of the Box Technology. No surprise because our sister company specializes in small business investment strategies and all things related to wealth maximization. Good to know, right? But not what this article is about.

SEP’s, short for Simplified Employee Pension Plans, are great tools because they benefit both employees AND employers. These plans are available to companies of any size, ideal for small business, and come with tax saving benefits.

In this article, our SmartVestor Pros at Out of the Box Wealth Advisors are going to explain what a SEP is. Additionally, they are going to discuss a few tax saving benefits involving SEP’s. This is valuable information for small business owners who want to maximize their wealth while reducing taxable income. More importantly, this is valuable information for small business owners who want to simultaneously provide more wealth for their employees.

Read on to learn more about SEP IRA’s, tax savings, and how small business owners can take advantage of this win/win retirement strategy.

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