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Modern marketing works best when it is powered by real customer data, not assumptions or disconnected tools. The Intuit Enterprise Suite Mailchimp integration connects your financial data directly to your marketing platform. This connection lets emails, campaigns, and automations respond to real purchase behavior, customer lifecycle stage, and revenue activity. Marketing decisions are based on…
Implementing a new financial management platform is a turning point for many growing businesses. When done well, it creates clarity, saves time, and supports smarter decisions. When rushed or poorly planned, it can introduce confusion, slow teams down, and limit adoption. This guide covers Intuit Enterprise Suite implementation best practices to help businesses plan, execute,…
Migrating to Intuit Enterprise Suite is a smart move for growing, multi-entity businesses, but the success of an Intuit Enterprise Suite migration is determined long before any data is moved. This guide is designed for finance and operations leaders at growing, multi-entity businesses preparing for an Intuit Enterprise Suite migration. Most migration challenges are not…
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…
Hello world, and welcome to tax preparation season! Form 1099 variations, Balance Sheets that wot balance, and unpaid client bills, oh my! With so many unchecked boxes remaining on your year-end tax preparation list(s), and so little time to check them off, accounting frenzy is afoot. Unsurprisingly, daily tasks, project work to meet or beat…
This applies whether you’re just launching a business or you’re going online with an existing company. Take some time to get acquainted with QuickBooks Online. Your first hour with QuickBooks Online, or any web-based application for that matter, is probably spent exploring. Clicking buttons, links, and other navigation tools will help you to get the…
Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels. So, you want to know how to setup user access in QuickBooks? If your bookkeeping was ever done manually, then one thing is for sure… You probably did not allow every employee to see every sales form, account…
Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing transaction forms, and accepting online payments. Most small businesses are a long way from…
Happy Customer Voices
Laura has been a phenomenal asset to me and my business. Being a brand new franchise business owner, the financial side was all foreign to me. Laura took extra time and care with me through the entire process. She attended more than one meeting with my team so we could go over the numbers together. I truly can’t say enough about how much she has helped me.