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What a way to kick off Technology Tuesday for October 2019! This particular Technology Tuesday was met with great anticipation leading up to the presentation; and it didt disappoint! Out Of The Box Technology Executive V.P. of Business Development & Compliance, Dawn Brolin, delivered endless insight. Her pedigree as a Certified Fraud Examiner (CFE) &…

Months ago, we covered the process known as UDAS. Reviewing the material drew out the realization we can make this more substantial for users like yourself; and those in your organization. This can increase precision in root cause discovery for behavioral or performance issues you notice or keep noticing in QuickBooks Desktop – whether you…

Having wrapped up this most recent Technology Tuesday, the intrigue around Xero is fresh. For many businesses, we look towards QuickBooks® as central to their accounting ecosystem. There are other businesses where Xero fills the same role for them, after learning about them; their specific needs and use requirements.

Our Technology Tuesday webinars often feature offerings and features from partners; and this past Technology Tuesday was no different. We got to see what Gusto could provide users of a variety of accounting software platforms – in the realm of Payroll and HR management.

If yove ever used–or provided services for– Uber, Lyft, Airbnb, Etsy, Rover or TaskRabbit, then yore a member of the sharing economy; and it could affect your taxes. But, there is good news: if yove only used these services (not provided them), then thers no need to worry about the tax implications. However, if yove…

As the driving force in today’s economy, small businesses benefit from numerous tax breaks in the tax code. One of these, the Qualified Small Business Stock (QSBS), was made permanent by the PATH Act (Protecting Americans from Tax Hikes Act of 2015). If yore a small business investor, hers what you need to know…

If you live or work abroad, outside the United States, you generally must file and pay your tax in the same way as people living in the U.S; this includes people with dual citizenship.

Taxable Income vs Non-Taxable Income constantly takes on a dynamic shape. With a bevy of new legislation in the last few years, determining this is a little more difficult for taxpayers.

The workflow for assessing finance charges within QuickBooks Desktop

The IRS DOES provide tax penalty relief for times your income tax withholding or tax payments don’t add up to your total tax liability for a given year. Read further to learn what helps you qualify for such relief; and what other factors may lead you to an unexpected underpayment.

Tax Incentives, like the Qualified Opportunity Zone Tax Incentive, provide tax benefits to investors investing eligible capital into distressed communities throughout the United States; and its possessions.

Is Using the Same QuickBooks Data File for Long Time Causing My Performance Issues? There’s more than one approach to how long you use the same QuickBooks company file. You can create a new file each fiscal year, or whenever you upgrade QuickBooks Desktop. Other users prefer using the same file as long as possible. Which approach works…
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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.