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Reviewing your finances on a regular basis is critical to ensuring the success of your financial plan. But, how do you know what you should be looking for, and how often should a financial review take place? While it is a good idea to take a look at where you are financially on a consistent…

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 to stay on top…

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. With so many changes in the accounting world and the busy schedules that business owners have, many of our clients have been…

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 to stay on top…

Have you heard about QuickBooks Online and/or Online Advanced? Wre 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 wre going to tell you why! Specifically, wll discuss the advantages…

SEP IRs 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 thas no surprise to us over at Out of the Box Technology. No surprise because our sister company specializes in small business investment strategies and…

  Outsourcing of bookkeeping and other expert services is gaining a considerable foothold among business owners. Maybe yove been thinking of outsourcing for some time or considering it for the first time. Either way, you might find yore hesitant to take the leap because of the related myths. Frequently regarded with confusion, indifference, or outright…

A business that lacks a budget sets itself up for various financial issues in the future. This applies to businesses of all sizes and ages. On the other hand, a business that creates long and short-term business goals by developing a comprehensive business plan can develop a roadmap for economic success and expansion opportunities. Hers a…

Every business knows that payroll is vital to its operation. However, any problems, however minor, could affect virtually every business level. In fact, payroll mistakes are costing businesses thousands annually to rectify. Thas why is imperative you develop a solid tax compliance and payroll processing plan to prevent possible payroll fees and errors. Here are…