Three Reasons Why Intuit’s Bookkeeping Service Can’t Replace Your Accountant or Bookkeeper

By |2019-03-19T20:45:51+00:00March 19th, 2019|

Would you trust your business finances to a customer service representative? Sounds crazy, I know, but Intuit is betting that many small business owners will do just that with the introduction of their new bookkeeping service. Intuit’s software program QuickBooks is widely used for small business accounting. In fact, a Google search for QuickBooks bookkeeping [...]

Small Businesses Need to Board the Technology Train

By |2018-05-22T20:07:24+00:00May 22nd, 2018|

All businesses, regardless of size, have benefited from technology becoming very user friendly and affordable.  Business has become global and digital.  Gone are the days of having to be in the same location to work together, attend meetings and use the same documents.  Over the past decade the transformation of software platforms has changed the [...]

Small Business Budgeting 101

By |2019-08-16T20:40:21+00:00April 29th, 2018|

Too many small business owners do not invest time in budgeting.  In the start up phase of a business the focus is on expenses and what amount of capital or funding is needed to get up and running.  Once the business is operational the need for tracking expenses is not forefront any longer.  It is [...]

Password Tips & Tricks

By |2018-03-28T02:06:12+00:00March 28th, 2018|

The message is clear, password protect your information, or you will eventually be hacked.  If Fortune 500 companies are vulnerable to cyber predators how can small and medium size companies and individuals stand a chance against cybercrime? We have a responsibility to do all we can to protect ourselves from theft.  Extra precaution and smart [...]

Q&A March 2018

By |2018-03-13T16:01:45+00:00March 13th, 2018|

Q: What does audit preparation as listed under your services include? A: When entities need a financial statement audit or review, their accounting records must be in an “auditable condition”.  Prior to the start of an audit or review, there is preparation work that is necessary. Audit preparation occurs prior to the fieldwork portion of the audit and includes, [...]

Do You Have a Business or a Hobby?

By |2018-02-10T22:47:15+00:00February 10th, 2018|

I am constantly amazed at the number of small business owners that are using Excel for their accounting software.  Cringe is probably a more accurate description of my reaction. The typical small business is tight on cash.  That is common knowledge.  In most cases the owner has funded the initial startup or has secured a [...]

Small Business Year End Checklist

By |2017-12-13T00:55:33+00:00December 13th, 2017|

As we approach the end of 2017 small business owners have much on their plate to close the year strong and plan for a prosperous 2018.  I have prepared a year end checklist to assist in closing accounting records and organizing your data for an easier tax and reporting season ahead. Obtain completed and signed [...]

Top Ten Reasons for Hiring an Outsourced Accounting Professional

By |2017-08-29T18:55:41+00:00August 25th, 2017|

Outsourced accounting and chief financial officer services are a hot topic and are gaining in popularity due to the many benefits received. Businesses are moving away from the traditional employee and employer relationships and opt to retain the services of an outsourcing expert. There are many scenarios when outsourced accounting is the best option. Several [...]

How to Pick the Right Outsourced Accountant

By |2017-09-12T12:33:59+00:00August 18th, 2017|

Choosing any professional, whether it be your doctor, attorney or banker, should be a careful, well thought-out decision. Your outsourced accounting professional (“OAP”) is no different. It must be someone whom you trust, feel comfortable with, and listens to you - really listens. Many don’t realize that you learn so much more when you listen, [...]

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