Do you find yourself dreading the end of the month? Are statements coming in fast and furious and you're feeling overwhelmed? Is your banker unsure about what's needed to make your bookkeeping and bank accounts talk to each other?
Did you know that syncing with your bank is possible regardless of whether you have QuickBooks Desktop, QuickBooks Online or XERO?
We can help! We know how to...
Are you tired of sorting through paper piles to find your monthly bookkeeping reports? Have you recently sat down with your CPA only to discover you left a document at home? We can help!
Automation of data transactions has improved tremendously with QBO and XERO and we are excited about what is in store for QBO in the next few months! If you have not come over to the cloud or mobile side of accounting – August is the time to do so! Let us be your business advisors. We'll help you set up automated processes to sync and properly record in your bookkeeping file. Your CPA will thank us (and you will save thousands of dollars!).
80% of small businesses say they feel a bit uncomfortable just handing over their data to the CPA at the end for the year for taxes and then never really hearing back from them until the day it is finished. If this is all you’re doing with your financials, then you have very few details of how your company is doing or where the company is tracking, how you are doing compared to...
Have Backups Got Your Back? Protecting Your Data
If you live in the real world, where toddlers spill things and teenagers want to click on every link that is sent to them, then you know what it’s like to all of a sudden lose data you’d been working on! If your computer has been “fine so far” but you don’t have any anti-virus software for protection, you may go through a “trial by fire” when your system gets hacked. Your data really isn’t safe unless you are backing it up properly. You should have more than one back up – a local hard drive or thumb drive and a cloud-based back up.
If your computer suddenly stopped working today – it won’t even turn on – could you get to the accounting records you need in order to keep the business going?