Articles

Browse through our articles to see comprehensive coverage of QuickBooks, Software Consulting, Small Business Management, and much more.

Subscribe to our Newsletter


Subscribe to our Articles RSS feed!

Search Articles

Nancy Gomez Wins QuickBooks Expert Maggie Award

This is the fourth in a series of articles highlighting Sleeter Consultants who have been rewarded by their peers as "Magnificent Members." The "Maggies" were handed out at the Sleeter Consultants’ Annual Banquet at the 2010 Accounting Solutions Conference, November 10 at Paris Las Vegas. Each month, we highlight one of these award winners. For the CONSULTANTS’ CHOICE AWARD, we opened up the categories for our Consultants to be creative, choosing the category as well as the nominee. This year we decided to present the QuickBooks Expert Award, for the Consultant who’s awesome. She knows QuickBooks inside and out and is so willing to share her knowledge. The winner of the Consultants’ Choice Award for her QuickBooks expertise is Nancy Gomez of Santa Barbara, California.

Ruth Perryman Wins Best Business Coach "Maggie" Award

This is the third in a series of articles highlighting Sleeter Consultants who have been rewarded by their peers as "Magnificent Members." The "Maggies" were handed out at the Sleeter Consultants' Annual Banquet at the 2010 Accounting Solutions Conference, November 10 at Paris Las Vegas. Each month in The Desktop Accountant, we highlight one of these award winners. The BEST BUSINESS COACH AWARD is for the Consultant who takes on the role of business coach and gives the best business advice and/or referrals. We received these comments on the winner of this award: "I chose this person based on her answers, suggestions and recommendations." "I attended her Webinar in the Intuit Virtual Conference and it was very informative regarding making ProAdvisor a more positive experience." The Best Business Coach Award went to Ruth Perryman of Roseville, California.

Chuck's Reporting and Technology Corner - January 2011

This month, Chuck Vigeant's column looks at the evolution from reporting to business analytics. He explains the stages of evolution for QuickBooks consultants from the mid 1980's to the present. He also suggests where we are now and where the future of consulting is going.

Mario Nowogrodzki Wins Top Techie Award

This is the second in a series of articles highlighting Sleeter Consultants who have been rewarded by their peers as "Magnificent Members." The "Maggies" were handed out at the Sleeter Consultants' Annual Banquet at the 2010 Accounting Solutions Conference, November 10 at Paris Las Vegas.

Understanding QuickBooks Cash Basis Reports - Excerpt

One of the best features of QuickBooks is that it does not lock you in to the Cash or Accrual Basis. However, you may find that the cash basis balance sheet has any number of troubling numbers on it, so it’s important to understand exactly what QuickBooks does and doesn’t do when it converts from Accrual to cash. This is an excerpt from the 2011 QuickBooks Consultant's Reference Guide.

Kathy Coffman Receives Prolific Poster Award

This is the first in a series of articles highlighting Sleeter Consultants who have been rewarded by their peers as “Magnificent Members.” The “Maggies” were handed out at the Sleeter Consultants’ Annual Banquet at the 2010 Accounting Solutions Conference, November 9 at Paris Las Vegas. Each month in The Desktop Accountant, we highlight one of these award winners.

iPhone and QuickBooks Connect

We love our iPhones and we love QuickBooks. With Intuit’s launch of QuickBooks Connect, we now can have both at the same time.

2010 Magnificent Member Awards

The Sleeter Group would like to congratulate our Magnificent Members of 2010! Each year at the Accounting Solutions Conference, we present this award to up to five of our members, who are nominated by their peers in various categories. These individuals take full advantage of their membership in the Sleeter Group Consultants Network, and work hard to develop their competency and expertise in their own consulting practices.

Chuck's Reporting and Technology Corner - November 2010

The most recent Sleeter Group Conference in Las Vegas was another resounding success. Doug’s membership consistently asks for deeper material, and this year was no exception – and from my view, was even more so. It was three days of jam packed information – with little time to breath or digest, until after the conference had ended. It is ironic that my session on ODBC is probably one of the more difficult to digest because of the material, and it is in the last slot of the conference – when people are worn down, and ready to give their brains a break. However, I give the audience credit for hanging in there, and doing their best to refrain from ‘glazed eye syndrome’.

New Features in QuickBooks 2011: Multi-Instance and Balance Sheet by Class

In this article we look at two of the new features in QuickBooks 2011, Multi-instance and Balance Sheet by Class. Both of these features sound at first as if they will greatly enhance our experiences as consultants and what we can provide our clients. However, both currently have many limitations. It is crucial that consultants understand what can and cannot be done with both these new features.

Michelle’s Successful Consulting Corner - September 2010

You can add value for your clients by providing reports with key financial ratios compared to industry averages. This benchmarking can help clients see how their business is doing compared to others and identify areas for improvement. Plus, it is a great way for you to deepen your relationship with the client enhancing your position as their trusted business advisor. This month's column, Michelle Long shows how to find industry averages in ReferenceUSA, the library or Bizstats.com.

Chuck's Reporting and Technology Corner - September 2010

It is the time of year for the annual QuickBooks release, and the topics for newsletters, blogs, webinars turns to new features, how they work, and what they mean to your customers. This is one of those years where Intuit created several long time requested features, which should make some users happy. In this article, Chuck Vigeant focuses on a specific new feature, the new ODBC access in Enterprise Solutions 2011. Do we really have direct access to the QuickBooks Database? Yes, this is the real deal.

Michelle’s Successful Consulting Corner - August 2010

Find New Clients for Free Through Your Library Have you ever bought a mailing list or leads? Did you know that some people spend thousands of dollars buying lists from Salesgenie, InfoUSA, USAData, or others to help get new clients? In this article, Michelle Long shows you how you can create your own mailing or contact list for free using ReferenceUSA.

Intuit Online Payroll - a SaaSy Payroll Service

If you've been thinking about adding client payroll services to your firm, or if your clients could benefit from anytime/anywhere payroll processing, I recommend taking a close look at Intuit Online Payroll, formerly PayCycle. This impressive online payroll solution includes everything you need to manage client payroll from anywhere at any time. From paychecks to vacation/sick accruals, to worker’s comp premium calculations, to e-filing and e-paying quarterly payroll taxes, to W-2s, this service offers practically everything a small business needs for payroll. The cost of the service is quite low (between $20 and $39/month depending on the number of employees, states, etc.) and of course it integrates with QuickBooks and QuickBooks Online Edition, so you don't have to enter data twice.

Beyond QuickBooks: Sage Software is Worth a Look

Sleeter Consultants love QuickBooks. But in some cases our clients need more than QuickBooks offers. Even with fabulous add-ons, sometimes, QuickBooks is the shoe that just does not fit. Recently, Sage Software reached out to Sleeter Consultants in a number of ways and from our perspective, Sage does bring some enticing offerings.