Category: Success Tips

Consultants Reference Guide

The Value of Integrated CRM

Integrated CRM (Customer Relations Management) is the way the profession is moving—offering a convenient information hub for centralizing operations across an organization.

| May 16, 2012 | 1 Comment More

The Right Employee for the Job

When I ask retired business owners or entrepreneurs (I wonder in this economy, if there is such a thing) what was the one thing they didn’t miss about their business – one answer sticks out: “dealing with employees”. I can see the eyes rolling now…. Some of you will say “if they had a poor [...]

| May 4, 2012 | 3 Comments More

SmartVault for QuickBooks Document Management, and Beyond

Document management can be a critical process for your business. At the simplest level, it is an easy way for you to store and retrieve documents easily. You can expand the process to include things like records compliance, document security, reducing the amount of paper you are storing (a “paperless office”), improving communications between employees, [...]

| May 1, 2012 | 4 Comments More

Trading Credits Between Jobs in QuickBooks

I occasionally get clients (particularly contractors) asking me if they can transfer the overpaid balance from one project to another, often from a completed project to a new project. They thought it would be easy. They thought they could create a journal entry and debit Accounts Receivable for the overpaid job and credit Accounts Receivable [...]

| April 25, 2012 | 5 Comments More

Are You Safeguarding Information When Sharing Files with Others?

As an accounting professional, you’re required to transfer sensitive information every day in tax returns, payroll reports, financial statements, QuickBooks or Peachtree files, and other financial documents. Most of us would just attach these items to an email, but is that really the safest, smartest way to share information?

| April 5, 2012 | 0 Comments More

What the Heck is EDI and Why Should I Care?

One of the backbones of eCommerce is EDI (Electronic Data Interchange), a standard method of exchanging files that has been around since the 1980’s. EDI is used in some degree in almost every industry. Over the years, it has become widely adopted throughout the retail, manufacturing, transportation and health care industries for exchanging data between [...]

| April 2, 2012 | 2 Comments More

Expanding Your Business with QuickBooks Integrated Applications

It seems like with all the features that QuickBooks includes, there are still gaps in functionality for some industries and specific businesses. As a QuickBooks Consultant, how do we address these issues? Sometimes it is by using a work around in QuickBooks alone, but what about when that is not enough? That is when an [...]

| March 21, 2012 | 3 Comments More

Information – Public or Not Public?

I was reading my Wall Street Journal last week (yeah, the hold in my hand paper type) and I ran across an article that discussed information and type of information should be divulged to employees and in what format. A public company has more stringent rules that can limit what can be shown and when, [...]

| March 16, 2012 | 6 Comments More

Connecting the Pieces in the Chunkified World of Business Processes

For those of us who make a living focused on desktop accounting software such QuickBooks, Peachtree, or any of the dozens of Windows-based accounting products, I see huge disruption, but also exciting opportunities on the horizon. As I look around at new innovations, new venture capital investments, and new successes in the market, I’m becoming more and [...]

| March 14, 2012 | 5 Comments More

Merchant Services-Intuit and Beyond

Is it just me, or is merchant account processing way more complicated than it needs to be? Take for example, Intuit Merchant Services. If you look on their website at http://payments.intuit.com, you will see the following account options: Intuit Online Terminal Intuit Go Payment Intuit Merchant Service for QuickBooks Intuit Merchant Service for Web Stores [...]

| March 5, 2012 | 13 Comments More