RSSCategory: For Consultants/Accountants

QuickBooks Online Advanced Certification

Intuit has announced that they will be offering a QuickBooks Online Advanced Certification exam later this Fall. This shouldn’t be a surprise to anyone involved with the QuickBooks ProAdvisor program. We’ve had a QuickBooks (desktop) Advanced Certification since 2009, and with Intuit’s emphasis on QuickBooks Online it was only a matter of time before they […]

August 13, 2014 | By | 2 Replies More

Business Analytics with Finagraph

Business analytics for small businesses is the great frontier these days. It’s an area where most SMB’s just haven’t taken the time to explore, it’s a tool that accounting professionals should implement in their quest to become a trusted advisor to their clients. A new tool in this area is Finagraph, which brings a different […]

August 7, 2014 | By | 3 Replies More

Technology Tools: Fact or Hype?

The words “innovation,” “leading edge,” and “bleeding edge” lead you to think about the future. “Laggard,” “late adopter,” and “heel dragger” have the opposite effect. Technology, when used properly, should help with productivity, profitability, and customer service levels. But sometimes, these factors are simply marketing promises and pure hype. Our job as consultants is to […]

August 6, 2014 | By | Reply More

After 30 Years, IBM And Apple Are Playing On The Same Side of the Net

Earlier in July, two tech titans announced a new partnership – “MobileFirst for iOS.” Over the past two years, IBM has developed more than 100 native iOS apps and services tailored to multiple industries, while Apple will introduce a new AppleCare designed specifically for enterprise customers. The big news is the new IBM MobileFirst Supply […]

July 29, 2014 | By | 1 Reply More

Cloud Accounting News – Episode 5

Greg Lam presents episode five of his Cloud Accounting News. In the News This Week FreshBooks gets $30 million in funding from investors Zoho Books gets inventory Zoho Books is now multilingual Zoho Books has new US Sales Tax functionality What’s new in QuickBooks June Update #2 July 11th Update July 25th Update Xero introduced […]

July 28, 2014 | By | 4 Replies More

TRANSAX Gateway for QuickBooks Desktop Merchant Services

If you’re working with QuickBooks desktop and process credit card or ACH payments either directly or through a website, processing those payments and getting the information into QuickBooks can be a pain. Today we’ll take a quick look at an interesting product that offers many options (as well as opportunities for accounting professionals) – TRANSAX Gateway. […]

July 23, 2014 | By | 10 Replies More

Automating an Excel-Based Financial Statement

QuickBooks allows you a fair amount of control over financial statements – just about any user can easily customize the built-in reports. Users of Enterprise Solutions and Accountant versions can go farther and use the Financial Statement Designer to integrate QuickBooks and Excel. Yet, sometimes neither of these options is sufficient, so users dump data […]

July 22, 2014 | By | 4 Replies More

Kashoo Accounting Software Video Review: Part 2

In Part 2 of my Kashoo accounting software review, I’ll discuss banking, payroll, reports, getting data in and out, sales taxes, accountant tools, mobile apps, and support. I’ll also present my overall opinion of Kashoo. If you missed Part 1, you can see it here. Catch Greg’s presentations at Solutions14, November 9–12 at Caesars Palace in Las […]

July 17, 2014 | By | Reply More

Xero Add-ons Reflect a Robust, Global Ecosystem

One of my favorite things about Xero is its add-on community. Pundits talk about how Xero doesn’t do this or doesn’t do that. They want a software that’s everything to everybody (or at least more things to more people). Sure, many midsized businesses need more out of their accounting software than a Xero or QuickBooks […]

July 15, 2014 | By | 3 Replies More

Cloud Accounting News – Episode 4

Greg Lam presents episode four of his Cloud Accounting News, featuring Bitcoin and payments. In the News This Week Intuit Labs launches PayByCoin Bitcoin payments for QuickBooks Online: QBO Blog Post Intuit Labs PayByCoin Site Coinbase Coinbase for Merchants Coinbase Payouts Page Bitcoin Charts Stripe Bitcoin Integration Square Invoices Xero Square Integration QuickBooks Online Square […]

July 14, 2014 | By | 2 Replies More

Kashoo Accounting Software Video Review: Part 1

As a part of The Sleeter Group’s ongoing research and in connection with our just-released ebook – Online Accounting Software: Finding the Right Match – I’ll review Kashoo accounting software in a two-part video series. Complete details about Kashoo can be found in the book. This Kashoo accounting software video review (Part 1 of 2) covers the following: Does […]

July 10, 2014 | By | Reply More

Xero Practice Manager

In June 2014, Xero launched Practice Manager, which is a project management, customer relationship management (CRM), and invoicing solution specifically made for accounting practices. Practice Manager falls under the umbrella of Practice Studio, which is a set of accountant-specific tools offered by Xero. Practice Manager’s laundry list of capabilities include: Client and lead management Time sheets for recording […]

July 8, 2014 | By | 2 Replies More

Top 5 Small Business Financing Mistakes

Running a small business is an all-consuming endeavor, and many small business owners and entrepreneurs are often so busy running their businesses that they don’t slow down and pump the breaks when it comes to weighing all of their financial options. Avoid making these five common small business financing mistakes that could wind up costing […]

July 7, 2014 | By | 1 Reply More

How to Market Your QuickBooks Practice

It’s summer, which means you’re either resting comfortably on the beach sipping a cold refreshment or attending any one of a number of accounting conferences. While I’d opt for the beach just about any time, I’ve spent quite a bit of time over the past six weeks attending these conferences, and along the way, talking […]

July 2, 2014 | By | 1 Reply More