Category: For Consultants/Accountants
How to Record Sales on Consignment in QuickBooks Part 4 – Consignee – Sales Transactions and Reports
We’ve talked about how to set up items for consignee sales in QuickBooks, now let’s look at how to record sales transactions for the consignee. The example in the video above and that you are about to read about comes right out of The Sleeter Group’s QuickBooks Consultants Reference Guide. When you receive consignment goods [...]
What SMBs Want from Accountants
In January 2013, The Sleeter Group conducted some research of small and medium-sized business (SMB) owners across the US. The goal of the research was to learn about what SMBs want from their outside accounting firm. We asked a series of questions that targeted the types of services currently provided by CPA firms, as well [...]
Cloud Accounting with Wave–The Details
I introduced you to Wave in our prior article (Cloud Accounting with Wave – An Overview), now let’s dig in a big deeper. Recall that Wave is a free, cloud based double-entry accounting system that combines features for both business and personal finances. In our attempt to come up with a standard for comparing online [...]
How to Record Sales on Consignment in QuickBooks – Part 3 – Consignee – Setting up Accounts and Items
Now that we’ve seen how to deal with the Consignor side of recording sales on consignment in QuickBooks (Consignor – recording sales and Consignor – sales transactions and reports), let’s talk about how to work with QuickBooks if you are the Consignee. The example in the video above and that you are about to read [...]
Cloud Accounting with Wave–An Overview
When you are looking at cloud accounting programs for small businesses, one of the more intriguing prospects to consider is Wave. This is a double-entry accounting system that includes features for both business and personal finances, and it is free! Sometimes I laugh when people talk about the “small business” market. What is a small [...]
Still Addicted to Desktop Software? Get it Hosted in the Cloud
Since many small businesses are addicted to software solutions developed to run on Windows, the idea of pulling the plug on all of that software all at once is sometimes just too much to take on. This is where the idea of hosting your windows applications in the cloud becomes not only a viable option, [...]
A Stolen SSN – Top 10 Things You Can Do To Protect Yourself
I’ve talked about how my Social Security Number (SSN) was stolen, and I’ve talked about fraud alerts and credit freezes, What else can you do to protect yourself? According to the Identity Theft Resource Center , “identity theft continues to be one of the fastest growing crimes in the United States.” You may think your [...]
A Stolen SSN–Fraud Alert vs. Credit Freeze
Since my SSN was stolen in December, I have been wandering the maze of options to protect myself now, and in the future. As noted in the last post, my credit monitoring service notified me on December 25 and 26 of two changes in my credit report, which both turned out be attempts to open [...]
SmartVault vs Bill.com
In an ever crowded arena of web-based applications available today, two stand out as essential for any thriving business. SmartVault is a powerful online document management system and Bill.com is the best in breed for online payables (and great for online receivables too). Both have the ability to store documents – so which should you [...]
Get Online or Get Left Behind
Yeah. I said it. I know it might sting a little bit, but sometimes the truth hurts. What do I mean by this? I mean that I recently had a conversation with someone in her mid-20s (I am, at the time of writing this, only 38), and she and I agreed: We totally judge a [...]
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