RSSCategory: For Consultants/Accountants

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 | 3 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 | Reply 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

Compliance: Do I Care or Have a Choice?

I’ve been thinking about choice and freedom frequently during the past few months. For those of you who don’t know me, I like pretty much everybody and don’t have any particular political agenda, nor is this blog a place for such discussion. As my personal mission statement of more than 30 years states, I’m most […]

July 1, 2014 | By | 1 Reply More

Cloud Accounting News – Episode 3

Greg Lam presents his June 30 video coverage of Cloud Accounting News. In the News This Week Kashoo has new pricing. See Kashoo’s home page. QuickBooks Online has a Mac app. Learn more on QuickBooks Online’s Mac App Store web page and read an article by Charlie Russell on The Sleeter Group Blog. Wave gets […]

June 30, 2014 | By | 4 Replies More

Wave Accounting Software Video Review: Part 2

In Part 2 of my Wave accounting software review, I’ll discuss invoicing, billing, payments, getting data in and out, reports, sales taxes, payroll, file attachments, accountant features, mobile apps, and present my recommendation for Wave. If you missed Part 1, you can see it here. Invoicing and Billing Wave recently revamped its invoicing with a new […]

June 27, 2014 | By | Reply More

Wave 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 Wave accounting software in a two-part video series. Complete details about Wave can be found in the book. This Wave accounting software video review (Part 1 of 2) covers the following: Does […]

June 26, 2014 | By | Reply More

Analyze QuickBooks Data with Excel Pivot Tables

When it’s time to crunch numbers in QuickBooks, most users rely on reports within the software, while others turn to analytics programs. In either case, you may still sometimes need to look at your accounting data in new ways. In such cases, pivot tables can make quick work of sussing out patterns or issues with […]

June 25, 2014 | By | Reply More

TaxJar Ecommerce Sales Tax Tool

TaxJar is a new, cloud-based company that’s taking a fresh approach to helping online business owners succeed. The company’s passion and mission is to eliminate the complexities of sales tax compliance that ecommerce businesses face. Online business owner entrepreneurs are taking advantage of the cloud, global shipping, virtual employees, and modern resources to create dynamic […]

June 24, 2014 | By | 4 Replies More