Webgility and Right Networks Give Niche Brand a Wide Path for Growth
Learn about the change a specialty VW auto parts store made that cleared the way for exponential growth. Sometimes, one little change or tweak can be the difference between success and status quo. Webgility Operating a brick-and-mortar store for over 20 years, the...
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2019 CES Top Techs and Innovations (Boots on the Ground at CES)
Each January over 180,000 electronics enthusiasts converge on Las Vegas for the International Consumer Electronics Show (CES) which is the largest technology event in the world. CES is the launchpad for thousands of new products ranging from home, health, and...
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Thinking About Merging With Another Accounting Firm? Better Think About This Too!
The economy’s good. Interest rates are still relatively low. Tax rates are attractive. Baby boomers are eyeing retirement. So it’s not surprising that a lot of partners of accounting firms – both large and small – are looking to...
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Let’s Practice What We Preach This Tax Season
Accountants are well-versed in providing clients with advice on how to best prepare for tax season—gather receipts, list income sources, consider added IRA contributions...be organized and prepared in general. We can rattle off tax-preparedness guidelines in our...
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Four Big Enhancements That Will Make QuickBooks 2019 Users Happy
Intuit recently released QuickBooks 2019 (QB2019) with lots of new and powerful features. If you - like me - are a fan and a user then you're going to be happy with the new version. I like these four big QuickBooks enhancements. For starters there's better...
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5 Rules For Making Your Tax Accountant Into Your Tax Partner
As a CPA one of the biggest complaints I hear about others in my profession is one of complacency. "My accountant doesn't seem to know my business," one business owner told me. "I don't think she's saving me enough on taxes," others have said. One friend of mine seems...
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Reduce Your Liability by Keeping Your Clients’ Data Secure
While accounting firms have made great strides to embrace technology and provide clients with premium, on-demand services, there is still work to be done in the area of data security. Online ecosystems certainly foster an ease of doing business, but just as important...
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Blockchain, Artificial Intelligence and What’s for Dinner
What does dinner have to do with Blockchain and Artificial Intelligence? the level of importance they have in your mind. If you have a relatively standard eating cycle, eating dinner takes precedence over other tasks on your to-do list. Not eating has an immediate...
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Securing Your Business in the Wake of A Storm
When preparing for a natural disaster, such as the impending land fall of Hurricane Florence this weekend, there are essentials that come to mind. Water, food, non-perishables. Tax advisers along with the Internal Revenue Service (IRS) remind businesses of some other...
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Benefits of Hiring Outside Your Geographical Area
In the past, employees were hired, worked, and retired from the same company. They punched the clock at the same location each day, like clockwork. Similar to many aspects of business, the nature of the “work environment” is changing. Hiring outside your geographical...
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Roman Announced as a Top 100 Most Influential People in Accounting
Accounting Today released it's 2018 "Top 100 Most Influential People in Accounting." Each year, Accounting Today names the top 100 “thought leaders, visionaries, regulators, and others who are shaping the profession.” Our own Director of Consulting, Roman Kepczyk, was...
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Accountex 2018 Emerging Accounting Trends
Last week, the annual Accountex event was held in Boston. As a local company, we were happy to sponsor the event and host multiple key speaking sessions. In these sessions we identified and discussed several emerging trends in the accounting industry. Will Yapp, Right...
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The History of Self Service Accounting and Where It’s Going. Are You Keeping Up?
A short history of self service in accounting. Ready? 1978: A small business owner has her bookkeeper log cash transactions in a One-Write manual entry system. Payroll is done on a separate ledger. Invoices are recorded in a journal. At the end of the year,...
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Keeping Pace with a Remote Workforce to Power Your Firm
Working remotely is no longer a pipe dream within the accounting profession—we are firmly living in the remote workforce era. Some firms have come a long way, harnessing the power of cloud technology to support remote workers and broaden their reach into the pool of...
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Accounting Industry Disruptors
In the age of technology and change, where can accountants expect to be 5 years from now? Industry experts predict the accounting industry will see more change in the next 5 years than it has in the last 50. Simply said, we are never going to see a pace of...
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QuickBooks Desktop Tutorial | How to Import Template Files
If you're already a QuickBooks Desktop user, follow the instructions below to import template files (.des) into QuickBooks. You can also download these instructions in PDF form. Log into the company file. Select Lists. Then select Templates. Click on the drop-down...
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QuickBooks Desktop Tutorial | Emailing Attachments Out of QuickBooks
Below are instructions for emailing attachments out of QuickBooks Desktop. You can also download these instructions as a PDF here. Note: The ability to email attachments is only available in QuickBooks 2014 and up (All Flavors & Versions Pro/Premier/Enterprise)....
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QuickBooks Desktop Tutorial | View Emails Sent from QuickBooks
Occasionally, a QuickBooks Desktop user wants to confirm that emails are being sent from QuickBooks but are not seeing the emails in the Sent folder of their email client. Below are a few ways to help a user view emails to check if QuickBooks is actually sending...
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