Mike a local independent salesman was having many issues getting all of his credit card expenses in order for tax season, because of the sheer volume of transactions and multiple credit cards. It was a monster that would push his filing later and later into the season. He tried using various softwares to help this process, from QuickBooks to Concur. None seemed to really help him, it just...

We make bookkeeping fun and exciting, I know that is hard to believe. Growing up in a family CPA/Tax business you learn lots of things that are useful for life and your finances. One of the things you learn is that accounting is a very serious industry with lots of serious people - I am chuckling as I write this. Obviously this is a good thing, but for the small business owner, this could be...

Hillary, the wife of the owner, who is the business manager of a local repair company, made the switch and in her words, “I’ll never go back, why would I?” On one of our monthly meetings, with Hillary, we discussed her Quickbooks and how she handled the input and month end reporting. She stated to me that she was finding issue reconciling her books and becoming frustrated with the amount of time...

Like your nights and weekends back? The time you are supposed to be on the beach playing with your kids? We know the process for most small business owners, has long been: fumbling through small business accounting software and coming up with some sort of records or at minimum a check register. Never really having a true view of your company’s performance. Then at year end, you walk into your...