There’s a Reason “Success” is Part of Succession Planning
If your business does not have a succession plan, you need to get started on one right away. I really don’t mean to scare you, but plain and simply put, every business ought to have a succession plan. If you are under the impression you don’t need one because you’re...
QuickBooks Desktop to QuickBooks Online Conversion: Just a Leap of Faith Away to Big Benefits
A lot of us think that QuickBooks Desktop and QuickBooks Online (QBO) are one in the same, but that’s not exactly the case. Sure, they do the same thing, but they are on two very different platforms; QBO takes you places (literally!), proving the bridge to unlock...
Ransomware – Act Now Before It’s Too Late
When it comes to security threats and cyber attacks, we often don’t take any action until it’s too late – when it’s in our own backyard or it happens to someone we know. The latter recently happened to a colleague of ours with ransomware, something that shook us to...
The Power of Three: Benefits of a Client-CPA-Bookkeeper Team
A common misnomer is that a CPA and a bookkeeper are one in the same, when in reality, they have different roles. While the CPA deals with the day-to-day numbers, forecasts and tax filings, the bookkeeper turns the client’s data into actionable results to help take a...