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Thinkleader Blog

Basic Financials 101 – Part 2: The Balance Sheet Report

January 8, 2018 | Technology, Practice Management, Client Engagement, Bookkeeping | 0 comments

By Judie McCarthy

In Part 2 of our Basic Financials series, we’ll cover the Balance Sheet Report. This article is an easy to understand guide to share with your clients so they can… Read more »

Basic Financials 101 – Critical Information that Each Client Must Know

December 8, 2017 | Client Engagement, Bookkeeping, QuickBooks Online, Technology | 0 comments

By Judie McCarthy

Let’s set the scene here: You, an accounting professional, are preparing to review financial statements with a small business client. Your client, a small business owner, refuses to take the… Read more »

Payroll and Employees – Getting your Clients Ready for Year End

November 28, 2017 | Client Engagement, Bookkeeping, Technology, Practice Management | 0 comments

By Judie McCarthy

It’s the most wonderful time of the year! …Or at least you wish that it was. As accounting professionals, we are always scrambling at this time of  year, trying to… Read more »

An Early Holiday Gift: Intuit Releases New QBO User Interface

December 13, 2016 | Bookkeeping, Technology, QuickBooks Online | 0 comments

By Judie McCarthy

It looks like Intuit has been busy decking their halls with a shiny new QuickBooks Online upgrade.  This new user interface has a fresh, clean look and a redesign that will… Read more »

Monday Tech Blues: Bill.com Connection to Hubdoc

December 5, 2016 | Technology, Bookkeeping, Hubdoc, Bill.com | 0 comments

By Judie McCarthy

No one wants to deal with technical issues on a Monday morning, but unfortunately, we often do. Today was one of those Mondays, and the issue is that for many… Read more »

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