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 have a clear understanding of the health of their business. Why It’s Important for your Clients Of the financial reports that you should familiarize your… Read more »
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 time to meet with you to review this information. His reason? “If I’m making money on every job, and there’s money in the bank, then… Read more »
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 get our client’s payroll and employee information in a row for year’s end. But this process doesn’t have to be filled with the uncertainty and… Read more »
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 help streamline accounting tasks. Intuit has gotten rid of the dreary dark background on the left side navigation and updated the fonts throughout to make… Read more »
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 the connection between Bill.com and Hubdoc has been broken (or at least wounded a bit). I have not been able to confirm the exact cause… Read more »