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Bookkeeping: Avoiding Sticker Shock
When you hire a new bookkeeper, wouldn’t it be nice if you could start very slowly, dip a toe in the water, see if you like the work that your bookkeeper does and then progressively accelerate the pace of the work? Unfortunately, this is seldom practical as there usually…
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Emailing QuickBooks Files
QuickBooks files tend to be very large. If you need to send a copy of your QuickBooks file to someone such as your CPA, attaching the file to an email is typically a bad idea because the email service provider on the recipient’s side will often block…
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Your Bookkeeper Needs Web Conferencing Very Badly
What are the three tools that you should expect your bookkeeper to know inside out? QuickBooks, Excel and web conferencing. Yes, web conference tools are now critical if you use an outside bookkeeper to support your accounting needs…
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How to Get Started with QuickBooks
The first baby step with QuickBooks can be intimidating. Whether you are starting a brand new business or you decided to move the books of your existing business to QuickBooks for the first time, there is this always this moment of pause…
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ProLedge Opens Dallas Office
ProLedge Bookkeeping Services announced the opening of its latest office in Dallas, TX. ProLedge is a leading provider of bookkeeping services to small and medium size businesses nationwide. In the Austin, Houston and Dallas metro areas, where ProLedge has…
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Bookkeepers & Accountants: Where to Draw the Line Between the Two
Bookkeepers and accountants are not interchangeable. There are tasks that clearly belong to your bookkeeper and others that belong to your CPA. In many people’s mind, the demarcation line is blurry and this is because, historically, both professions have had…
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QuickBooks Online: A Bad Week For Intuit
Between March 22, 2011 and March 25, many of Intuit’s online services, including QuickBooks Online, some payment services and payroll systems were down for pretty much 3 business days, paralyzing a large number of small businesses. As you may…
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QuickBooks Accountant Copy: Don’t Bother
The QuickBooks Accountant Copy is a great concept on paper, but a hindrance in real life. Nowadays, there are much more elegant and efficient ways to coordinate your work with your CPA, tax adviser or bookkeeper. If your CPA asks you for an Accountant Copy, I recommend…
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Intuit’s 401k – An In
Intuit, the maker of QuickBooks, recently entered the 401k market and is getting some good traction. Why is it worth noting? After all, there are hundreds of 401k providers out there and most are investment institutions with much better financial pedigrees…
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Your Bookkeeper is not Certified QuickBooks ProAdvisor. Does it Matter
The bookkeeping profession is as unregulated as it gets. There are no official certifications like they have for CPAs, financial planners and many other white collar service professions. It’s a good thing as I’ll explain below, but it leaves many small business owners wondering how…
