-
How to Select a Scanner for Document Management
Scanners have two broad applications: scanning documents and scanning pictures. This being a bookkeeping blog, the focus will be on document management. Paperless is the word of the day and scanners are becoming an increasingly important tool in most businesses…
-
Darn Receipts! 10 Tips on How to Organize your Financial Records
Keeping good financial records is a common nightmare for most small business. What should you keep? How long? Is electronic OK? How to organize all these documents? Here are some high level guidelines, but bear in mind that the law around bookkeeping…
-
Migrating between QuickBooks Pro, Premier and Enterprise
With QuickBooks, there are three distinct concepts of “upgrades”: Moving up to a more powerful version of QuickBooks, e.g. going from QuickBooks Pro to QuickBooks Premier. Staying within the same version of QuickBooks, but upgrading to the latest year’s software, e.g. going from QuickBooks Pro…
-
ProLedge Bookkeeping Services Expand into the Houston Market
ProLedge, the largest bookkeeping services firm in Austin, TX entered the Houston market in late 2010. They now offer bookkeeping services with local Houston bookkeepers and cover the whole Houston Metro Area. Patrick Bonnaure, founder and CEO of ProLedge Bookkeeping Services stated: “Our roots are in Austin…
-
QuickBooks Audit Trail: Big Brother Can be on Your Side
A few years ago, the QuickBooks Audit Trail feature could be turned on and off. However, in the most recent versions of QuickBooks, the feature is always on. Even the administrator can’t turn it off. It has its drawbacks, but for the most part, it is a very useful…
-
Bookkeeping as a New Year’s Resolution? Are you Kidding Me?
In late December and early January, bookkeepers’ phones tend to ring quite a bit. Why is that? A lot of is driven by tax deadlines, but a surprising number of these calls seem to be driven by New Year resolutions. Isn’t this a bit odd? Aren’t there more…
-
Merchant Services – Looking Beyond Transaction Cost
You’ve decided to allow your clients to pay you by credit card, and you need to find yourself a merchant services provider. Is there an easy way to go about it? Not really, but there might still be a shortcut. Merchant service providers have mastered the art of making…
-
QuickBooks – When to Upgrade to the Latest Version
Each year, in the Fall, Intuit releases a new version of QuickBooks for their Pro, Premier and Enterprise line-ups. We’re now onto QuickBooks 2011. Should you upgrade to the 2011 version and when? In 2009, Intuit had a total revenue of $3.2 Billion…
-
Breakthrough Austin and ProLedge Partner to Support Education in Austin
ProLedge, the leading bookkeeping services firm in Austin, TX and Breakthrough Austin, the award winning education nonprofit have launched a joint program to support low-income students to build a path to college. Breakthrough is a nonprofit organization…
-
Bookkeeping Fraud – Simply Don’t Ask for It!
Horror stories of bookkeepers who defrauded their employers or clients abound, but when you look at what happened, in almost all the cases, you can see that the business owner simply got massively sloppy and begged for trouble…
