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Whenever one of our bookkeepers has his/her initial meeting with a new client, the topic of how we will access the client’s QuickBooks file is on the agenda. There are many options depending on the client’s needs and setup, including…
The two most common causes of fraud in small businesses are when rogue employees or contractors write checks to themselves or deposit checks to their account instead of the company’s account. Those are very unsophisticated schemes and can easily be detected…
There are many options available for preparing, sending and filing 1099 forms. They range from Do-It-Yourself to complete outsourcing options. However, all options have a common starting point: your QuickBooks file needs to be up-to-date through the end of 2011…
The debate between Mac and Windows is getting almost as polarized as our beloved Congress. Until recently, the bookkeeping world had managed to remain relatively immune to this debate, but with the increased market share of the Mac in the small…
Let’s assume that you decided to hire an independent bookkeeper as opposed to a bookkeeping firm like ProLedge (the arguments for such a decision can be hotly debated of course!). How should you interview and select such a bookkeeper…
Over the years, QuickBooks has matured and the rate of innovation in the product itself has been decreasing significantly. The real innovation is now in the breadth of third party services and applications that interface with QuickBooks. If you have…
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…
QuickBooks is, by nature, an application that requires a significant amount of data entry. Using it on a small screen, without a keyboard (and to a lesser extent without a mouse) can be quite tricky. Consequently, you wouldn’t consider the iPad to be an…
Our bookkeeping firm opened an office in Houston about a year ago and it’s time to look back and draw lessons from our experience. Our Houston bookkeeping business is growing very nicely, but at the same time, we’ve had to learn how to handle a few…
Many businesses come to a point when their QuickBooks file has become too large. How can you tell when “large is too large” and what can you do about it? The definition of “too large” in QuickBooks is fuzzy. You can hit a ceiling based on the sheer size of
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