Tag Archives: timesaving

A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks, guess that’s why I support the software!  But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to … Continue reading

Posted in Features, Power Tips, Productivity Tips, QuickBooks | Tagged , , , , , , , , , | Leave a comment

A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks, guess that’s why I support the software!  But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to … Continue reading

Posted in Features, Power Tips, Productivity Tips, QuickBooks | Tagged , , , , , , , , , | Leave a comment

A Few of My Favorite Features in QuickBooks

There are many features I like in QuickBooks, guess that’s why I support the software! But I find when I’m with new clients who have been using QuickBooks for a while or clients who are upgrading, I always like to share a few of the features I like either as a business owner or from a timesaving bookkeeping perspective. So here’s my list: Continue reading

Posted in Productivity Tips, QuickBooks | Tagged , , , , , , , | Leave a comment

How to Save Precious Time Onboarding New Clients

You might have routines and systems to help a new employee settle in, such as payroll forms and training manuals. You might also have some procedures set up for when you start doing business with new vendors, such as asking them for their tax ID paperwork and having them submit invoices to your standards. But what about onboarding new clients? Most entrepreneurs don’t think about systematizing that process. Continue reading

Posted in QuickBooks | Tagged , , , , | Leave a comment