(301) 696-1303 
While there is so much you can do with QuickBooks, there are still times when an add-on product offers features not found in QuickBooks – or with the same level of functionality. I will put these in 3 “buckets” – invoicing, collections and cash flow.
Read more →
Who doesn’t want to have money coming in sooner? While there are some general practices that come with an industry, maybe it’s time to make a few changes so you can get paid faster. Here are a few ideas.
Read more →
Do you take payment up front from customers when starting a job? Whether you’re in the construction industry, landscaping, trades or some other type of business, deposits up front help cash flow and enable you to pay employees and purchase materials for the job. While there are different ways to handle this scenario, not all of them are correct from an accounting perspective. The results can be misleading information or confusion for the bookkeeper or customer. Here’s the method I recommend for handling prepayments in QuickBooks.
Read more →
Have you looked at your payroll options recently? Although changing your payroll option can be a pain to change, it is worth evaluating from time to time to make sure you’re getting the payroll option best suited to your business needs. And since Intuit recently released some new offerings late 2019, this might be the perfect time to start evaluating!
Read more →
If you’re in a desktop version of QuickBooks (Pro/Premier/Enterprise) you may be wondering if it’s time to move to QuickBooks Online (QBO) so you have remote access and because some 3rd party products are saying Desktop QuickBooks (QBDT) is going away or work only with QBO. With the new products rolling out soon, I thought this would be good to discuss pros/cons – and my opinion ;-)
Read more →
It’s time to plan for your new year and profitability. Many of you may have already worked on a business budget for 2020. If you haven’t, I encourage you to do so – no matter what size your business is. If it helps, think of your sales, gross profit and net profit as goals you want to achieve. And I think you’ll agree that it’s much easier to hit a target you can see ;-). Once your budget is in QuickBooks, it’s easy to monitor how you’re doing during the year, so you don’t have to do updating in spreadsheet or just wonder.
Read more →
You’re ready to use create your budget in QuickBooks – great! Start by clicking on Company > Planning & Budgeting> Set Up Budgets.
Read more →
It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. Here are 4 major areas I consider when working with contractor clients:
Read more →
There’s lots that needs to be done at the end of the year to get your QuickBooks ready for taxes. Here’s a checklist of to help you; those who have been diligent about bookkeeping will find this list will be shorter.
Read more → 
