Does the thought of starting a new QuickBooks Desktop data file or moving to QuickBooks Online (QBO) give you nightmares? Is it time to graduate to a mid-market ERP program such as Sage-Intacct, Microsoft Dynamics 365, or NetSuite? If so, maybe I can help you sleep better by providing some tips and hints for migrating QuickBooks history. In a perfect … Read More
The “PBC’s of Pain-Free Audits
As a contracted controller, I see the best and worst of financial audits. I’m here to tell you that your auditors should be considered trusted business partners, not demons from below! In my many years of non-profit audit prep experience, I have found that the main pain challenge is a lack of organization and communication between the client’s audit team … Read More
Come to Boston!! Accountex Sept. 6-8 2017
Pass the word! I will be speaking on Wednesday, 9/6/17 at 9:45 a.m. on “Using Tech for Audit Prep.” There’s a better way of organizing and maintaining PBC (“provided by client”) lists. My audience is both auditors and client facing bookkeepers, controllers, accountants, CFOs and Executive Directors. Discover powerful pre-audit and audit tools for online collaboration that will save time, … Read More