That doesn’t sound safe. When I ordered our new windows, the salesperson in our living room asked me to call the office and pay a deposit over the phone. I asked the woman where she was recording my credit card information. She said, “We write it down on the top of the work order.” What? For all to see? “Well, … Read More
Tips for Migrating QuickBooks Desktop History
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. Why is Migrating … Read More
How to convince companies to collect W9s & file 1099s
The best way that I have found to convince a client to comply with IRS rules regarding collecting W9s and issuing 1099s, is by threatening their checkbook. For some, the threat of $260 per incorrect Form 1099 is not enough. For some, the risk of losing a tax deduction isn’t enough. But would the knowledge of a potentialtax liability of … 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