From the 'Accounting Technology' Category:

A Case Study: How Using ProConnect Tax Online and QuickBooks Online Can Benefit Your Practice

We know moving to the cloud (really, moving from any tax and accounting software to another) isn’t easy, so why do tax professionals and accountants do it? What are the challenges and motivations they […]

#RecipeForSuccess: Engaging Simple Schedule C Clients and Setting Them Up for Success with QuickBooks Self-Employed

What is a #RecipeforSuccess? Developed by QuickBooks ProAdvisors®, the #RecipeforSuccess campaign provides key ingredients and steps for small businesses to achieve success. Master Chef: Mariette F. Martinez, EA, a self-described accounting technology ninja with […]

You’re Going to #QBConnect, Now What?

I am sure you have heard TONS about #QBConnect from your colleagues, friends, and all over the web. It’s a HOT TOPIC in the accounting technology world and for good reason. It truly is […]

3 Technologies You Need to Run a Remote Practice

When I decided to begin my entrepreneurial adventure as the sole owner of a virtual accounting and tax practice in 2009, I had one primary goal in mind: build a 100 percent cloud-based business […]

How to INVITE your Accountant to Collaborate with You on QuickBooks or Wave

So now that you have decided on your Online Accounting Solution, it’s time to invite your accountant to collaborate with you in your accounting system. Here’s how to do that for: QuickBooks Online Solution […]

How to Choose an Online Accounting Solution for a Service-Based Self-Employed Business

As a Small Business Consultant and Tax Professional who specializes on the recently self-employed/ sole proprietorship, I get asked very often “what is the BEST accounting solution for my NEW business”? I am sure […]

What You Need To Know About Intuit Quickbooks Self-Employed

What You Need To Know About Intuit Quickbooks Self-Employed   Download transactions from your bank & credit card accounts, then separate business from personal activity for Schedule C purposes Set rules to auto-categorize from […]

Quickbooks Online Classic is Now The New QBO

Important News Update Regarding Your Automatic Transition to the New QBO   In the next few days, most if not ALL of QuickBooks Online Classic users (i.e. “the old QBO”) will be transitioned to […]

QuickBooks Period Copy

The “Period Copy” (aka condense feature) allows QuickBooks users to create a copy of QuickBooks data for a specific period of time. Previously, there had been no efficient capability to block access to unrelated/ […]

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