When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent…
Blog Archives
Client Update Newsletter: Winter 2013
Tagged with: 1099, ACA, Accountant, Accounting, Audit, Business, Business Updates, Certified Public Accountant, finance, Health care reform, HSA, Internal Revenue Service, investment, IRS, Newsletter, Small Business, survivor, Tax
Posted in Business Updates
Posted in Business Updates
Receiving Payments from Customers in QuickBooks
The QBC: QuickBooks® Client Newsletter Depending on the situation, there’s more than one way to record a payment in QuickBooks. There are undoubtedly some QuickBooks tasks that are more enjoyable than others. It’s no fun paying bills, for example, and…
Tagged with: Accounting, Accounts Receivable, Business, Business Systems, Business Updates, Consultants, Customer, Easy, finance, Invoice, Payment, QuickBooks, Record
Posted in QuickBooks
Posted in QuickBooks
QuickBooks 2014 Simplifies, Accelerates Common Tasks
The QBC: QuickBooks® Client Newsletter New version of desktop QuickBooks accomplishes goal of speeding up, refining your workflow. If Intuit named its desktop versions of QuickBooks by the version number rather than the year, we’d be in version 20-something by…
Tagged with: 2014, Accounting, Business, Business Systems, Business Updates, Consultants, Easy, finance, New, QuickBooks, QuickBooks 2014, Speed, Tools, Version
Posted in QuickBooks
Posted in QuickBooks
Do You Need a More Robust Version of QuickBooks?
The QBC: QuickBooks® Client Newsletter Maybe you just need to study your current version thoroughly, but it might be time to move up. If QuickBooks were just one product, its appeal would be more limited than it is. Because there’s…
Tagged with: Accounting, Business, Business Updates, Certified QuickBooks ProAdvisor, Consultants, finance, Microsoft Windows, QuickBooks, QuickBooks family, Windows
Posted in QuickBooks
Posted in QuickBooks
Client Update Newsletter: Fall 2013
When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent…
Tagged with: Accountant, Accounting, Audit, Business, Business Updates, Certified Public Accountant, embezzlement, energy credit, finance, HSA, index funds, Internal Revenue Service, Inventory, investment, IRS, MAGI, Newsletter, Tax, wash sale
Posted in Business Updates
Posted in Business Updates
25 Accounting Terms You Should Know
The QBC: QuickBooks® Client Newsletter It’s back-to-school time. Why not take a page from the kids’ books and do some learning of your own? QuickBooks is easy to use, intuitive and flexible. But it is not an accounting manual or…
Tagged with: Account, Accounting, Accrual, Asset, Business, Business Updates, Consultants, Cost, income, Journal, liabilities, post, QuickBooks, reconcile, Terminology, trial balance, vendor
Posted in QuickBooks
Posted in QuickBooks
QuickBooks’ Custom Fields: An Overview
The QBC: QuickBooks® Client Newsletter Part of QuickBooks’ popularity comes from its flexibility. Here’s a look at how custom fields contribute to that element. The beauty of QuickBooks is that it can be used for so many different kinds of…
Tagged with: Accounting, Business, Business Updates, Certified QuickBooks ProAdvisor, Consultants, Custom Fields, Flexibility, Intuit, QBC, QuickBooks
Posted in QuickBooks
Posted in QuickBooks
Client Update Newsletter: Summer 2013
When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent…
Tagged with: Accountant, Accounting, Business, Business Updates, Certified Public Accountant, Corporate tax, finance, Financial Literacy, Foreign assets, Internal Revenue Service, IRS, Newsletter, Profits, Recordkeeping, Tax
Posted in Business Updates
Posted in Business Updates
Receiving Inventory With or Without Bills in QuickBooks
The QBC: QuickBooks® Client Newsletter When your goods come rolling in, be sure to document them correctly. You’re probably happy to see couriers delivering inventory items you’ve ordered since it means you can ship to customers, but recording the new…
Tagged with: Bills, Business, Business Systems, Business Updates, Consultants, Inventory, QuickBooks, Stock
Posted in QuickBooks
Posted in QuickBooks
The QBC: How to Create a Progress Invoice from an Estimate
The QBC: QuickBooks® Client Newsletter Not using progress invoices? Maybe you should be. The U.S. economy may be picking up, but your customers are probably still being very careful with expenditures. If your company’s finances will allow it, you can help…
Tagged with: Business, Business Updates, Economy, expenditure, finance, Invoice, QuickBooks
Posted in QuickBooks
Posted in QuickBooks
Alan Pecora
Anthony Mangiameli
David Mandrycky
Insero & Co.
Jacquie Platt
Jennifer Ott
Kimberly Gangi
Lou Gangi
Renee Ricci
The Highest Standard 