The QBC: QuickBooks® Client Newsletter Using Sales Receipts: When? How? Some types of businesses always use sales receipts. Some use them occasionally. Here’s what you need to know about them. How do you let your customers know how much they…
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Using Sales Receipts: When? How?
Tagged with: Accounting, Bookkeeping, Customer, customize, Easy, finance, Invoice, Item, memo, QuickBooks, rate, sales receipt, Small Business, smallbiz, Tax
Posted in QuickBooks
Posted in QuickBooks
Are You Applying Finance Charges? Should You Be?
The QBC: QuickBooks® Client Newsletter Are You Applying Finance Charges? Should You Be? Assessing finance charges is a complicated process. But if you have a lot of late payments coming in, you may want to consider it. There are many…
Tagged with: Accounting, assess, Bookkeeping, charge, Customer, due date, Easy, feature, finance, finance charge, interest rate, Invoice, late payments, Payments, QuickBooks, rule, Small Business, smallbiz
Posted in QuickBooks
Posted in QuickBooks
The Financial Responsibilities of Elected Officials: What You Need to Know
Join Leslie Spurgin of Insero & Co. CPAs and Charles Benincasa, Director of Finance, City of Rochester for The Financial Responsibilities of Elected Officials: What You Need to Know presented by the New York State Government Finance Officers’ Association, Inc. Click…
Tagged with: Accountant, Accounting, Audit, Business, Certified Public Accountant, CPA, CPE, Credit, Elected Officials, Fairport, finance, financial, GFOA, New York State, NYS, Rochester, Spurgin, training
Posted in Events
Posted in Events
Make Your Preferences Known in QuickBooks
The QBC: QuickBooks® Client Newsletter QuickBooks is ready to use when you install it. But you can change its settings to make it work the way your company needs it to. There are some features that all small businesses need…
Tagged with: Accounting, Bookkeeping, Business, Business Systems, Certified QuickBooks ProAdvisors, Consultants, customers, Easy, finance, Inventory, Item, ORders, Products, QuickBooks, Records, Small Business, Stock, Tools
Posted in QuickBooks
Posted in QuickBooks
Creating Item Records in QuickBooks
The QBC: QuickBooks® Client Newsletter Accurate, thorough item records inform your customers and help you track inventory levels correctly. Whether you’re selling one-of-a-kind items or stocking dozens of the same kinds of products, you need to create records for each.…
Tagged with: Accounting, Bookkeeping, Business, Business Systems, Certified QuickBooks ProAdvisors, Consultants, customers, Easy, finance, Inventory, Item, ORders, Products, QuickBooks, Records, Small Business, Stock, Tools
Posted in QuickBooks
Posted in QuickBooks
Depositing Payments in QuickBooks: The Basics
The QBC: QuickBooks® Client Newsletter Creating bank deposits manually can be a huge chore. QuickBooks simplifies this task. Satisfying though it may be to enter all of those customer payments manually on a paper deposit slip, it can also be…
Tagged with: Accounting, Bank account, Bookkeeping, Business, Business Systems, Certified QuickBooks ProAdvisors, Consultants, Deposit, Easy, Employee Benefits, finance, Funds, Payments, QuickBooks, Receipt, Salary, Sales, Small Business, Tools, Undeposited
Posted in QuickBooks
Posted in QuickBooks
2014 Audit & Accounting Update
Reminder: Today is the last day to receive $5 off with our Early Registration Discount, so don’t wait – register today. Join us for the final installment of Insero & Company’s 2014 Accounting & Finance Education Series, designed for business owners,…
Tagged with: Accountant, Accounting, Audit, Business, Certified Public Accountant, CPA, CPE, finance, guidance, Locust Hill Country Club, New York, NYS, Pittsford, standards, Trends
Posted in Events
Posted in Events
Billing for Time in QuickBooks: An Overview
The QBC: QuickBooks® Client Newsletter If you sell your employees’ time and skills, you can use QuickBooks to record those hours and bill your customers for them. If your small business sells products, you know how precisely you must track…
Tagged with: Accounting, Bookkeeping, Business, Business Systems, Certified QuickBooks ProAdvisors, Commission, Compensation, Consultants, Easy, Employee Benefits, finance, Hourly, Overtime, Payroll, Payroll tax, QuickBooks, Salary, Small Business, Tools
Posted in QuickBooks
Posted in QuickBooks
Customize QuickBooks’ Reports, Make Better Business Decisions
The QBC: QuickBooks® Client Newsletter QuickBooks simplifies and speeds up your daily accounting work, but you’re missing out on valuable insight if you don’t tailor your report data. Do you remember why you started using QuickBooks? You may have simply…
Tagged with: Accounting, Bookkeeping, Business, Business Systems, Certified QuickBooks ProAdvisors, Commission, Compensation, Consultants, Easy, Employee Benefits, finance, Hourly, Overtime, Payroll, Payroll tax, QuickBooks, Salary, Small Business, Tools
Posted in QuickBooks
Posted in QuickBooks
A Tour through QuickBooks’ Payroll Setup Tool
The QBC: QuickBooks® Client Newsletter Getting QuickBooks ready to process payroll is a complex, time-consuming process. Here’s what you can expect. Payday. You look forward to it when you’re young and working at your first part-time job. But as a…
Tagged with: Accounting, Bookkeeping, Business, Business Systems, Certified QuickBooks ProAdvisors, Commission, Compensation, Consultants, Easy, Employee Benefits, finance, Hourly, Overtime, Payroll, Payroll tax, QuickBooks, Salary, Small Business, Tools
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 