Jody Linick

Now that tax season is in full swing, I'd like to share my thoughts about bookkeeper-tax preparer interactions. This...

11/20/2023, Note from the editor: This article has been updated to reflect feedback from Intuit. 

Intuit has entered...

Many of us work with Independent Contractors (ICs), and if we don’t, our clients certainly do. While most ICs produce...

If your bookkeeping or accounting/tax firm is not using electronic agreements software, aka e-signature programs such...

To insure or not to insure, that is the question. I’ve had discussions on this topic with many bookkeepers and...

After reading last month's article, Working from Home? Can You Deduct It?, I had some additional thoughts about how we...

As you may have heard, Intuit recently acquired Mailchimp, a marketing automation platform and email marketing service.

I have a few clients who use Shopify for their website’s shopping cart. They are selling services, not products. My...

If your client uses a third-party payroll service, such as ADP or Paychex, and you are manually entering payroll data...

Have you heard of Zero Dollar Checks? When is the last time you used one in QuickBooks Online? Let’s explore why you...