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COVID EIDL Deadlines Coming Soon

Have you and all of your clients applied for all of the COVID grants and loans for which they are eligible? Chances are...

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Intuit Q&A: QBO & Mailchimp Integration

Last month, Intuit formally closed on its acquisition of Mailchimp. We reached out to Intuit to ask a few questions...

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Three Things to Do Now to Unlock More Success in Your Firm

In speaking with hundreds, if not thousands, of accountants and bookkeepers these past couple of years, there are a few...

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Charitable Contributions Information for Your Clients

Yesterday was Giving Tuesday. How many of your clients made donations? Many individuals and businesses haven't even...

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4 Year-End Accounting Reports to Pull

Between the holidays and year-end accounting tasks, the end of the year is a busy time for both you and your clients....

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Step 5: Encrypt Files on Computers and Removable Media

Are you ready for tax season? One thing you may NOT have thought of is making sure that you have an adequate data...

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Mailchimp and QBO - Setup and Use

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

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Do You Know How Much Cash Your Company Needs?

With the holiday season right around the corner, I had a weird flashback. I can remember assembling a toy for my...

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What Clients Should Know About COVID Disaster Loans

Whether your clients are applying for a new disaster loan or need information during the repayment process, there is a...

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How-to: Disaster Preparedness for You and Your Clients

Each week, you read more news about disasters, ranging from rains to drought, earthquakes to fire. Here are two...

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