Digital Security vs. Paper Security

#Charity goal - financial control through digital security - fear no more!

Digital Security vs. Paper Security

Many people fear that they cannot protect the data stored on their computers or servers because they are not computer savvy. Switching over to digital data may be intimidating, but ... [Read More…]

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How and When to Offer Praise to Your Team to...

How to Praise Your Team to Make the Most Impact - if it's from the heart, you can't say thank you too often

How and When to Offer Praise to Your Team to...

If you’re stingy with praise – or too effusive – it can derail your team’s productivity and engagement. There is an art to offering words of praise, and every leader needs to learn it. There has been a lot written … Read »

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Why You Need an Exit Strategy for Your Business

Why You Need an Exit Strategy for Your Business - even a consultant needs a strategy!

Why You Need an Exit Strategy for Your Business

What are your long-term and short-term goals for your business? Veteran entrepreneur Celeste Hilling, CEO and founder of 10-year-old lifestyle company Skin Authority, stumped me with this question a few weeks ago, but she definitely left me with something to think about. When I started Deborah Mitchell Media Associates a few years ago, I was primarily concerned about getting it up and running, but Hilling explained that an exit strategy should be a part of every business plan. "At the start of your venture, have a plan for how you want to exit or transition from the business. This will help you be clear in your focus, share a clear vision for your staff and navigate times when you are confused," Hilling says. "You can use the end game as...Read More

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accountantvip

Canadian Businesses: 5 Reasons You Should Care...

Canadian Businesses: 5 Reasons You Should Care About Your Bookkeeping - #accounting

Canadian Businesses: 5 Reasons You Should Care...

I know…..you don’t want to care. “It’s just so much work, and so time consuming, and what is it really going to do for me anyways? I get my wife/husband/uncle/son/niece (fill in any untrained relative in this space) because my time is better spent on selling my products and servicing my clients. “ “Why should I pay someone to do my bookkeeping, it’s so easy, anyone can do it” I hear those statements all of the time. Not just once in a while, but ALL of the time. Over and over again, that sometimes I get tired of hearing myself saying the same thing. So in a quick list, here are 8 Reasons why you should care:The Stats Don’t Lie. 25% of the 1,000,000 businesses that are started in North America fail within the first year. 80% have...Read More

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Redesigned Reports

Check out the Redesigned Reports in @QuickBooksCA - they just keep getting better

Redesigned Reports

QuickBooks Labs is where you can try new and exciting QuickBooks plug-ins, provide feedback and help shape our products. QuickBooks Labs enables us to experiment with new features and gather real customer feedback before we roll them out within our products. In this article we explore our latest QuickBooks Labs plug-in Redesigned Reports. Where can […] The post Redesigned Reports appeared first on QuickBooks Australia .

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Learn How to Play Go Fetch with @Hubdoc '...

Learn How to Play Go Fetch with @Hubdoc Automatic Download of #accounting invoices

Learn How to Play Go Fetch with @Hubdoc '...

It’s faster than a speeding bullet. Is it a plane? No! It’s…Hubdoc! For bookkeepers and their clients, it’s a big deal. HUGE! Who likes looking for stuff? Or doing stuff that is a complete pain in the butt? Your clients don’t and neither do you. And do you like to be the bookkeeper constantly nagging them to get you their bank statements? Yeah, I didn’t think so. What is Hubdoc? Hubdoc is a growing online platform that syncs with QuickBooks Online. Yes, I know there are several billion applications out there. You are likely getting bombarded. But you know I tell you only the good stuff, so keep reading. Hubdoc is the golden retriever #Hubdog of fetching bank statements and online bills automatically and securely. Think about that....Read More

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Taking Meetings off the Agenda

Taking Meetings off the Agenda - a good reminder about #timewasters

Taking Meetings off the Agenda

Ever entered a ‘quick’ meeting only to leave it one and a half hours later thinking to yourself “this could have been covered in one e-mail and I didn’t get any of my questions answered”? Well, you’re not alone. Meetings are often the bane of workplace productivity because they eat into precious office time and […] The post Taking Meetings off the Agenda appeared first on QuickBooks India - Small Business Center .

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Setting Up and Using Multicurrency Customers in...

Setting Up and Using Multicurrency Customers in QuickBooks Online by @QBKaccounting

Setting Up and Using Multicurrency Customers in...

QuickBooks Training & QuickBooks Consulting. Best rated in Miami & Broward By Hector Garcia On August 20, 2015 · We want to use more than one currency type in our QuickBooks Online (QBO). We can turn on the multicurrency feature in Company Settings. But, how do we use it? Let’s say we have a customer that deals in Euros. They have a building in the U.S., but the main office is in a European country. When Rock Castle Construction does some remodel work for them, the payment will come from the main office, in Euros. First, we need a bank account for the foreign currency. You can see in the above graphic that now, with multicurrency turned on, there is an additional selection in account setup. What currency will be held in this bank...Read More

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Value Pricing and Timesheets Can Coexist by...

Value Pricing and Timesheets Can Coexist by Donny Shimamoto @donnyitk

Value Pricing and Timesheets Can Coexist by...

Many value pricing evangelists tell you that you need to trash timesheets. I disagree. My firm does value pricing and we still keep timesheets. The taboo on keeping timesheets is appropriate if you use timesheets to judge “staff productivity” and “hours billed” as the way to value a project. So part of adopting value pricing is […] The post Value Pricing and Timesheets Can Coexist appeared first on Sleeter Report .

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6 Signs That You Have A Great Boss '

Biggest source of #charity career satisfaction, a great boss!

6 Signs That You Have A Great Boss '

Do you have a great boss? I don’t mean one who just buys you a latte in the morning. I mean a boss who truly delivers the environment, guidance and support YOU need to excel in your job. Here’s how to find out. As Jim Collins said in his seminal book Good to Great: Why Some Companies Make the Leap… and Others Don’t, ‘Greatness is not a function of circumstance. Greatness, it turns out, is largely a matter of conscious choice, and discipline’, and this is never more true when applied to being a manager. Sadly, I’ve met a number of managers in my career that think their greatness is a matter of having ‘Manager’ or ‘Head of’ in their job title. These chumps have throw their weight around without, seemingly, making good decisions or...Read More

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How to Ensure Better Cloud Accounting Security

How to Ensure Better Cloud #Accounting Security - Important for the #charity sector

How to Ensure Better Cloud Accounting Security

Businesses of all kinds are storing content and data and accessing software applications via the global network of computer servers known as the cloud. IT analyst Gartner recently predicted that the total value of cloud-based systems would reach $210 billion a year by 2016. But just how safe is it to post your financial data to a server that is owned, maintained, and secured by someone else, somewhere else? Well, most of us are happily conducting day-to-day banking over the internet so does security matter to most organizations? Apparently yes. Many studies, such as this one from online accounting technology consultancy Software Advice, have indicated that security is rated as a top concern to companies working or planning to work with...Read More

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QuickBooks Online - Multicurrency Basics

@QuickBooksCA Online #Accounting Multicurrency Basics -Cdn biz buys/sells to USA #KnowThis

QuickBooks Online - Multicurrency Basics

Growing your business beyond borders? Learn how to set up and manage QuickBooks multicurrency for your business.

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Traps to Avoid When Seeking a Startup Loan

Traps to Avoid When Seeking a Startup Loan

Traps to Avoid When Seeking a Startup Loan

Eager entrepreneurs in search of startup capital should be especially wary of the loan process. There are hundreds of places to find money to fund a small business—simply search for “small business lending” on Google and you’ll see what I mean. The reality is, however, that only a few of these options will ultimately be […] The post Traps to Avoid When Seeking a Startup Loan appeared first on Sleeter Report .

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The Benefits of Cloud Computing

The Benefits of Cloud Computing particularly in the #charity world

The Benefits of Cloud Computing

More and more people every day believe that cloud computing is the future. It is certainly the belief in the field of bookkeeping and accounting, as all the major players such as Intuit (QuickBooks) and Sage are moving their products to the cloud as fast as they can. A big factor in the reason for this belief? Mobile computing and its rise in importance for people’s business, and for that matter, personal lives. Based on the latest figures from the United Nations, 40% of the world’s population are using the Internet. And that social media giant Facebook has 1.35 billion active monthly users, which is quite startling when you consider the site has only been around for ten years. As I mentioned in a previous post on the occasion of my trip...Read More

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QuickBooks Advanced Reporting and Customer...

QuickBooks Advanced Reporting and Customer Management

QuickBooks Advanced Reporting and Customer...

In my last article, we looked at a QuickBooks Advanced Reporting overview and how to create a simple commission report. In this session we are going to dive a little deeper into how to create a report. For this example, we are using a new piece of data that is recently available: Customer Important Dates. […] The post QuickBooks Advanced Reporting and Customer Management appeared first on Sleeter Report .

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accountantvip

You can't be a great leader without doing this

Leadership Insider Network - a great place to get answers

You can't be a great leader without doing this

The Leadership Insider network is an online community where the most thoughtful and influential people in business contribute answers to timely questions about careers and leadership. Today’s answer for: How do you build trust with your employees? is by Brad Smith, CEO of Intuit. In today’s world, the pace of change has never been faster. Organizations must learn to move “at the speed of life” or risk becoming yesterday’s footnote. Building trust with employees is critical in successfully managing that change. Here are three key ways I believe leaders can help earn this trust: Lead with questions, not answers The best leaders don’t need to have all the answers; they need to surround themselves with great people and ask the right...Read More

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5 Reasons Why Canadians Should Attend...

5 Reasons Why Accountants Should Attend QuickBooks Connect; Early-Bird Pricing Ends Aug 21

5 Reasons Why Canadians Should Attend...

Calling all Canadian accountants, professional tax preparers and ProAdvisors®! Have YOU signed up for QuickBooks® Connect? From entertaining speakers to powerful networking opportunities, here are 5 reasons why you need to ... [Read More…]

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Profit Centers - how to set them up and track...

Setting up Profit Centers in @QuickBooks Online (even if you're not profitable yet!)

Profit Centers - how to set them up and track...

One of a company owner’s most important accounting goals is to track the profitability of the business. Is profit growing? Or, decreasing? Is the amount of profit worth the investment of time and money the owner puts into his/her business? These are critical questions. Who wants to waste their time in a business enterprise that barely squeaks by and may never improve. We always search for better ways to try and see what’s going on in the business. What’s working? What’s not? One of the ways we try to do that is to break the business down into ever smaller chunks that are easier to examine. So contractors start to look and the profitability of each job. Wholesalers and retailers scrutinize the profitability of different lines of...Read More

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accountantvip

QuickBooks Online Windows App

.@QuickBooks Online Windows App - the BEST of both worlds!

QuickBooks Online Windows App

Intuit has released a Windows desktop app that you can use to access your QuickBooks Online files, the QuickBooks Online Windows App, also know as the QuickBooks Online Accountant App. This provides just about all of the features that you have available to you through the web version of QuickBooks Online and QuickBooks Online Accountant. What […] The post QuickBooks Online Windows App appeared first on Sleeter Report .

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Canada - Is HST Charged on Every Product I Sell?

Canada - Is HST Charged on Every Product I Sell? Every #charity should be clear on this.

Canada - Is HST Charged on Every Product I Sell?

HomeSmart Business Matters BlogIs HST Charged on Every Product I Sell? Is HST Charged on Every Product I Sell? This is another bookkeeping and accounting question that we’d like to use this blog to address. The simple answer is no. The government has decided to allow “point of sale” rebates on certain products or services. What this means, is that on some items you can provide your customer with a rebate on the provincial portion of the HST and only charge them 5%. Some of these categories include children’s clothing and footwear, car seats, books, diapers and feminine products. So, don’t assume that everything will have HST applied. Related PostsBookkeeping Sucks…..But Does it Have To?Canadian GST/HST is DueShould You Be in the...Read More

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Canadians - Should Your Savings Be In An RRSP...

Canadians - Should Your Savings Be In An RRSP or TFSA?...or Both?

Canadians - Should Your Savings Be In An RRSP...

HOMEABOUTSERVICESWHY CONNECT?CLOUDXERO ACCOUNTINGWAVE ACCOUNTINGFRESHBOOKSKASHOO ACCOUNTINGQUICKBOOKS ONLINEPAYROLL & INVENTORYBLOGCONTACT Should your savings be in an RRSP or TFSA?...or Both? Posted by ConnectCPA on Aug 03, 2015 at 3:25 pm Before 2009, deciding on a savings account was pretty easy…. You either had a standard savings account earning a nominal amount of interest that you were able to dip into anytime the going got tough OR you contributed to a Registered Retirement Savings Plan (RRSP). Easy enough. Starting January 1, 2009, the Canadian government introduced the Tax-Free Savings Account (TFSA). Essentially, the plan allows you to earn investment income (through a variety of investment vehicles) tax-free. Yes,...Read More

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accountantvip

6 Accountants Killing it on Social Media

6 Accountants Killing it on Social Media - Nope, not me!

6 Accountants Killing it on Social Media

Social media is quickly becoming an important branding and sales tool for accountants. No clue how to get started? Not sure how to take your social media strategy to the ... [Read More…]

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Multicurrency Feature Now Included in...

Multicurrency Feature Now Included in @QuickBooks Online US Version

Multicurrency Feature Now Included in...

I truly believe in Intuit’s® focus on offering the global small business ecosystem. As a multicurrency freak, I figured that having a multicurrency feature in QuickBooks® Online in the US would be a slam dunk. It’s already a QBO feature in other regions, such as Canada and the UK, but, for some reason, it hadn’t made it into the QBO US. That is, until now. I am delighted to report that, starting in June of 2015, QuickBooks Online Essentials and Plus subscribers in the US can now access multicurrency functionality. I’ve been waiting for some time, but it was worth the wait. Let me describe how multicurrency is enabled in QBO, and how to use it. When a QBO company is created, by default, multicurrency is not enabled, similar to the QBO you...Read More

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accountantvip

One Gal's Opinion on "Implementing Value...

"Implementing Value Pricing" by Ron Baker - what do you think? #Accounting #Bookkeeping

One Gal's Opinion on "Implementing Value...

First, let’s be honest here. Implementing Value Pricing is a tough read. But it’s well worth your time. Ronald Baker of Verasage, the author, indicated that it’s not a “beach read.” This is true. So are you up for the challenge? I promise you, it will pay off. The million-dollar question is: What is value pricing? Here’s my answer, subject to many interpretations that many in the know already have. Value pricing is assessing your client’s needs in an attentive manner, providing options to their needs, and aligning a value for that exchange before work is commenced. Many of my colleagues have contested that this is basically a way of ripping off a client. But value pricing is formulated to present options to the client ahead of the work...Read More

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accountantvip

7 Things Detail-Oriented People Notice

7 Things Detail-Oriented People Notice - #Accountants take note!

7 Things Detail-Oriented People Notice

The key to success often lies in your awareness of the little things. Jayson DeMers is the founder and CEO of AudienceBloom, a Seattle-based content marketing and social media agency. You can contact him on LinkedIn or Google+. Founder and CEO, AudienceBloom@jaysondemers Details often make or break accomplishments. You could have an incredible idea for a new business venture, but big ideas are only as powerful as the details behind them. That's why so many employers post job ads seeking detail-oriented workers. And that's why Steve Jobs revolutionized the tech industry; he was obsessed with perfecting the details. If you often observe the following seven little things that detail-oriented people notice, you're well on your way along a...Read More

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accountantvip

Do you have a data backup strategy? - Part 2

When will I stop posting about backing up data? When people start doing it!

Do you have a data backup strategy? - Part 2

My previous post began the conversation of why you needed a data backup strategy. 60% of companies that lose their data will shut down within 6 months of the disaster. Once you have your backup procedures in place, should you rely completely on your backup software? I wouldn’t recommend it. Backup software shouldn’t be relied upon to get it right all the time. To really be sure your backups are doing their job, periodically test the backups by attempting to restore them to another location. This will bring out any flaws or corrupted data before it’s too late. Also, most backup applications have a backup log or create a backup report that can quickly identify any problems or skipped files in the backup procedure. Just be sure to review...Read More

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accountantvip

Reimbursements as Income in QuickBooks Online

Invoicing #accounting #charity invoices @QuickBooksCA Online - via @QBKaccounting

Reimbursements as Income in QuickBooks Online

QuickBooks Training & QuickBooks Consulting. Best rated in Miami & Broward By Hector Garcia On July 21, 2015 · A significant feature in QuickBooks Online (QBO) is the ability to track expenses for a customer so they can be easily invoiced to that customer. There are a couple of ways to handle the accounting. QBO has several settings that allow you, the QBO user, flexibility in the way you would like to handle these transactions in your QuickBooks file. Let’s say you incur travel expenses on behalf of a customer and intend to invoice that customer for those expenses. Those expenses can be credited back to the original expense account where the travel costs were posted. This would result in a net zero expense. $500 travel expense...Read More

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accountantvip

How to Make Telecommuting Work for Your Team

Strategies to minimized #charity admin - consider telecommuting

How to Make Telecommuting Work for Your Team

With the popularity of remote work increasing, you’re likely to start hearing requests to telecommute from your team, if you haven’t already. It can be tough to switch from having a fully on-site team to having some staff members who … Read »

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accountantvip

Who Is Supervising Your Bookkeeper?

Who Is Supervising Your Bookkeeper? #Charity #Financial #Control

Who Is Supervising Your Bookkeeper?

 I got to thinking about job supervision recently and how important it is in any field. When you think about it, most jobs have people supervising them. The professions, skilled trades, and unskilled trades have someone watching or supervising others: someone to make us accountable, to check our work, to keep us on track. At AIS Solutions all of our bookkeeping work is supervised. I think it helps both myself and our clients sleep better at night. However, from my personal experience in the accounting field supervision sometimes isn’t the case or it’s not done as well as it should be. Accountants and bookkeepers perform different functions. In some of my dealings with clients they sometimes forget this.They will refer to their...Read More

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accountantvip

Building Client Loyalty in the “Age of Disruption”

Building Client Loyalty in the “Age of Disruption” #QuickBooks #Accounting

Building Client Loyalty in the “Age of Disruption”

For years now, we’ve been talking about how our profession is poised on the brink of massive changes, driven primarily by the explosive growth of digital technology. We have successfully ... [Read More…]

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accountantvip

Insightful Accountant’s “QB Talk” for August:...

Insightful Accountant’s “QB Talk” for August: Working with the Numbers in @QuickBooks

Insightful Accountant’s “QB Talk” for August:...

Insightful Accountant is running a series of web seminars – “QB Talk” – from April-August 2015, with each one taking place the second Wednesday of each month at 1 pm ET ... [Read More…]

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accountantvip

QuickBooks Online Tutorial: NEW Management Reports

QuickBooks Online Tutorial: NEW Management Reports - via @QBKaccounting #Accounting

QuickBooks Online Tutorial: NEW Management Reports

Hector shows you how to the new Management Report feature works in Quickbooks Online (QBO)

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Finding Transactions in QBO - QuickBooks...

Finding Transactions in QBO via @QBKaccounting #Accounting #Techie #Tips #QuickBooks

Finding Transactions in QBO - QuickBooks...

QuickBooks Training & QuickBooks Consulting. Best rated in Miami & Broward By Hector Garcia On July 30, 2015 · From time to time it will be necessary to find a past transaction in QuickBooks Online. There are several ways to do this, depending on what we are looking for. There is a panel in the lower right corner of the Home page that shows the recent activities in the file, including transactions. Right next to the Activities title is a field with a drop down menu. That field now reads “All”. Other selections are available in this field causing QBO to list only expenses or invoices for instance. A very recent transaction entered into the software should be easily found here, in this list. Sometimes we search for a specific check...Read More

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accountantvip

. @QuickBooks Online attachments: tips, part 2

. @QuickBooks Online attachments: tips, #Techie #Accounting #Tips

. @QuickBooks Online attachments: tips, part 2

Here's how to upload attachments with our QuickBooks mobile apps, as well as a tip on using IFTTT and Dropbox! The article QuickBooks attachments: tips, part 2 appeared originally on QuickBooks Blog .

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