Withdrawal of universal support for QuickBooks Online

Posted Leave a commentPosted in Accounting, bookkeeping, Small Business

We all know that business and technology are in a constant state of change. Certainly the small business accounting industry has seen plenty of change in recent years. After years of supporting the transition of private businesses and nonprofits’ accounting platform to QuickBooks Online as the core technology platform, I am withdrawing that universal endorsement. […]

Accounting services engagement agreement – updated for 2020

Posted Leave a commentPosted in Accounting, bookkeeping, Small Business

Accounting services are constantly evolving and engagement agreements are customized for each client. This is a sample service agreement. Dear : Thank you for choosing me to help you with business services and accounting. This engagement agreement is meant to clarify the details of our work. Even though it is long, it is written in […]

Reduce business checking fees

Posted Leave a commentPosted in Accounting, bookkeeping, Small Business

Today’s banking services are less expensive in the past but banks’ revenues are actually greater today. Why? Banks add extra fees for add-on services that can be avoided but only with proper management oversight. For example, most of the nation’s bill payment processors charge a hefty fee for cancelling and replacing a lost check. Many […]