Due dilligence and compliance checklist of nonprofit organizations
When associating with a nonprofit organization an accountant, attorney, prospective board member, […]
Category: bookkeeping
How to invite me as an accountant to be able to look at your QuickBooks Online records
As the owner of a QuickBooks company subscription, you have complete control […]
What to do about bookkeeping?
We seem to be in the midst of a business bookkeeping crisis […]
Small business accounting updates
Advancing technology continues to change our small business accounting systems at an […]
Simple bookkeeping systems for sole proprietors
In general, I try to have a coaching conversation with new clients […]
Evolution of accounting support services
This message being delivered to post-tax season clients starting today: “My business, […]
A Fresh Look at Electronic Fund Transfer Payments
In a perfect world, we should be able to “click and pay” […]
How does your ‘To Do List’ work?
How does your “To Do List” work? I’d really like to know. […]
Withdrawal of universal support for QuickBooks Online
We all know that business and technology are in a constant state […]
Accounting services engagement agreement – updated for 2020
This page is outdated. A more recent version is available: Sample accounting […]