How does your “To Do List” work? I’d really like to know. Here’s my situation: Since I’m an MS Office platform guy (as most government and law offices are), I keep mine on the much improved “Microsoft To Do” app that is prominently positioned on my phone, iPad and PC. It integrates with other functions […]
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 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 […]
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 […]