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9 Ways to Take the Pain & Suffering Out of Tax Time

It’s That Time of Year Again – TAX TIME! And guess what? I’ve been working with clients who have been turning their numbers over to their tax accountants starting the middle of January! Do you dread January, February, March – and beyond – because those months seem to turn into “Franken-tax” time? Are you asking …

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Top 7 Reasons Business Owners Call a QuickBooks ProAdvisor

Assistance from a QuickBooks Prodvisor

Based on 20+ years of incoming requests for assistance from business owners, here are the top 7 reasons I’ve found that they call me as a QuickBooks ProAdvisor. See if any of these scenarios sound like what you may be facing in your company… As a business owner, you learn through trial and error what makes …

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Account Reconciliation – Discrepancies

Account Reconciliation

Company owners sometimes ask me:  “Should balance adjustments arising from account reconciliation problems cause me any concern?” In my experience and opinion, accounts should reconcile–right down to the penny–almost all of the time! The account reconciliation process is just a large matching game where you match your accounting entries to the bank’s entries, and then …

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Types of Accountants

Types of Accountants

This article by Dan Rooks describes the various kinds of accountants and their roles.  Info Plus President, Diane Gilson, contributed some thoughts and background information. Dan is co-founder and CEO of Decisive Systems, Inc., a software company that measures the operating cost of heavy equipment. Besides creating “Tools to make smart machine owners smarter”, DSI also …

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