Are You Evaluating Potential Alternatives to QuickBooks?
Is your business evaluating potential alternatives to QuickBooks? If so, I’d like to introduce you to the Striven platform. STRIVEN: A SOLID ALTERNATIVE TO QUICKBOOKS Maybe you’ve [...]
Should I Backup my QuickBooks Online (QBO) Data?
Should you backup your QBO data? The short answer is yes! But doesn’t Intuit backup my QBO data now? The answer there is also yes, BUT… UNDERSTANDING YOUR NEED FOR QBO DATA BACKUP [...]
What’s the Exit Strategy for Your Business?
Have you thought about an exit plan for your business? If not, don’t overlook this critical process! Ideally, the planning process for your exit should begin at least 3-5 years (if not [...]
4 Critical Mistakes to Avoid with QuickBooks
I wanted to share some field-tested advice when it comes to avoiding headaches using QuickBooks for your accounting and business finances. Here is a list of four critical mistakes I see [...]
The OrderEase B2B Ordering Solution for Wholesalers, Retailers and Buying Groups
Here’s a fun fact – over 49% of B2B transactions are still being processed manually. Ouch. Can you imagine the drag on profits as a result of this? If you have thought about trying to [...]
Thinking of Moving from QuickBooks Desktop to QuickBooks Online? 7 Things You Must Know
Looking for advice on moving your business from the desktop version of QuickBooks (meaning Pro/Premier/Enterprise) to QBO? Here’s mine… Get this topic into the flow of your planning [...]
Sales Metrics and Customer Insights from Your QuickBooks Data
Looking for more customer insights and analytics than QuickBooks can provide? Maybe you’d like to see a breakdown of new customers (and sales $) vs. existing customers (and their sales $)? [...]
QuickBooks Inventory Valuation Report and Balance Sheet Do Not Match?
A question for you… Does your month-end closing process include the step where you check that the total of your inventory on the valuation report matches your balance sheet in QuickBooks? [...]
The Profit and Loss by Customer Type Report in QuickBooks Pro/Premier/Enterprise
Has your business ever tried to determine profitably by the type of customers you track? If so, you’ve likely found that this option is not on the core QuickBooks report menu. Good news! [...]
The Profit and Loss Report – Are You Getting Your Monthly Financial Scorecard?
Let’s check out the odds… 3 out of 10? 4 out of 10? Based on my (very) unscientific research over the last twenty years, I’m finding about 3 to 4 out of every 10 small [...]
