There are some tools and resources which I find valuable enough to share with you. I know many of you are really busy right now, but these 3 tools are something which you may find very helpful: QQube is an amazing new reporting tool, Scaling New Heights — a great conference for Intuit Advisors and The Sleeter Group’s Consultant’s Reference Guide. Read more
For awhile now, I’ve had ‘iPad envy’ watching people enjoy their slick, cool iPads. Last week the iPad 2 was announced and I wrote this post about the Pros and Cons of the iPad and why I wasn’t going to get one. There were many comments posted and it felt good to see other people agreed with my conclusion. But alas, the allure of the iPad combined with a good deal proved too strong for me to resist! With the release of the iPad 2 on my birthday, it was just meant to be right? So here’s how I wound up buying an iPad…. Read more
I wrote this post and it was originally published on The Sleeter Group‘s new blog QuickBooks and Beyond Blog.
When someone is looking for an accounting professional, they prefer someone they know, like and trust. Let’s talk about how you can use Linkedin to build this trust and cultivate referrals to grow your business.
Whether you are a CPA, accountant, bookkeeper, QuickBooks consultant, IT specialist or tax professional, the most effective marketing methods continue to be referrals and relationships. Read more
Do you find it challenging to get the information you need from QuickBooks? Are you tired of spending hours and hours trying to get a report you need? QQube by Clearify is a new tool which “allows you to create repor
ts & analysis in minutes – not hours or days. It will help those who have struggled, with kludgy cut & paste operations, ODBC drivers, & reporting tools that don’t do what you want. QQube is the brain child of CLEARIFY founder Chuck Vigeant – long considered the foremost expert on QuickBooks data for custom reporting & analysis purposes.” I had an opportunity to visit with CLEARIFY founder Chuck Vigeant, and asked him some questions regarding the release of their new reporting and analysis technology – QQube. Read more
QuickBooks FAQ: Is there a way to customize a standard report within QuickBooks to show clients (or customers) that have not purchased products/services within a certain time frame? Yes, you can create a custom summary QuickBooks report to show customers with no sales. Plus you can memorize the report to use in the future and even create an icon for it on the icon bar. Read more
Apple announced the iPad 2 today and in an email stated: “Thinner. Lighter. Faster. FaceTime. Smart Covers. 10-hour battery. Coming March 11” — my birthday! I’ve had “iPad envy” for awhile now and contemplated whether to buy an iPad or not. As a CPA and business owner, is it right for me? Would QuickBooks work on it? Or is it an expensive toy? Read more
QuickBooks FAQs: Help! How can I create a report that will show all bank deposits with a total for a specific month? If I go to Reports > Banking > Deposit Detail to get a report of deposits for the month there isn’t a total. I can export the report to Excel to calculate a total, but isn’t there an easier way to get the report from QuickBooks? Yes there is an easier method and I’ll show you how to do it. Read more