Archive | June 2012

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Remote Support is here!

Do you need assistance with your Quickbooks file or uploading documents to our portal? You can get the direct help that you need from the comfort of your home or office! We now offer “GoToAssist,” a feature that allows you to “share” your computer screen with our firm. For more information, take a look at […]

Quickbooks Tip #5

Importing Credit Card & Bank Transactions – These tools allow credit card and bank transaction data to be imported directly into Quickbooks. This saves time and errors compared to manual entry of an entire statement. This feature can also automatically match expenditures with appropriate vendor and account numbers for efficient processing. – To access the […]

Making those important decisions

Did you know that our firm also provides individual and business consulting services? We can help you make the important decisions such as buying/selling a business, planning for retirement, estate planning, etc. For a more comprehensive list of our services, please visit our website

Quickbooks Tip #4: Attaching Documents

This feature allows you to attach electronic documents throughout Quickbooks to achieve a paperless environment. There are several advantages, such as: a. Making electronic documents available instantly for all users b. Reducing the costs associated with making copies, sending and storing paper documents c. Protecting your data by allowing electronic documents back-ups to be created […]