QB Sept 2019

September 9, 2019 

New! Receipt Capture in QuickBooks Online Drives Efficiency

With Receipt Capture, you and your clients can snap and store receipts digitally in QuickBooks Online to save hours of labor. Once receipts are uploaded to QuickBooks Online, they are automatically categorized and matched to transactions.

ProAdvisor Spotlight 1

August 12, 2019 

New Features and Enhancements in QuickBooks Online Accountant

QuickBooks Online Accountant allows accountants and bookkeepers to access all your clients, resources, and tools under one login. It’s cloud-based, which means there are no annual releases or upgrades; instead, Intuit is constantly introducing ...

Axcess First Hand

June 14, 2019 

Building the Firm of Tomorrow with CCH Axcess

From their firm’s earliest days, when it was just the partners and one administrative assistant, and about $200,000 in billings, Chris says he kept on the lookout for ways to be more productive, while improving client service as well.

CCH Axcess Platform Wheel

June 13, 2019 

Building the Firm of Tomorrow with CCH Axcess

Chris Salisbury knows tech, and as a CPA, he knows accounting and taxes. But what really sets his firm apart is how he has combined the best tech with best practices to realize better client service and higher profits. After working for more than a decade at large regional firms in North Carolina, Chris and...…

access-logo_RBA[1]

April 18, 2019 

A Passion for Community Action

As the finance director for the Access Community Action Agency (www.accessagency.org), and a lifelong Connecticuter, Parker Stevens has seen how many of his neighbors in and around the city of Willimantic are in need of assistance. Serving Windham ...

Firm of the Future Logo 4X3

April 17, 2019 

3 Reasons to Add Payroll to Your Practice

Payroll is often one of the largest expenses for small businesses. In fact, according to the Intuit State of Small Business Cash Flow - Payroll study, nearly half of small business owners who aren’t self-employed estimate 30 percent of their company’s ...

Scott Cytron

practice engine

April 9, 2019 

Practice Management: Retaining Clients for Life

The modern age of the practice management system is here, and it’s offering accounting firms more efficiencies than they have ever had in the past. A practice management system goes beyond time entry into managing the complete life cycle that is your client relationship. This is the driving factor behind Practice Engine, along with the...…