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Accountants love it when they get a clean set of books. The ultimate prize is when the Net Assets with Donor Restrictions account is up to date. A critical step in getting there is a good grant ...
May 10, 2024 4:14:26 PM
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Wondering how to properly keep track of your Interest on Lawyer Trust Accounts (IOLTA)? To many small businesses, keeping records is downright confusing. We recommend keeping track of individual ...
May 2, 2024 3:10:27 PM
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Catching up on QuickBooks is like solving a puzzle: Each transaction is like a puzzle piece that needs to be placed in the correct account. Just as you would take your time to ensure that each puzzle ...
Jan 11, 2024 12:46:00 PM
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Clean bookkeeping is essential for any business, but it is especially important for technology and biotech firms that receive funding from investors and grants. These firms have unique accounting ...
Jan 5, 2024 12:02:20 PM
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QuickBooks is like a superhero that can manage your business finances, but even superheroes have their kryptonite. In this blog post, we’ll explore three areas that can present challenges for ...
Jan 1, 2024 3:41:10 PM
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The relationship you have with your accountant shouldn't be one-sided. Yes, it's important for you to have collected all the necessary documents in a timely fashion so your accountant can prepare ...
Feb 24, 2023 12:15:00 PM
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This week, another one of our clients fell victim to Social Engineering. An employee received an email to make a change in another employee’s payroll deposit bank account that went undetected for two ...
Feb 1, 2023 11:52:29 AM
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Regularly, we receive requests to have books “investor ready” and we can help you, too. What exactly does investor ready mean? When you're seeking investment in your company, you need to be prepared ...
Dec 5, 2022 11:40:10 AM
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It can be confusing for small business owners to determine what professional service is needed. Typically, more than one service is necessary. Below are the differences in professional services ...
Dec 1, 2021 11:30:00 AM
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The last months of the year is a busy time for most businesses. Not just with the approaching holiday season, but preparing for year end as well. To help you get to the finish line, here are some ...
Oct 11, 2021 10:00:00 AM
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