Quickbooks Online

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Intuit’s Quickbooks was first released in 1983 as a primitive small business accounting package based on their virtual checkbook package Quicken, and In-House Accountant, a company they acquired.

Over the four decades of the Quickbooks brand, Intuit has evolved their software package into a serious general ledger, then the dominant small business accounting system in the world. The launched Quickbooks online for businesses moving to the cloud. Over the past few years, this has evolved from their secondary option to their primary platform, with new features almost exclusively on the online option with limited upgrades to the legacy desktop solution.

Bette has been working with Quickbooks since 2002, and has worked extensively with the various Windows, Mac, and Cloud based versions. Until 2020, we partnered with Swizznet to support Quickbooks Desktop on their Citrix based cloud infrastructure. As of 2020, we have moved all our clients to Intuit’s newer, Online Package, focusing on helping our clients take advantage of the cloud infrastructure and integration options.

There are now a myriad of small business general ledger options, and we are no longer limited to Quickbooks and Xero like we were a few years ago. As the market leader, Intuit’s offerings are the most common, and therefore the most transportable between accounting firms. With an obscure general ledger option, you may be limited in getting your books reviewed and your taxes may simply be based on the reports of your existing data. By utilizing a market leading solution, it is easy to find quality bookkeeping options. Quickbooks Online is at the center of our Starter Package and Profit First Offerings.

All Things CRM

By |2022-01-31T17:11:23-05:00January 31st, 2022|Categories: #FinanceFriday|Tags: , , , , |

Welcome to Finance Friday; we have a fantastic guest! We have Danielle Major from KiConsultants, a CRM and Automation expert, who will talk to us about all things CRM. Danielle works with businesses, anywhere from small to medium to enterprises; she helps them get organized by implementing software technology to help make their lives easier and make more money with fewer resources.

Accounts Receivable – Video

By |2022-12-16T13:35:10-05:00October 20th, 2021|Categories: Quickies with Bette|Tags: , , , , |

Hi, I'm Bette Hochberger, CPA, CGMA, and today we're going to do a little bit of a laser focus on a helpful report in QuickBooks called the accounts receivable aging report. So watch the video below to see a walk-through. we're going to look at an "accounts receivable aging report."

Your Start-Up Business Needs A CPA

By |2022-12-16T14:11:14-05:00June 29th, 2021|Categories: Quickies with Bette|Tags: , , , , , , , , , |

Hi, I'm Bette Hochberger, CPA CGMA, and on today's Business Quickie, we're going to talk about six reasons why your startup needs a CPA. Now, I can tell you all sorts of horror stories, and I'm sure you find anyone who started a business. They can also probably tell you many horror stories about not having the right professionals on board, not having an attorney, not having a CPA, all these things. So, if you think hiring a CPA is not worth the investment in your business; here are the six reasons why you should.

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