Is It Time to Move Off of QuickBooks?
QuickBooks is an excellent and cost-effective solution for small businesses, maybe even midsize businesses. But your…
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The Essentials of Cloud-Based Accounting Software
“Siri, what is my year-to-date net income?” This is where technology is going. Are you on…
Read this Insight...Cloud-Based Versus On-Premise Software
Last month we announced our newest partnership with Acumatica to offer cloud-based ERP software services. But…
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What is Acumatica?
Nearly everyone has their head in the cloud these days—and for a good reason. Cloud-based ERP…
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Your Documents: Where You Need Them, When You Need Them
When you think about what the biggest bottlenecks are in your organization, there’s a good chance…
Read this Insight...The Magic of AP Automation
Somewhere in an office not so far from here, there is a company that gets all their…
Read this Insight...Planning a Successful CRM Project
“Plan the work and work the plan.” That’s what my grandfather always used to tell me.…
Read this Insight...The Power of Integration
Myth: Accounting systems are for the accountants and CRM is for the sales people. Isn’t that…
Read this Insight...Top 10 New Trends in Document Management Systems
New Overtime Rule May Impact Your Business
Safe Harbor Benefits Restaurant and Retail Industry
Danna McGrew Named to the Board of Directors for the Scholarship Foundation of Santa Barbara
Bridget Foreman Named One of the Top 50 Women in Business
Reporting Requirements When Hiring Independent Contractors
California Franchise Tax Board Launches New Version of MyFTB
Moving Forward with SSARS 21
Scott Hadley Named Who’s Who in Business Leadership
New Year Brings New Partners & Promotions
The Risks of Debt-Forgiveness Programs
