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…
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Rules on Deducting Business Start-Up Expenses
Tangible Asset and Repair Regulations Reminder
Being Skeptical: Is it Really a Bad Thing?
Your Documents: Where You Need Them, When You Need Them
Preventing and Detecting Fraud in Your Organization
Tax Deadline Reminder: FBARs Due by June 30
Eileen Sheridan Featured in CalCPA Magazine
Small Business Reprieve on Health Premium Reimbursement Plans
New California Credit: College Access Tax Credit
Student Scholarships – Free Money or Taxable Income?
Charity Navigator: Giving Your Organization a Facelift
