• Featured Client: BEAR Data Solutions Inc.

    Overview With 14 locations in California, Nevada, Virginia, and Australia, our client BEAR Data Solutions (http://www.beardatasolutions.com/) is a global provider of technology products and solutions ...
    Aug 26, 2012 No Comments

  • QuickBooks Data File Health

    The time of the year is going to be quickly upon us when Intuit traditionally releases a new version of the software, and clients begin asking questions not only about upgrading but also about new fil...
    Aug 06, 2012 2 Comments

  • Working Remotely with SmartVault

    Last week we highlighted how we have been using Legrand CRM as an important aspect of how we work remotely for years. This week we are going to look at SmartVault and how this is also a critical compo...
    Aug 05, 2012 No Comments

  • Working Remotely with Legrand CRM

    Over the past 9 months we have changed how we do everything from a technology perspective. The only two exceptions are Legrand CRM (http://legrandcrm.com/) and QuickBooks Enterprise Solutions, which h...
    Jul 15, 2012 4 Comments

  • Ask the Expert – Customer Down Payment Report

    Question – I receive down payments from my customers based on invoices. I am looking for an easy way to see which customers still have a down payment in the liability account. Do you have any su...
    Jul 15, 2012 2 Comments

  • Client Feature: California CPA Education Foundation

    After getting started with QuickBooks courses traveling with Doug Sleeter and Jim McCraigh and teaching at Diablo Valley College in the mid-1990s, I was given the opportunity to create and present the...
    Jul 15, 2012 No Comments

  • Client Updates: Prather Ranch Meat Company

    Overview We are thrilled that one of our clients, Prather Ranch Meat Company (PRMC) http://prmeatco.com/ was been showcased in many different places lately. We have been working with them on expanding...
    Jun 27, 2012 No Comments

  • What’s on Your QuickBooks Wish List?

    Did you ever think, if I was in charge of QuickBooks, this is the first thing I would change? While we don’t have that power, this is a forum for you to share what your most important (or maybe ...
    Jun 10, 2012 36 Comments