by SmartVault on June 1, 2010
From the June 2010 issue of The CPA Tech Advisor
We can help our clients in so many ways in the areas of business advice and technology. Now that tax season is behind us for another year, it is the perfect time for us to help our small business clients figure out how to run better and more profitably. Our accounting and management advice and insight is truly valuable to clients, yet we often underestimate how valuable our technology advice can be to them. As you can see throughout the rest of this issue, accounting software, document management and workflow are key technologies that you need to be comfortable enough with to make recommendations.
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by SmartVault on May 28, 2010
Need an easier way to securely share and store your content? Check out the latest release from SmartVault:
- Improved features for simple sharing of documents with one person or many people
- Custom wizards based on your specific user type that dramatically improve the ‘Getting Started’ experience for all users
- Usability improvements for uploading and managing documents in your vault
- Automated support for annual billing; customers can save 10% by signing up for annual billing over monthly
SmartVault offers a fully featured FREE plan with storage up to 100MB. Try it risk free today >>
by SmartVault on May 6, 2010
“Flying by the seat of your pants,” is not a phrase that should refer to how one runs their business. Unfortunately, it seems to describe all too many companies.
The good news is that the 4.5 million QuickBooks users and their accountants can take steps to work more efficiently with QuickBooks to get a solid grasp of a business’ financial health.
“With so many small businesses using QuickBooks, most CPAs are having to deal with inaccurate, incomplete or inconsistent data they get from their clients,” said Doug Sleeter, founder of The Sleeter Group, a large QuickBooks consultant. “That presents all sorts of problems. Obviously, it’s hard to prepare a tax return from bad data, so a lot of CPAs find themselves in the business of cleaning up the QuickBooks data files from their clients. The core of the problem is that the clients were never really properly trained on how to put data in [QuickBooks].”
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