Value Your Business!

Do you know what your business is worth? I mean, really worth? When I say worth, I mean if you were trying to sell your business do you know what someone is likely to pay you for your business? The reality, of course, it that it is always hard to know what a business could...

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Cool Tools – Pivot Tables

Pivot Tables are an easy way to organize information. You can use them in either Excel or in Google Sheets if that’s your thing. What we love about pivot tables is that you can create them to pull data, and it will automatically update totals or summaries when the data changes! Voila! We use this...

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Cash Reserves – Set Your Goal!

Cash Reserves – how much is enough? This is a question we address with our clients quite frequently actually. It is wonderful to beyond those day to day cash crisis needs, but the next level of success often means that while your cash position may be stronger, your need for cash may also be growing....

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Cool Tools – TSheets

TSheets is an awesome time tracking program. It has a mobile app, that makes entering time super easy from anywhere. One of the major reasons we love TSheets is that it integrates so well with QuickBooks, especially QuickBooks Online. That’s right – as soon as you create a new customer in QBO you can bring...

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Success Stories – It’s the Small Things

Recently a client wrote us this – “Love your approach to ensure that nothing gets missed. Really appreciate you implementing a proactive solution to this! – this is great, keep up the hard work :).” BAM! That is pure music to our ears. We strive to be proactive. We focus on making things cleaner, and...

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Start Saving for Taxes Now!

I know, I know … you are sick of taxes! And you just paid them (or at least an estimate of what you will owe). But here’s the thing – smart businesses save for taxes all throughout the year. Month by month, or week by week they are putting money away for the tax payments...

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Cool Tools – Zoom Record a Meeting

In the Pro version of Zoom (not free), you can record your meetings. We find this a valuable tool for those times when multiple people need to meet, but someone cannot attend. Why bother rescheduling? With Zoom, you can simply record the meeting, and share the recording so the individual who could not attend can...

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Success Stories – Payroll Done Right

We had a new client come on board recently, and one of the first tasks was to get things in order for 2018. In that review process, their Account Manager Megan noticed that the payroll entries were all over the place! We have talked before about the importance of consistency, and payroll entries, in particular,...

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Train your Folks!

Sexual Harassment is a big deal, and now providing anti-harassment training is a legal requirement for all businesses in California that have 5 or more employees. The new law, effective now for 2019, states that all Supervisors must receive at least two hours of anti-harassment training. All other employees must receive at least one hour...

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