Cool Tools – QuickBooks app

Did you know you could pull up standard financial reports in your QuickBooks mobile app? That’s right – your Balance Sheet, Profit & Loss are accessible right there on your phone! Very handy. We love the accessibility of the mobile app, and that’s not the only thing you can do with it. You can also...

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Success Stories – Getting to the Bottom of Things

It’s not uncommon that we are asked to dig into things that occurred before we ever started working with our clients. That’s exactly what recently happened for one of our clients – they received an IRS notice regarding a payroll filing for a prior year. Thankfully, their ZümiFi account manager Patty dug right into it!...

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Save Those Receipts

The IRS requires you to keep receipts for basically everything you spend on your business. Collecting, and managing those receipts is a critical workflow to determine for your business. Done well, this just becomes a way everyone works. Not done well, this becomes a time-consuming reconstruction effort well after the fact, and the potential to...

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Cool Tools – Venmo Payment Systems

As we mentioned earlier, Venmo is one of several payment systems that are based on a peer-to-peer model. What that means is that Venmo serves as the middleman between your bank account and someone else’s. If you issue payment via Venmo, you essentially transfer money from one of your linked accounts into Venmo. Venmo holds...

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Pay Fast & Easy!

Everyone wants to issue payments fast and easy, including our clients! We regularly field inquiries about how to remit payment to us electronically and avoid the hassle of printing out checks and sending them via “snail mail”. So what are the best options to remit payment electronically? Well, the truth is that will depend on...

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Success Stories – Coding for Success

One of our clients has a lot of credit card transactions that flow through their books. Many of those transactions are related to specific jobs they are working on, and need to be billed back to their customers. So coding the credit card activity is always a concern and “pain point”, especially for the busy...

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Reconcile, Reconcile!

We love technology. We love automation! Automation is becoming a bigger and bigger component of bookkeeping, and software like QuickBooks Online. We appreciate that AI can be a huge time saver, especially for very routine processes and codings. But you know what? Automation isn’t perfect. And automation currently makes mistakes. So how do we leverage...

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Cool Tools – JumpCloud

Did you ever wish you could give your users just one set of credentials to securely access everything? Well, JumpCloud makes that possible! Computers, apps, network – it can handle it all! This is a great solution for businesses that want to be able to turn on or turn off, access simply and quickly for...

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