Guides + Articles

Resources to inspire you and simplify your path to success.

Webinar: Year-End Tax Planning and Updates

Are you maximizing your tax position? Get caught up on 2021 tax credit updates and learn best practices for a smooth transition to 2022.

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Power and Security of Cloud-Based Accounting

What's the best way to make sure your data is secure? Cloud-based accounting is secure, convenient, and efficient.

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The 7 Most Overlooked Payroll Data Metrics

Ensure you are not glossing over key payroll data metrics with our handy infographic.

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THE COMPLETE GUIDE TO HUMAN CAPITAL MANAGEMENT IN 2022

FREE GUIDE: Master Your Process to Improve Productivity.

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HOW TO IMPLEMENT ACCOUNTING AUTOMATION IN 2022

FREE GUIDE: Step into the modern age of accounting.

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Blogs

Trending topics on all things accounting and payroll.

2 min read

How to Evaluate Your CPA's Performance

Looking for the perfect CPA for your small business is like finding a key teammate; it's crucial for your success. But...
5 min read

What Is a W-9 and Who Is Required to Fill It Out?

A Form W-9 is an important document used by businesses to request the taxpayer identification number (TIN) of...
2 min read

How Your POS System Impacts Your Business Financials

In the rapidly evolving landscape of small business management, staying ahead of the curve is crucial. For many...
2 min read

Why You Should Buy Real Estate for Your Small Business

When we set out to start or buy a business, our minds are often preoccupied with finding customers, building a team,...
2 min read

Backdoor Roth IRAs: The Hidden Retirement Tool

In the ever-evolving world of finance, there are always new techniques and strategies emerging to help individuals save...
3 min read

The Difference Between Profit Margin and Markup

Running a small business involves juggling various tasks, but understanding your finances is crucial for success. One...

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Videos

Short videos that provide the facts that you want to hear — when you need to hear them.

How to Measure a Company's Growth

Do you know how much your company is growing? Is your small business making leaps and bounds or baby steps? Stop...

Create and Leverage Strategic Partnerships

It is likely your small business is already working with strategic partners, but there are MANY more out there....

How to Build a Scalable Business

Too often businesses are focused on the here and now and that loses sight of the future. Grow your business in a safe...

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Podcast

Real stories from business owners about their real business experiences.

How to Reach Out & Stand Out as a Restaurant

Do you own a restaurant? Struggling to attract customers in today's digital world? This episode is packed with tips to...

Auto Repair Shop Communication Inside & Out

Sara Fraser with Haas Performance Consulting LLC has a long history of working in the automotive repair industry as...

Al's Auto Repair Shop Journey Start to Finish

Meet Al Wright, who owns John's Automotive in Cedar Rapids, Iowa. Al shares his journey in the automotive industry,...

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QuickBooks

Access the answers to all of your QuickBooks questions.

QuickBooks Desktop to QuickBooks Online: What converts and what doesn't?

Changing software programs can feel scary and overwhelming. That's why we work closely with our clients to help them make the transition from QuickBooks Desktop to QuickBooks Online smooth and worry-free.

We put this reference tool together to help you navigate your move to QBO and stay on top of what's happening inside your accounting software.

QBD to QBO

 

2 min read

Tracking Mileage in QuickBooks Online

If you drive for work, let QuickBooks Online make sure you're recording all of your deductible mileage. If any part of...
2 min read

How to Use Tags in QuickBooks Online

Where is your money coming from? Where is it going? You can use tags in QuickBooks Online to find out. QuickBooks...
1 min read

Connect Your Bank Accounts to QuickBooks Online

Save heaps of time and minimize errors. We are excited to help you leverage the power of QuickBooks Online. One of the...
3 min read

How QuickBooks Can Help Your Business Recover

The COVID-19 pandemic isn’t over, but many small businesses are on the upswing. How QuickBooks Online can help if yours...
3 min read

Billing Customers for Time and Expenses in QuickBooks Online

Sometimes, you have to spend money on your customers. Make sure you’re billing them for it. Usually, money flows from...
2 min read

How to Create Recurring Transactions in QuickBooks Online

QuickBooks Online saves time and improves accounting accuracy in numerous ways. One example is its support for...

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