Blog2017-05-08T21:17:34+00:00

Get Organized with This 32 Item Year-End Close Checklist

By |November 22nd, 2019|Categories: Accounting, Best Practices|

A great way to make a wonderful start to 2020 is to wrap up 2019 feeling organized and on top of the world. Here’s a checklist of [...]

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Best Security Practices: How to Protect Your Client’s Credit Card Information

By |October 10th, 2019|Categories: Best Practices, Small Business Management|

Does your business ask your customers for their credit card numbers at any time during the sales process?  If so, it’s essential that you honor the privacy [...]

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Tips to Create the Perfect Chart of Accounts

By |October 1st, 2019|Categories: Best Practices, Small Business Management|

Your chart of accounts is the list of accounts in your accounting software. The accounts are listed in your reports, and the totals allow you to determine [...]

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5 Fall Season Projects to Refresh Your Financial Results

By |September 18th, 2019|Categories: Best Practices, Small Business Management|

As we move into the fall season and the final quarter of the year, it's a perfect time to commit to a project in your business that [...]

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Does Your Business Have a Safety Net? Figure out a safety net number that will keep your business risk low!

By |September 5th, 2019|Categories: Best Practices, Small Business Management, Uncategorized|

One of the most important parts of managing a business is making sure there is enough cash to keep the business going.  As a business [...]

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