Clearing accounts in QBO is a mighty useful tool for e-commerce and POS bookkeeping, as well as many other accounting situations.

Create a safe word - or whatever you want to call it - passphrase, secret code, secret word, security phrase…

Do it right now.

We work for our clients, but unlike many businesses, we need to collaborate to accomplish things. It’s not like many businesses where the interactions are transactional. Without cooperation on shared tasks and clear communication, we can not complete our work for them, and our workflows will remain incomplete, which is super frustrating.

I have discussed five key considerations for getting started on building your workflow, but they are scattered in posts here and there. In this post, I will consolidate five of my thoughts on workflow design and optimization.

I am big on change; I am always iterating on my business models, app stack, systems and processes - so, of course, that means there are trials along the way.

But as I love to say (so much so that I have trademarked it) “Change is hard. Not changing will be harder.”

In September, amidst the joy of celebrating a wedding in Ireland, my husband and I encountered a hiccup: his phone was stolen. As we navigated through the aftermath, we gleaned valuable insights that I'd like to share with you to safeguard your devices and data. Here are six key lessons learned from our stolen phone adventure.

This is part three in a three-part series, I talked about the misconceptions of email campaigns that can lead to ineffective strategies or missed opportunities.

Part One focused on using email campaigns, Part Two looked at deliverability, and Part Three is about maintaining good email campaign health.

I am in the messy middle of a change, of a few changes, actually. I decided to hit myself up with honing my niche and all the required process updates, along with rationalizing two of my workhorse techs. I wanted to start 2024 off fresh, but I may have been a little ambitious.

I stinking love Bank Rules in QBO!

Bank rules are super helpful for taming the feeds’ excitement and automagically categorizing transactions, saving you hours of correcting or manual coding work.

Securing your social media accounts is not just for your benefit; it’s for the benefit of everyone around you. Tight security allows you to feel comfortable joining all the fantastic Groups that give so much joy to our lives, knowing you have done your darndest to safeguard others in them.

In a three-part series, I will run through several misconceptions about email campaigns that can lead to ineffective strategies or missed opportunities. Part One focused on using email campaigns, today - Part Two - looks at deliverability, and Part Three will be about maintaining good email campaign health.

I have been working in QBO since 2012, and I didn’t know that you could complete calculations right inside transactions until 2014. That's two years of dragging out my calculator that I’m never getting back! I don’t want any of you to miss another minute of math efficiency.

In a three-part series, I will run through several misconceptions about email campaigns that can lead to ineffective strategies or missed opportunities. Today in Part One, we focus on using email campaigns.

The way we market our services is often “water bottling”. We have lulled ourselves into services that every bookkeeping and accounting firm provides. 

But what if you engage in some navel-gazing of yourself and your firm and figure out your unique qualities?

Starting an accounting firm is a lot like watching a swan take off, only with fewer feathers and more spreadsheets.

The Most Clicked on Articles From 2023 From The Cloud Accounting Resources Blog

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What the what is DDoS!? And why you should care.

A DDoS attack is like an unexpected traffic jam clogging up the digital highway, preventing regular traffic from arriving at its destination.

I have blogged for more than a few years but what is fairly new to me, is my email campaigns. I didn’t think the effort-to-outcome ratio would make it worthwhile. I didn’t have a clear enough outcome of why I would send out emails. I wasn’t sure how to bring value to subscribers. And I was worried about being intrusive to people’s inboxes. Sound like you?

I bet you are thinking, “Why are we discussing checklists? That seems like a pretty rudimentary topic?”

Yeah, um…no… 

Checklists are the basis for all our work.