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| Thu, 05 Nov 2009 |
On the Radar with Jody Padar
Practitioners looking for ways to transform their practices can start with Jody Padar. Here's how one Advanced Certified QuickBooks ProAdvisor transformed her family-owned firm from a well-respected, established provider of services to a totally energized growth solutions provider. How does she do it? Learn how her value pricing and monthly service arrangement demonstrates dedication to speed and urgency in meeting client needs. |
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| Thu, 05 Nov 2009 |
Keeping the Accounting Practice All in the Family
Jody Padar joined her father's local firm, James J. Matousek, CPA, Ltd., long after proving herself elsewhere, including with the national firm, PriceWaterhouse Coopers LLC. She says working with her father is easy, and as much as she contributes, she's learned more from him. |
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| Tue, 06 Oct 2009 |
Handling Prepaid Expenses Once and For All
Accountants, bookkeepers, and other professionals use myriad methods to keep track of prepaid expenses in Intuit QuickBooks financial software. When something is paid in advance and must be expensed over one or more months in the future, accounting professionals must properly record the expense in a timely manner. The normal method for making this monthly entry is to use a journal entry (debit expense, credit prepaid expense). Certified QuickBooks ProAdvisor Phyllis L. Panzeter shares an easier way. |
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| Tue, 08 Sep 2009 |
QuickBooks, Paper and Chocolate ... & QuickBooks Point of Sale
CPA and former auditor Vicki Petersen had a great career, working variously as Director of Internal Audit at Connecticut General (now Cigna) and a senior manager at Deloitte & Touche in the small business department. But she embraced her inner entrepreneur to create Paper & Chocolate, a high-end specialty shop in Dallas, Texas, using her accounting skills QuickBooks Pro, and QuickBooks Point of Sale. |
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| Tue, 16 June 2009 |
Using QuickBooks to Prevent Fraud
Your protection against fraud is only as good as your internal control and accounting procedures. Often business owners simply rely on software, yet software is only one component of the control environment. In this article, CPA and Advanced Certified QuickBooks ProAdvisor Amy Vetter shows how QuickBooks can contribute to a holistic approach to control. |
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| Tue, 16 June 2009 |
Checklist of 25 Elements of Appropriate Controls with QuickBooks®
Helping clients protect themselves from fraud is one of the most valuable services you can provide. The security features in QuickBooks can contribute to a holistic approach to control in concert with best business practices. CPA and Advanced Certified QuickBooks ProAdvisor Amy Vetter provides a list of 25 areas or issues – both inside and outside the software –crucial to an adequate defense against fraud. Bonus: A Word version of her checklist. |
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| Mon, 11 May 2009 |
Easy to Add Value with QuickBooks Custom Forms
You can really demonstrate your value to your QuickBooks clients by showing them how to customize forms to improve payments, service level, profitability, and more. CPA Sandi Smith interviews top QuickBooks ProAdvisors on their best tips. |
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| Mon, 30 Mar 2009 |
Mastering QuickBooks: Increasing QuickBooks Performance for Large Files and Multiple Users
In this article, Joe Woodard provides technical insights so you can better support your clients who use QuickBooks, especially with large files or multiple users. Joe provides numerous, practical tips for increasing the performance of QuickBooks, especially when the data files is large and there are 5 or more users logged into the file. Plus learn more about Joe’s upcoming conference. |
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| Tue, 03 Mar 2009 |
Bonus Tutorial on Multicurrency in QuickBooks
Certified QuickBooks ProAdvisor Esther Friedberg Karp reveals the ins and outs of the new multicurrency function in this two-part tutorial. Esther, who works with clients on both sides of the U.S.-Canadian border, provides real-world examples. Part I of the tutorial discusses how to get started and walks through basic features of the new multicurrency feature. |
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| Mon, 12 Jan,, 2009 |
Five QuickBooks Keyboard Shortcuts for You and Clients
From long experience teaching clients and business professionals how to use QuickBooks, Caren Schwartz identifies some simple keyboard shortcuts that many QuickBooks users, wish they’d know about a long time ago. Caren, an Advanced Certified QuickBooks ProAdvisor, also lets us offer a PDF version of these tips you can share with clients. |
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| Mon, 12 Jan 2009 |
Five Keys to Managing a Mobile Accounting Workforce
Now that it's so much easier to manage a mobile accounting workforce, the challenges found by practitioners are not so much in the technology as in communications. CPA Sandi Smith identifies five keys to managing a mobile workforce with real-world examples from CPAs and QuickBooks ProAdvisors who are doing just that. Plus she reminds us of the quality of life issues that make this option so attractive. |
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| Tue, 09 Dec 2008 |
Year-End Checklists, Related Resources, and In-Product Help
When the end of the year is at hand, and you are looking for assistance in taking care of year-end issues in QuickBooks, here is our overview of resources in print, online, and in-product to help you close out the year right. As a bonus we include a new year-end checklist in print. |
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