Our Blog
Our blog: how to improve your cash flow and profits by improving your financial processes in and around Quickbooks.
Budget and Forecast in Quickbooks (3) – Budgets
This is the second of four blogs on Quickbooks’ ability to help you see into the future. In this one, we evaluate Quickbooks’ budget functionality. Feature QBO Pro Prem Commentary Budget – Income Statement ✔ ✔ ✔ Monthly income statement for 12 months of fiscal year,...
read moreBudget and Forecast in Quickbooks (2) – Cash Flow Projector
This is the second of four blogs on Quickbooks’ ability to help you see into the future. In this one, we evaluate Quickbooks’ ability to create a short-term cash flow forecast. Feature QBO Pro Prem Commentary Cash Flow Projector ✖ ✔ ✔ Weekly cash flow for six week...
read moreBudget and Forecast in Quickbooks (1) – Overview
This is the first of four blogs on Quickbooks’ ability to help you see into the future. Quickbooks does offer budgets and forecasts, but they vary across its many versions. We’ve summarised them in the following table. Each row is hyperlinked to another blog post...
read moreGet an accountant as your Business Advisor
How important is it to have an Accountant who is also a Business Advisor? The answer ranges from “Very” to “It's Critical”. It’s possible to get a business off the ground without an accountant like it’s possible to get an airplane...
read moreManual Processes are Inefficient and Prone to Error
"Manual processes are inefficient and prone to error." This is a given – it appears word-for-word in virtually any book on efficiency or controls you care to mention - but the real question is “what does this mean for you”? Should you always automate? The answer is a...
read moreNot All Accountants Are Created Equal
This blog is about what your accountant does for you. Most businesses will need Bookkeepers and Tax Advisors; some businesses will require Auditors, but all businesses need accountants like us: Business Advisors. Bookkeepers process transactions – creating invoices,...
read moreEfficient and Effective Financial Processes
One of the fastest ways to have a business fall apart is to have not have the right financial processes, or – even more commonly – not having processes at all. Process = Method * Tools Efficiency is doing things right, but effectiveness is doing the right things. ...
read moreProcesses – Your Competitive Advantage
Marketing experts tell you that “the customer experience sells”. Translation: it is a competitive advantage. But it requires excellent systems. Imagine calling a garage with a problem with your car, and these two possible customer experiences: Company A Company B...
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