Abrigo

MARCH 3, 2015

Offering advisory services like valuation engagements or calculations of value can also provide new options for tax accounting firms to spread work and revenue throughout the year so they can address challenges related to workload compression. But how can you approach existing accounting clients to offer your valuation services?

Dashboards 84

Dashboards Accounting Firms Small Businesses 84

Fundera

JANUARY 3, 2017

As a small business owner just getting your venture off the ground, you wear many hats. You’re not only the founder of your company, but you’re its number one sales rep, the chief marketer, the go-to office manager, and oftentimes its business accountant. QuickBooks Desktop.

Small Businesses 66

Small Businesses Dashboards Transactions Credit Card Payments 66

Fundera

MARCH 12, 2019

This Quickbooks definition is an acronym for QuickBooks Online Accountant. Also a QBO subscription, and really, QBOA is a QBO Plus file with an accountant skin wrapped around it. Small business owners do not use QBOA, as that is really for the accounting firm and staff to manage their work and their QBO clients.

Dashboards 40

Dashboards Accounting Firms Transactions Small Businesses 40

Fundera

MARCH 12, 2019

This Quickbooks definition is an acronym for QuickBooks Online Accountant. Also a QBO subscription, and really, QBOA is a QBO Plus file with an accountant skin wrapped around it. Small business owners do not use QBOA, as that is really for the accounting firm and staff to manage their work and their QBO clients.

Dashboards 40

Dashboards Accounting Firms Transactions Small Businesses 40

Fundera

NOVEMBER 20, 2017

These letters stand for QuickBooks Online Accountant. Also a QBO subscription, and really, QBOA is a QBO Plus file with an accountant skin wrapped around it. SBOs (small business owners) do not use QBOA, as that is really for the accounting firm and staff to manage their work and their QBO clients.

Transactions 59

Transactions Accounting Firms Dashboards Small Businesses 59

Fundera

AUGUST 9, 2016

As far as my clients know, it’s my firm’s own payroll platform—and I’m offering them a “complete” payroll solution. Check out the picture below of my IOP4A, the client dashboard. Notice that it says Intuit in upper right corner, but when the client logs in to IOP, they only see my firm name. What really do you mean?

Dashboards 75

Dashboards Accounting Firms Small Businesses 75

Fundera

OCTOBER 20, 2019

Medium-sized businesses experience many of the same challenges as their small business counterparts, only on a larger scale. One of the growing pains you might have in your medium-sized business is choosing the best accounting software for your company’s needs.

Credit and Collections 45

Credit and Collections Accounting Firms Dashboards Transactions 45