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Accounting, Accounting Software, Client Write-Up Software, QuickBooks Alternative
Dec 17, 2019

End of Year Accounting Best Practices

Are Your Books Ready for 2019 Close? Everyone knows that hindsight is 20/20, but right now we need to be approaching the year (and decade!) 2020 with some serious foresight. Like the academic calendar, or the NFL calendar, the accounting year doesn’t really begin in January and end in December. That’s because of taxes, of […]
Accounting Software, Client Write-Up Software
Dec 10, 2019

EOY Client Write-up Do’s and Don’ts

The end of a year brings with it housekeeping both real and metaphorical. In the accounting profession, perhaps no housekeeping task is viewed with as much disdain as EOY client write-ups. Since time immemorial, accountants have spent the close of the year waiting as patiently as possible for clients to deliver reams of unorganized receipts, […]
Client Write-Up Software
Dec 19, 2018

End-of-Year Client Write-Ups

A decade or two ago, the vast majority of accounting professionals and CPA firms would’ve ranked client write-ups among their most dreaded tasks, especially those of the end-of-year (EOY) variety. When done right, they can provide a client with a snapshot of the previous year in order to help them make better decisions for the coming one.
Client Write-Up Software
Oct 16, 2017

A New Class Of Cloud Business Software

Six must-haves for any business that wants to streamline their processes and speed up production.