3 Ways to Use Transaction Pro to Make More $$$$

Transaction Pro comes in a variety of flavors. The most commonly used version is Transaction Pro Importer or affectionately known as TPI. Transaction Pro is built and run by Karen Magno and her husband, people we have come to love in the industry we share. This post will give you a few ideas on how to make more money with Transaction Pro, written by our esteemed colleague and brilliant ProAdvisor Terri Wilson.

Get Ready for Accounting Automation

Not too long ago, everyone thought that accountants could be replaced by software, just like the travel agency. Isn’t accounting easy? It’s math and rules after all! If a software company can develop an algorithm for all the “rules” than … Read More

10 Small Business Bookkeeping Mistakes to Avoid

10 Small Business Bookkeeping Mistakes to Avoid Maybe you’re just starting out, or maybe you’ve had a trusted bookkeeper leave you. Either way, if you’re taking a do-it-yourself approach to your bookkeeping, you’ll want to avoid the top 10 mistakes … Read More

Payment Options for your Customers

There are many choices when considering which payment options for your clients. Some of those options include: Aggregate Merchants (PayPal, Square, etc.) Cash Credit Cards (Merchant Services & Payment Gateways) Electronic Funds (ACH) Mobile Payments (Swipers) Paper Checks Scanned Checks … Read More

Why is the Balance sheet so important?

How many tax professionals out there use their clients QuickBooks, or for that matter any other accounting software program file, to create the tax return? I would guess quite a few, but are you really getting the financial information correct … Read More

Why Review the Balance Sheet?

Why Review the Balance Sheet? If you are like most small business owners, you barely glace at the Balance Sheet and go straight to the Profit & Loss Statement (also known as the Income Statement). But there is a lot … Read More