If your agency adopts or operates under sequential liability, it’s essential to follow certain business practices to keep your agency on the right side of sequential liability. (Part 3 of 3)

If your agency adopts or operates under sequential liability, it’s essential to follow certain business practices to keep your agency on the right side of sequential liability. (Part 2 of 3)

If your agency adopts or operates under sequential liability, it’s essential to follow certain business practices to keep your agency on the right side of sequential liability. (Part 1 of 3)

Financial projections are an essential management tool for businesses of all sizes helping business owners and leaders proactively monitor and evaluate business financial health and outlook while performing disaster checks.

Are your actions (or lack thereof) contributing to business cash flow issues?

Is time tracking necessary if you don’t bill clients against time?

Just as individuals should build a financial reserve (safety net or “rainy day” fund) for themselves, businesses (especially, small businesses) should do the same.

Are you investing in business resources you need or want?

As scams become more sophisticated and prevalent often employing a variety of techniques (ex: spoofing, phishing, impersonation, creating a false sense of immediacy or urgency), it’s important for business and technology leaders to remind and re-iterate to employees and staff the importance of staying alert, being vigilant, recognizing and knowing what to do when encountering potential scams.

Considering fintech over traditional banks for your business banking needs?

How often do you upgrade or replace aging computer equipment for your business?

It should go without saying that if your company or organization issues business credit/charge cards to employees, cards should be limited to those responsible individuals with an essential business need.

Whether you do your own taxes, work with a CPA or tax professional, being proactive and keeping organized can go a long way towards easing some of the stress associated with tax filing season.

Accruing cash back or reward points on your business credit or corporate card?

Answering common questions about QuickBooks Desktop and the upcoming changes to the QuickBooks Desktop product line …

Intuit has extended the deadline to purchase new subscriptions of the following QuickBooks Desktop products in the US from July 31, 2024 to September 30, 2024.

Here’s the scenario … You performed a first-time install of the latest version of QuickBooks Desktop software (Pro/Premier/Enterprise) on a computer running Windows 11.

Answering a few common QuickBooks Desktop questions …