As summer fades and the back-to-school season kicks into high gear, many parents find themselves juggling the demands of family life and finances. While the return to school brings a welcome routine, it also introduces new expenses and financial considerations. Taking control of your finances during this transitional period is crucial for ensuring a stable […]

QUICK!  HOW MANY ONLINE SUBSCRIPTIONS DO YOU HAVE? If you’re having trouble coming up with an answer, it might be a good time to check in with how much you’re paying out.  From streaming services to software licenses, on-line subscriptions have become both a convenience and a potential financial pitfall for a lot of people. […]

  Speed doesn’t equal success when it comes to successful migrations to the cloud.  In our last blog on the QuickBooks cloud-revolution we outlined how to embrace tech adoption and move to QuickBooks Online (QBO). Choosing not to make that move, in most cases, will have a negative impact on running your business. We see […]

  Moving to QuickBooks Online is forward thinking. Don’t fall behind in tech adoption. Attending the QuickBooks Connect Conference in San Jose, California back in 2015 was an experience that changed the trajectory of my business and guided my firm’s next leap forward. The journey to our next level of success was driven by embracing […]

There is a reason financial statements are a set. We sometimes think about them as three chapters of a book, a book that every business owner needs to contribute to, study, and use to operate any business. Each report is like a chapter that details important insights about different pieces of a business’ story. Together, […]

We have just kicked-off the fourth quarter of a very unusual year. For most businesses, their financial view does not mirror last year and the goals of 2020 have shifted with the state of the world. While last year’s activity may not predict 2020 results, the action of planning is still very important. I challenge […]

We are pleased to announce that Michelle Vilms, CEO, has been named a 2020 100 Top ProAdvisor by Insightful Accountant, an independent news and information source written specifically for the small business advisor to keep up with current technology, trends in the industry and continuing their education. Michelle was named to this exclusive list for the […]

It can be a business owners’ worst nightmare come true when they discover that a trusted employee has been stealing from them. Unfortunately, these stories are not rare. It is not uncommon to learn about accountants, bookkeepers, and employees stealing money from businesses—we uncover it more often than you might think. Our customers trust us—but […]