Turning CAS Technology Into Profits

SJ Gorowitz CAS Technology

Technology has changed the way we live, work and conduct business. (We’re not telling you anything you don’t know.) Client Accounting Services (CAS) technologies have revolutionized the way that you can apply digitalization, virtualization and transformation to increase profits. By leveraging the cloud, SJG utilizes CAS technology to enable us to utilize safe virtual access to accounting records and other key financials, including banking records, payroll or anything else needed to complete your financial processes. With permission, we can securely transmit and download vital financial data, freeing you from the tedious task of having to rekey information. The result is timelier information, lower overall costs and more time to focus on strategic business initiatives. Outsourcing these services can be easier and less costly, provide access to a higher level of expertise, and eliminate the struggle many middle-market companies face trying to hire and maintain good talent. Your … [Read more...]

Five Signs You’ve Outgrown Your CPA

S.J. Gorowitz Accounting Tax CPA Alpharetta

Finding the right CPA can make a world of difference to your financial and mental wellbeing. This is a working relationship built on trust, credibility, business style and even personality type. A lasting partnership can provide you with informed, consistent support for your business and personal finances. But what happens if the relationship goes awry? Here are the top five signs that you may have outgrown your CPA. 5.  You find mistakes on your accounting and/or tax returns and get excuses. 4.  You always get voicemail when you call. 3.  Your QuickBooks file has not been adjusted to agree with your tax returns. 2.  You know deep down that your CPA probably should have retired years ago and may not be keeping up with tax law changes. The number one sign that you’ve outgrown your CPA - your tax returns are completed on October 15, regardless of when you provide the information.   If you suspect that your CPA is not working in your best interest or that you've … [Read more...]

QuickBooks 2015 Shortcuts: Infographic

QB15shortcuts-4

QuickBooks has long been relied upon by small businesses and accountants for creating bookkeeping efficiencies. The 2015 version offers a series of helpful keyboard shortcuts to save even more time. We’ve put them together into an infographic you can print and post by your computer. Use and share! … [Read more...]

What’s New for QuickBooks 2014?

rideintosunset

By Candace Spencer CPA , MAFM and Certified QuickBooks Pro Advisor If you own a small to medium-sized business, the odds are good that you’re using QuickBooks as your financial reporting tool. Depending on which version you are currently using, it’s also likely that many of the features are scheduled to be discontinued. Each year when Intuit releases a new QuickBooks edition, they also sunset, or no longer support or provide technical assistance for, a particular version that is several years older. This also means that certain features will no longer function. These include bill pay, online banking, accountant’s copy file transfer, payroll services, credit card processing, and emailing of customer invoices using QuickBooks email service. This year on May 31, 2014, QuickBooks 2011 will ride into the sunset. Therefore, if you have any version of QuickBooks earlier than 2012 and use the features scheduled to be sunsetted, you should consider purchasing QuickBooks 2014. Here are some … [Read more...]