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...]

Are Your Books A Mess?

SJG Business Advisory Alpharetta

By Stacey Gorowitz, CPA, MBA Just as in personal life, most of us are eager to start our businesses off on the right foot in the New Year. One of the best places to focus attention on is bookkeeping and accounting. If you’re on top of this, you’ll have a good view of the health of your business and be able to make informed decisions as the year progresses. And yet, it’s very common, even for successful companies, to let accounting take a back seat to other operational areas. Here are some questions you should ask yourself as 2014 begins. They may help you find out just how much work you need to do to get your books into shape. Do any of these scenarios sound familiar to you? If you have several businesses, is the accounting and record-keeping set up separately for each company and separate from your personal finances so that you have a clear picture of operations? This is step one to good financial management for your business and your personal finances. Can you look at … [Read more...]