QuickBooks Online Expense Claims

How To Easily Allow Your Team to Track their Expenses in QuickBooks Online Recently, Intuit introduced the QuickBooks Expense Claims feature for QuickBooks Online (QBO) Advanced users. This is a great feature to enable employees to be responsible for their expenses. Using this feature from your smartphone allows receipts to be scanned and noted immediately…

What Do Your Remote Workers Need to Succeed?

Whether your people work in the office, at home, or on the road, they need the ability to be productive. What’s different when your team works remotely? You have more locations to manage. Instead of just one office, your “technology environment” is wherever your employees happen to be. That may require a shift in how…

Calculator and pen on top of financial statements
Your Success is Our Success

Who We Are Our primary focus is working with our clients to help them succeed. While not always easy, we have a simple process to help introduce business owners to a better model for success. Our founders, Lisa and David, have extensive expertise associated with starting, owning, managing, supporting, and growing a business. In addition…

Data Backups

As a business owner, you depend on your data. In fact, you probably couldn’t operate a single day without it. But this could mean trouble if you faced an unexpected everyday calamity. Business owners back up their data a variety of ways―to local servers or appliances, drives, or USB, or to the cloud. But not…