Category Archives: accounting software

Too busy? File your W-2s, 1099s and SSA filings the easy way. Use Greatland Yearli.

Yes, I am a procrastinator and yes, I hate to re-create the wheel. So, I use Greatland Yearli every year as the process is super easy and accurate. Continue reading

Posted in 1099 Reporting, accounting software, Tax Deadlines, tax tips, W-2 Reporting | Tagged , , , , , , , | Leave a comment

Get your required minimum distribution (RMD) before it’s too late

In general, those who are over age 70½ must take at least a minimum payment from their retirement account each year by December 31. Continue reading

Posted in accounting software, IRA, Ira Distribution, Retirement planning, RMD, Seniors, Tax, tax tips | Tagged , , , , , , , | Leave a comment

Alert to taxpayers – IRS warns of fake emails purporting to contain an IRS tax bill related to the Affordable Care Act

Issue Number: IR-2016-123 Inside This Issue IRS and Security Summit Partners Warn of Fake Tax Bill Emails WASHINGTON — The Internal Revenue Service and its Security Summit partners today issued an alert to taxpayers and tax professionals to be on … Continue reading

Posted in ACA Reporting, accounting software, IRS, Scam, Tax, tax tips | Tagged , , , , , , | Leave a comment

I’m currently researching some exciting automated technology accounting apps that integrate with Quickbooks Online (QBO) – Favorite to date: Hubdoc

My new favorite app is called Hubdoc.  I’m currently learning it, using it and already saving time with it. Hubdoc gets your key financial docs in one place, automatically. Say goodbye to chasing documents & data entry. Say hello to … Continue reading

Posted in accounting software, Banking, Bills, Bookkeeping, High Net Worth Individuals, Hubdoc, Planning, Practice Management, Small business, Smartphone | Tagged , , , , , , , , | Leave a comment

Thought of the day – Enthusiasm is the electricity of life. How do you get it?

“Enthusiasm is the electricity of life. How do you get it? You act enthusiastic until you make it a habit. Enthusiasm is natural; it is being alive, taking the initiative, seeing the importance of what you do, giving it dignity … Continue reading

Posted in accounting software, Managing teams, Planning, Thought of the day | Tagged , , , | Leave a comment

10 Recruitment Mistakes – Team Management Training From MindTools.com

via 10 Recruitment Mistakes – Team Management Training From MindTools.com

Posted in accounting software, Career Development, Managing teams, Practice Management, save time, Small business, Team building | Tagged , , , , , | Leave a comment

Consider your client base when implementing new accounting technology: Reasons why consumers prefer paper bills and statements

As technology advances most companies are implementing online and virtual billing statements and correspondence.  Government agencies and big businesses often do not give consumers a choice and require online participation. However, small businesses whose focus is on personalized customer service … Continue reading

Posted in accounting software, App, Bills, Payroll, Practice Management, save time, Small business, Tech, Trust, WIFI | Tagged , , , , , , , | Leave a comment

To my Tax clients…

… Or if not urgent, just put it in ‘the envelope’ I gave you (or as some of you prefer, the grocery bag) for next year and continue gathering documents and receipts all year round. Have a happy, healthy, and profitable year. … Continue reading

Posted in accounting software, Tax, Tax Planning, tax tips, TSheets | Tagged , , , , | Leave a comment

Junk Mail Rant…

I’ve been away on a trip and my pile of mail is outrageous.  So as I dive into all of the garbage and bills, I had a few things I felt the need to vent or to bring up to … Continue reading

Posted in accounting software, Bills, Junk Mail | Tagged , , | Leave a comment

Taxpayers Worry about Web Problems on Tax Day | Debits & Credits

See link to article for survey about worries about websites having problems on tax day. I say don’t worry, if there is a problem put a Form 4868 extension of time in the mail, relax and file when things work. … Continue reading

Posted in accounting software, Individual Tax, Tax, Tax Deadlines, Tax Extension | Tagged , , , , | Leave a comment