Guides + Articles

Resources to inspire you and simplify your path to success.

Webinar: Year-End Tax Planning and Updates

Are you maximizing your tax position? Get caught up on 2021 tax credit updates and learn best practices for a smooth transition to 2022.

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Power and Security of Cloud-Based Accounting

What's the best way to make sure your data is secure? Cloud-based accounting is secure, convenient, and efficient.

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The 7 Most Overlooked Payroll Data Metrics

Ensure you are not glossing over key payroll data metrics with our handy infographic.

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Your Complete Guide to Effective Human Capital Management

Transform your team and business with our FREE GUIDE—packed with practical strategies to boost engagement, streamline HR, and fuel growth.

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Accounting Automation Guide: Streamline and Stay Competitive

Ready to ditch the spreadsheets? Discover how accounting automation can boost efficiency, save time, and make life easier—your streamlined business awaits!

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Blogs

Trending topics on all things accounting and payroll.

3 min read

Bulletproof Your Business: How to Thrive in a Recession

Economic downturns are a natural part of the business cycle, and while it's impossible to predict exactly when the next...
2 min read

Save BIG Money: Maximize Tax Benefits for Your Real Estate

Owning real estate for your small business isn't just a milestone—it’s a smart financial move. Beyond giving your...
3 min read

How a Labor Matrix Can Boost Your Business's Profitability

As a small or medium-sized business owner, you’re always on the lookout for tools to enhance profitability and...
2 min read

Illinois Credit Card Surcharge Laws: What Businesses Should Know for 2025

Illinois lets businesses add surcharges to credit card transactions, but the rules are a bit tighter here than in other...
3 min read

Year-End Payroll and Tax Tips Every Small Business Must Know

As the year winds down, there’s more than just holiday cheer and New Year’s resolutions on the horizon. For small...
2 min read

How Remote Work, AI, and Data are Shaping the Future of Business

Key Takeaways: Flexible Work Models: Remote and hybrid setups are here to stay, offering employees more flexibility but...

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Videos

Short videos that provide the facts that you want to hear — when you need to hear them.

How to be Prepared for a Worker's Comp Audit

In the United States, Workers' Comp is required in 49 of the 50 states, but here’s something you might not know: if...

Understanding Salary Law Updates: Key Insights for Business Owners

Payroll laws evolve constantly, and recent updates are bringing changes to salaried employee classifications and...

Charitable Giving: Feel Good, Save Big!

Let’s talk about how giving back can give you more than warm fuzzies—it can help your business too! In this episode of...

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Podcast

Real stories from business owners about their real business experiences.

How to Reach Out & Stand Out as a Restaurant

Do you own a restaurant? Struggling to attract customers in today's digital world? This episode is packed with tips to...

Auto Repair Shop Communication Inside & Out

Sara Fraser with Haas Performance Consulting LLC has a long history of working in the automotive repair industry as...

Al's Auto Repair Shop Journey Start to Finish

Meet Al Wright, who owns John's Automotive in Cedar Rapids, Iowa. Al shares his journey in the automotive industry,...

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QuickBooks

Access the answers to all of your QuickBooks questions.

QuickBooks Desktop to QuickBooks Online: What converts and what doesn't?

Changing software programs can feel scary and overwhelming. That's why we work closely with our clients to help them make the transition from QuickBooks Desktop to QuickBooks Online smooth and worry-free.

We put this reference tool together to help you navigate your move to QBO and stay on top of what's happening inside your accounting software.

QBD to QBO

 

2 min read

Tracking Mileage in QuickBooks Online

If you drive for work, let QuickBooks Online make sure you're recording all of your deductible mileage. If any part of...
2 min read

How to Use Tags in QuickBooks Online

Where is your money coming from? Where is it going? You can use tags in QuickBooks Online to find out. QuickBooks...
1 min read

Connect Your Bank Accounts to QuickBooks Online

Save heaps of time and minimize errors. We are excited to help you leverage the power of QuickBooks Online. One of the...
3 min read

How QuickBooks Can Help Your Business Recover

The COVID-19 pandemic isn’t over, but many small businesses are on the upswing. How QuickBooks Online can help if yours...
3 min read

Easily Track and Bill Customer Expenses with QuickBooks Online

Usually, money flows from your customers to your business. But there may be times when you have to purchase items for a...
2 min read

How to Create Recurring Transactions in QuickBooks Online

QuickBooks Online saves time and improves accounting accuracy in numerous ways. One example is its support for...

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