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.

2 min read

Illinois Credit Card Surcharge Laws: What Businesses Should Know in 2024

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

8 Things Every Business Owner Should Know Before Expanding

Expanding your business is an exciting leap. It means you’re doing something right and are ready for the next big move....
3 min read

Mandated Retirement Funds: What It Means for Your Business

Retirement planning plays a crucial role in both supporting your employees' financial futures and keeping your business...
3 min read

Turn Downtime into Growth: Practical Tips for Small Business Owners

As a business owner, you're used to the hustle—juggling multiple responsibilities, solving problems, and keeping the...
4 min read

Why Paid Leave Laws Matter for Small Business Owners

Paid leave laws have become a critical aspect of employee benefits, especially for small to medium-sized businesses...
2 min read

Small Businesses Save Time and Money with Employee Self-Serve

In today’s fast-paced business environment, small and medium-sized businesses are constantly seeking ways to streamline...

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Videos

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

Working with Subcontractors: Do It the Right Way

What are the best practices when working with subcontractors? Some may come into your business to do work, but others...

Essential Year-End Payroll and Tax Moves for Big Savings

As the year wraps up, it’s crunch time for payroll and tax adjustments! In this Kaizen Time episode, Brian Bride,...

Top Red Flags to Watch for in Business Expansion and Acquisitions

Looking to expand your business? Before you make any big moves, get familiar with the red flags! Buying a business or...

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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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