5 Ways to Accelerate Your Receivables in QuickBooks

March 2014 QuickBooks® Newsletter

QBC newsletter logoIncreasing your income is good. But even if you can’t, you can still take steps to collect the money you’re already owed faster. Here are five.

If you asked five small business owners to name the top three roadblocks they face in their quest for ongoing profitability, it’s likely that all five would point to slow payments.

It’s everyone’s problem. Accounts receivable requires constant monitoring. As satisfying as it can be to dispatch a group of invoices, you know that it’s going to take some work to bring in payment for at least some of them.

By using QuickBooks’ tools and complying with accounting best practices, you’ll be more confident during the invoicing stage that what you’re owed will actually be in your bank account in a reasonable amount of time. Here are five things that we suggest. Continue reading

February 2014 Client Newsletter

February 2014 General Client Newsletter

In this month’s issue:

Tax Season Is Here…

It’s that time of year again, when we’re glad to be stuck inside doing tax returns rather than be out in the frigid winter air: Tax Season!  Ever wonder what goes into preparing tax returns and how we spend all that time?  We’d like to give you an inside look at how our firm operates during our inarguably busiest time of the year, and, more importantly, how we handle your return: Continue reading

Social Security Maximization Strategies

Social Security Planning: Don’t leave $100,000 or more on the table!

Did you know that there are more than 1,300 different combinations for a married couple claiming Social Security? If you’re like most people, you probably weren’t aware of that. Making the proper election could add hundreds of thousands of dollars to your retirement income.

As part of our Strategic Advisory Services, we are reaching out to help you review your Social Security claiming strategy before you make an election.

We are happy to run a Social Security Optimization Analysis as part of our services to you, so please send us a copy of your updated Social Security benefit statement, which you may download at www.ssa.gov/myaccount.

Contact us today to set up an in person or WebEx (internet) meeting to review your personalized Social Security Optimization Analysis.