Aero User Story – Schulte and Schulte
Schulte and Schulte is a bookkeeping firm specializing in construction and contracting firms. They use a suite of cloud apps, centered around QuickBooks Online, Knowify, ClockShark, T-Sheets, [...]
Maintaining your Procedures
Documenting your firm’s procedures is a big job - and one you don’t want to ignore. And, much as I hate to be the bearer of bad [...]
How to write a great procedure
So you’re finally convinced that your firm needs to have written procedures. Or maybe you’ve been convinced all along– it’s just so hard to write them. We [...]
8 Reasons why you need to document your procedures
You know you should have written procedures - everyone tells you so. But writing procedures falls very clearly under the “important but not urgent” umbrella, making it [...]
Top 5 reasons to use QuickBooks Online for your firm
As an accountant, I’m as reluctant as many of my colleagues to change processes that are working and adopt new software. But here’s why I switched my [...]
Is Frankenstein’s Monster Running Your Business?
Are you managing your firm's service delivery with a carefully planned suite of tools? Or do you have a system of randomly cobbled-together parts adding up to [...]
Handling Source Documents – Keeping it Straight
The foundation of a good workflow system is making sure the resources needed by your staff to perform their work are in a secure but central location. [...]