Bye-Bye Fax Think Beyond the Desktop Discontinues Fax It is with great sadness that after almost 20 years I am saying good-bye to my fax number and service! This change will have little to no impact to the service we deliver since after all, when was the last time you ever sent me a fax (if ever)? If you do need to send us information and don’t have access to a scanner, most local office supply UPS stores or banks offer scanning services for a nominal fee. If you are looking to purchase a new scanner and would like help contact us at firstname.lastname@example.org for recommendations and discounts on some of the leading brands.
10 Unusual Ways to Get Organized - and Stay That Way Why is it that some people seem to be effortlessly organized, and others struggle to keep silverware in the right place? For many of us, we fall in the second category. However, there are a couple of unusual ways you can trick yourself into getting organized – and then staying that way. Set Realistic Goals If you’re not already organized, the biggest hurdle might simply be starting to organize your work space. It can look like an impossible project if you try to tackle too much at once. Therefore, it’s important to set a realistic goal for yourself. If you can imagine using your calendar consistently, for example, start with that and go from there. You don’t have to push yourself to transform overnight. Plan Ahead It might be [...]
The Newest Feature in Bill.com – Paying a Vendor without Entering a Bill! Have you ever needed to pay a vendor right away, but have too much going on to drop everything and upload and enter the bill into Bill.com? There is an awesome new feature from Bill.com available for iOS (sorry, Android users) that’s just what you’re looking for! This new process allows users with the correct permissions to pay a vendor without entering the bill first. The user must be an Administrator (verified to pay), or someone with a custom user role that includes permission to “Manage Bills and Vendor Credits” and “pay unassigned bills via Bill.com.” How it Works First, select the + (plus sign) in the upper right hand of the Welcome Page in the app and choose “Pay a vendor.” Bill.com will then create a bill associated [...]
Tracking What you Owe - Accounts Payable Whenever I meet with a potential client for the first time, I always start off by asking two simple questions: “What are some pain points in your business?” and “What do you want from your accounting system?” Accounts Payable When I asked these questions in my most recent meeting, the client answered by saying he has no idea how much he owes his vendors, or when those payments were due. Currently, they just record a check, posting it directly to the expense or liability account. This reminded me that not all business owners and bookkeepers understand the many benefits of entering bills as accounts payable. Even if your reporting method is cash basis, you can still use accounts payable as a way to track what is owed and when it’s due. Benefits of [...]
Congratulations, Judie! Hats off to our own Judie McCarthy, who was recently named one of Hubdoc’s top 50 Cloud Accountants for 2017! This has been a very busy and productive year for Judie; she has opened a new office in Gainesville FL for Think Beyond the Desktop and Think Leader Consulting, as well as co-founded a new software company, Client Hub. Client Hub is a cloud-based client experience platform for accounting professionals. “My mission is to help small business owners and accounting professionals implement and embrace the technologies that best suit their needs, and provide guidance, support, and training to help them skyrocket through the cloud landscape into the stratosphere.” Judie definitely deserves this award with all the hard work she’s put into her practice, and to all she’s done for the accounting world! Congratulations, Judie! We’re all looking forward [...]
Payroll and Employees - Getting Ready for Year End It’s the most wonderful time of the year! ...Said no small business owner, ever. End of the year payroll tax form preparation can be a hassle, and juggling running your small business and ensuring accuracy of all your year end payroll employee’s information can be hectic. But the end of the year doesn’t have to be so stressful for your small business, as long as you’re organized and prepared! So what exactly do you, as a small business owner, have to do in order to prepare for the end of the year? Here are a couple of things that every business owner should complete at this time of year, so that later there’s plenty of time to enjoy holiday cookies and pretending to like your in-laws! Payroll Records Ensure that your [...]