TAX PLANNING & PREPARATION

TAX PLANNING & PREPARATION

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QuickBooks

Accounting, Payroll and Tax Tips, Advice and News

Learn something new when you subscribe to our podcast, e-invites to webinars, and interesting blog articles to help you navigate the financial landscape.

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QuickBooks Tip

QuickBooks Year-End

Heather Lehr

January 10, 2022

QuickBooks Year-end 2021

Year-end 2021 – Payroll Tasks and Processes for Finalizing/Closing the Books The deadline for filing the 4th More

QuickBooks Tip

1099 vendor

Heather Lehr

December 14, 2021

1099 Vendor List – QuickBooks Online

Review and Update the 1099 Vendor List Year-end is nearing – now is a perfect time to review your vendor More

QuickBooks Tip

1099 Vendor

Heather Lehr

December 14, 2021

1099 Vendor List – QuickBooks Desktop

Review and Update the 1099 Vendor List Year-end is nearing – now is a perfect time to review your vendor More

Blog

desktop 2022

Heather Lehr

December 9, 2021

What’s New in QuickBooks Desktop 2022?

QuickBooks Desktop Plus 2022 includes features that benefit business with improved money management, data sync, and More

Podcast

December 1, 2021

Podcast: Cash Flow Forecasting and Projection

Check out our latest podcast (Episode 9) on Cash Flow Forecasting featuring Kelly O’Farrell. The podcast airs More

QuickBooks Tip

Online Navigation

Heather Lehr

November 19, 2021

QuickBooks Online Navigation Bar Changes

QuickBooks Online Navigation Bar Changes Business View navigation is set up to better suit the needs of business More

Firm News

October 13, 2021

Sammy Mickelson Earns Online QuickBooks ProAdvisor Certification

Sammy Mickelson received her Online QuickBooks ProAdvisor certification. She joined CDS in 2020 in as a Staff More

QuickBooks Tip

September 8, 2021

QuickBooks Desktop 2022 Product Updates

QuickBooks Desktop 2022 Product Updates Intuit QuickBooks is transitioning to a subscription based model for the More

QuickBooks Tip

Clean Books

Heather Lehr

August 4, 2021

Clean Up Your Books

Start Thinking About Cleaning Up Your Books Now Tax planning season will be upon us soon – now is a great More
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