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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Podcast

Kelly O'Farrell

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

QuickBooks Tip

Heather Lehr

May 20, 2021

QuickBooks Tip: Upgrade 2018

QuickBooks Desktop 2018 Software Support Ending May 31, 2021 After May 31, 2021, access to add-on services will be More

QuickBooks Tip

quickbooks features

April 9, 2021

10 QuickBooks Features To Streamline Your Finances

Here are 10 QuickBooks features to consider using to streamline your finances: Reconciling on QuickBooks Backing up More

Blog

Annette Benson

March 15, 2021

SBA Delays EIDL Payments Until 2022

In a news release issued late Friday evening by the U.S. Small Business Administration (SBA), they announced that More

White paper

Kelly O'Farrell

March 10, 2021

Free Cash Flow and Forecasting White Paper

CDS experts have authored a white paper on Cash Flow and Forecasting. Using the PDSA quality improvement model of More
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