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

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

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

QuickBooks Tip

Heather Lehr

February 12, 2021

QuickBooks Online: Create Automated Payment Reminders for Customers

Instructions for QuickBooks Online: How to Create Automated Payment Reminders Learn how to automatically or More

QuickBooks Tip

automated payment

Carolyn Halverson

February 12, 2021

QuickBooks Desktop: Create Automated Payment Reminders for Customers

Instructions for QuickBooks Desktop: How to Create Automated Payment Reminders In QuickBooks Desktop, you can use More

Blog

February 12, 2021

10 Budgeting Tips for Businesses

Using a budget is a key component in driving your organization’s financial future. Estimating and matching expenses More

Blog

February 7, 2021

Do You Have Good Product Diversification in Your Business?

What is diversification? At its simplest, product diversification is a strategy employed by a business to increase More

Blog

February 2, 2021

5 Keys to Accurate Cash Flow Forecasting

One of the questions we’re often asked by business owners is, “How do I prepare a cash flow forecast?” This is no More
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