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

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

Kelly O'Farrell

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

Kelly O'Farrell

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

Kelly O'Farrell

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

Blog

Flow Management

Kelly O'Farrell

January 28, 2021

Five of the Biggest Cash Flow Management Mistakes

Five of the Biggest Cash Flow Management Mistakes Proper cash flow management is integral to any business. Poor More

QuickBooks Tip

December 30, 2020

QuickBooks Tip: Account Mapping in QuickBooks Due to Changes to 1099 Forms for 2020

Changes to 1099 Forms for 2020 The IRS added an additional form to be used when filing 1099s for 2020 – Form More

QuickBooks Tip

Heather Lehr

November 9, 2020

QuickBooks 2021 Desktop Upgrade

Upgrade to QuickBooks 2021 Desktop for Free Did you purchase QuickBooks Desktop 2020 after July 20? If so, you can More

Firm News

Allyson Wittman

September 17, 2020

Allyson Wittman earns QuickBooks ProAdvisor Certifications

Allyson Wittman recently received her Online and Desktop QuickBooks ProAdvisor certifications. She joined CDS in More
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