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Small Business Consulting 2 Go on February 27th, 2008
SBC2Go - Episode 6 [1:00:04m]:
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Gregory L. LaFollette CPA.CITP |
Doug Sleeter |
SmallBusinessConsulting2Go
Episode 6
Recorded February 20, 2008
Duration: 1:00:04 56.3 MB
- Thanks to our Sponsor: BillQuick
Doug Sleeter
- Electronic Invoicing and Statements
- Improve efficiency and reduce AR turnaround by emailing invoices, statements, etc.
- Set up QB Merchant account to allow customers to pay online
- QuickBooks workflow is seamless and easy to setup and teach the bookkeeper
- Online Credit Card Downloads (for purchases)
- Download credit card charges from virtually any credit card company (Amex, VISA, M/C), and have QB enter the transaction into your Credit Card Liability account.
- Easy, but some of the work flow requires user interaction. You can set up “aliases” to map vendor names to existing vendors in your list.
- QuickBooks learns how to code transactions as you enter more transactions.
- Reconciliation of credit cards is simpler, faster, more accurate
Awesome Add-on for February: BillQuick from BQE Software, President Shafat Qazi, 888-245-5669
- Pillars of concentration: IT Consulting, Architects & Engineers, Legal, Accounting
- User conference: Las Vegas, June 26, 2008.
Next recording March 13, 2008 12:00pm Central
Posted in
Accounting Firm Security 2 Go on February 27th, 2008
AFS2Go - Episode 4 [0:46:49m]:
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Gregory L. LaFollette,
CPA.CITP |
David Cieslak,
CPA.CITP GSEC |
Accounting Firm Security 2 Go
Episode 4
Recorded: February 20, 2008
Duration: 0:46:49 43.8 MB
Guest: David Cieslak, Arxis Technology
Firewall –
Next recording: March 13; 5:00pm EST (Laptop security)
Posted in
Tech2Go on February 22nd, 2008
Tech2Go - Episode 14 [1:18:07m]:
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Tech2Go is a fast-paced roundtable discussion with Executive Editor Gregory L. LaFollette,CPA.CITP, and regular columnists Brent Goodfellow, Dave McClure and Randy Johnston.
These thought leaders tackle current technology issues impacting the tax and accounting profession.
Gregory L. LaFollette CPA.CITP |
Brent Goodfellow CPA.CITP, MCSE, MST, MCT |
Randy Johnston |
Dave McClure |
Tech2Go Show Notes
Episode 14
Recorded: February 22, 2008
Duration: 1:18:07 73.3 MB
- Thanks to our Sponsor: ADP
Tax season update — discussion of tax rebate calculations. What vendors are doing. Most are waiting for IRS software industry call scheduled later this week.
Guest: Jim Metzler, CPA.CITP VP of Small Firm Interests, AICPA former partner of Jennifer Wilson, Convergence Coaching
PCPS is a centerpiece of Jim’s responsibility.
Scanners:
TWAIN / ISIS interfaces
Financial Analysis Software:
2008 Server Topic of the Month:
SECURITY
Launch is February 28, 2008
Next recordings:
- March 13, 2008; 3:00pm EST
- March 20, 2008; 12:30pm EST
