Intersection Live - CPA Technology Advisor

 SBC2Go - Episode 5 [1:01:40m]: Play Now | Play in Popup | Download (1536)

SmallBusinessConsulting2Go
Episode 5
Recorded January 24, 2008
Duration: 1:01:40

• Thanks to our Sponsor: BillQuick

• Things consultants should be doing to streamline clients businesses early in the year:
  1. Add a Merchant Account to QuickBooks (Innovative Merchant Solutions (IMS), www.Authorize.net, (Local Bank). Best integration with QuickBooks for over-the-counter, or phone orders is IMS.
     • a) QuickBooks Merchant Account Solutions - Features in the QB software that handle charging credit cards, batching, and reconciliation
     • b) If using outside merchant account, decide on data integration methods
       • IIF import if supported by web store or payment gateway
       • T-Hub for web stores http://www.atandra.com/Prod_THub.htm
       • Data Flow Manager http://www.atandra.com/Prod_DFM.htm
       • Data Mover http://www.personable.com/datamover/overview.asp
       • Credit Card Charger http://www.atandra.com/Prod_CreditCardCharger.htm for Authorize.net
  2. Begin using online Billing Solutions to improve collections
  3. Integrate Web Store receipts with QB.
• Awesome Addon for January – http://www.Paycycle.com- Guest Julie Lubetkin julie_lubetkin@paycycle.com

• Next recording: February 20, 2:30PM EDT

• Questions or Comments?
  • 1-800-456-0864 x2106

 SmallBusinessConsulting2Go - Episode 4 [54:35m]: Play Now | Play in Popup | Download (822)

SmallBusinessConsulting2Go

Episode 4 - Will 2008 be the Year of ASPs?

Recorded December 19, 2007

Duration: 0:54:35

• Thanks to our Sponsor: BillQuick

• Payroll
  • Good time to evaluate payroll options for clients
  • What are the options that are top contenders?
    • Old Guard, full-service payroll service companies
      • Paychex, ADP, PrimePay
    • Payroll Software Choices
      • QuickBooks Basic, Enhanced, Assisted Payroll
    • Online Top Choices
      • PayCycle, Accountant’s
        World, Thomson, Intuit Online Payroll (new)

• Key Questions accountants should consider:
  • Who handles the payroll? Client, Accountant, or “shared duties”?
  • Use online system or desktop/lan based?
  • Does accountant want to “make money” performing payroll services as part of the business focus?
  • Does accountant want to “make money” referring payroll service solutions?
  • How often does accountant need/want access to payroll data or reports?

• Key recommendations
  • Job Costing is good reason to use integrated payroll
  • Worker’s Comp calculations and accruals is best to outsource

• Awesome Add-on : CPAASP.Com

• Adding a Merchant Account to QuickBooks
  • Using online Billing Solutions to improve collections
  • Integrating Web Store receipts with QB.

• Awesome Add-on for January
  • PayCycle – Special guest — Julie Lubetkin

• Next Recordings
  • Tech2Go
    on TalkShoe – January 24, 2008 10:30AM EST
  • SBC2Go
    on TalkShoe –January
    24, 2008 1:30PM EST
  • AFS2Go
    on TalkShoe –January
    22, 2008 2:00PM EST

• Questions or Comments?
  • 1-800-456-0864 x2106