Practical content on internal controls that help reduce risk, prevent errors, and strengthen financial processes.
3 Innovative Options to Conquer Construction Chaos Whether you’re a trade contractor in the electrical, plumbing, or HVAC specialties, a remodeler or custom builder, or in charge of dispatching technicians, this session is designed with your needs in mind. Discover how to Conquer Construction Chaos using three cutting-edge software solutions (ECI BuildTools, Bolt, and Thermogrid.) …
QuickBooks Desktop Cloud Hosting Jake Reeves (Director of Sales at Summit) joins Diane as she does a live (and “real-life”) demonstration of how cloud hosting REALLY works for QuickBooks desktop! Why this matters to you: See how you can set up your own cloud hosting “desktop.” Get answers about how cloud hosting can work for YOUR …
Hierarchical View in QuickBooks Do you have QuickBooks lists structured to show in a Hierarchical View? (Think “outline” with headers and sub-elements.) For instance: In your Customer:Job list, do you have a “header” as a Customer and sub-elements as Jobs? (If not, you may want to do so…) Open your Item List. Do you have …
How do QuickBooks’ Memorized Transactions relate to pizza? Join Sheila as she experiences an eye-opening and rewarding “Pizza-Lunch-n-Learn” with her friend, Gail… Overwhelmed With Bills and Emails and P.O.s and Invoicing… Sheila sat at her desk, staring at the stack of emails, Purchase Orders, and Bills she’d need to sort through and enter before she could …
Ever wondered if you could receive more useful and meaningful reports from QuickBooks? Good financial information is not just a matter of convenience! Nick is finding out that what he DOESN’T know about his financial system could pose a major setback to his business… Nick’s “Unique” Profit & Loss Statement “Wow, this is about the longest …
Download your Choosing a QuickBooks ProAdvisor eBook… Recently, a participant in one of the online forums that I like to ‘attend’ asked “What should I look for when I choose my next accountant?” As a QuickBooks ProAdvisor who’s worked with many different clients within the construction, manufacturing, and various other industries (and ‘in the wake’ …
… My Canadian friend and colleague, Bryan Kaplan of Construction Consulting, recently sent an email about an experience with Purchase Orders that was so insightful I asked if I could share it with you. This quick read will provide you with a handful of Quick Wins! The Saturday Text… It was 11 pm on a …
It’s That Time of Year Again – TAX TIME! And guess what? I’ve been working with clients who have been turning their numbers over to their tax accountants starting the middle of January! Do you dread January, February, March – and beyond – because those months seem to turn into “Franken-tax” time? Are you asking …
QuickBooks Desktop Assisted Payroll is our payroll service of choice at Info Plus Consulting. Because we ‘eat our own (QuickBooks) dogfood,’ we know the quality of this product. And we nearly always recommend Assisted Payroll to our clients. Why do we typically recommend this product to our clients? Here are my top seven reasons: 1. …
New to QuickBooks? Feel like you’re all alone? Well, you’re not! Every new user could use tips to get them started in QuickBooks… You’ve started your new business from scratch and know you need to really get a handle on your numbers. Maybe you’ve been recruited by a family member – or hired by a business owner …
In this interview, you will learn about an AI tool that will help companies reduce accounting costs and errors by automating the process of entering bills, approving invoices and making payments. Why this matters to you: In most companies, a large percentage of accounting efforts goes into the tedious and error-prone process of manually entering …
QuickBooks Project Management Apps – Pros, Cons & Insights Managing construction projects can be complex, and finding the right tools is key to your success. Have you ever wondered if a project management app (plug-in) might be right for you? (You may have already heard of apps such as JobTread, CoConstruct, BuilderTrend, BuildTools, and ECI’s …
How To Solve the Tax Time Nightmare If you’re someone who dreads January, February, March – and beyond – because those months seem to turn into “Franken-tax” time, you may be asking yourself: “How do other companies do it? What would it be like if I was ALL DONE with tax-related chores by the middle …
You Found the Perfect Seminar… It’s the training resource you’ve been looking for to make the changes you want in your company. The main problem – your QuickBooks company file was set up wrong from day one. You’ve been making do, but haven’t been getting the job-costing information you need. Now you’ve found the solution …
Improving your QuickBooks accounting system to get job costing, and more useful management reports can be very similar to pulling off a family pumpkin-carving experience. You need planning and preparation, the right tools, and possibly a support system to help get the job done.
Using MakersHub AI to Reduce Accounting Costs Diane and MakersHub founders Charley Howe and Phong Ngo demonstrate how you can reduce the time your company spends on accounts payable – by 90%! This live demo with Diane, Charley and Phong reveals how you and your company can wave goodbye to detailed manual entry for Bills, Approvals, …
In this video, you will learn the power of cloud hosting for QuickBooks Desktop and see a demonstration of how easy and effective it is to manage QuickBooks using a cloud hosting service. Why this matters to you: If you are a QuickBooks Desktop user, cloud hosting is a powerful service that enables essential functions …
Key Points QuickBooks Online Payroll provides three plans with different features to suit various business requirements. Payroll setup is easy with automatic tax calculations and simple employee data entry. Users can run payroll as often as desired and enjoy features like same-day direct deposit and tax filing. Complying with federal and state laws is made …
Company owners sometimes ask me: “Should balance adjustments arising from account reconciliation problems cause me any concern?” Do QuickBooks Account Reconciliation Discrepancies Matter? Account reconciliation is crucial; here’s why… You want to be certain that you and your bank, credit card companies, and lenders agree on the amounts shown in your books. (If not, you …
The QuickBooks Data File Verification Feature Re-sorting Your QuickBooks List The first step in repairing QuickBooks data links in your QuickBooks Desktop or Enterprise files is to re-sort your QuickBooks list. Learn how here. Once you have re-sorted your QuickBooks list, if you are still suffering from broken database links in your QuickBooks data file, you’ll …
Fixing Data Damage in QuickBooks Company Files to Prevent QuickBooks Crashing How to Locate and correct damaged data and transactions in your QuickBooks data file. From time to time, QuickBooks data files become damaged or corrupted, which could cause QuickBooks to crash when opening or working in the company file. We know from experience how …
Paying your QuickBooks Bills can be easier (even pain-free!) – when you use your software to its fullest capacity. QuickBooks Pay Bills with a Credit Card Company owners and bookkeepers often use credit cards to pay QuickBooks bills. Those who appreciate the convenience of purchasing items or paying bills using credit cards often ask how …
One of your early tasks as a payroll administrator or when you convert to QuickBooks Payroll will be to establish payroll schedules in QuickBooks for your employees. Here’s how. Setting Up Payroll Schedules in QuickBooks Payroll administration can be complex and time-consuming. It requires precision and tremendous attention to detail. Because your employees are counting …
Bulletproof Accounting for Long Term Business Survival Diane and host of The Best Business Podcast, Daryl Urbanski, reveal proven “success habits” that small and medium-sized business owners can use to leapfrog the competition and thrive. Why this matters to you: In this podcast, Diane delivers some simple (and high-value) startup and accounting system tips that …
This webinar reveals proven strategies and practical tips about pre-construction contracts and agreements – so you can jump-start the success of your construction projects before you commit to taking on a job. Watch this “Pre-Construction Contracts and Agreements” video with Michael (Discover why these contracts and agreements give you a jump-start on upcoming jobs!) …
Jake Reeves (Cloud Productivity Expert – Summit Hosting) joins Diane Gilson to illustrate innovative ways to use “anytime/anywhere” cloud access services. Why this matters to you: You’ll see how “elastic scalability” and “resources-on-demand” can help you collaborate between team members, securely share data and company information, and grow your business. Watch this seminar to see …
Cybersecurity Best Practices: Protect Your Construction Business from Bad (Digital) Actors Why this matters to you: Although this webinar has a holiday-themed title, every season is “The Season for CyberSecurity” because cybersecurity threats persist year-round. Protecting your financial and operational data isn’t just a technical issue – it’s critical for maintaining trust with your clients and …
Yes, your initial QuickBooks payroll setup can take some time and requires attention to detail. BUT manual payroll processing requires even more work – and you have to do it over – and over – and over… Which sounds like the better choice? QuickBooks Payroll Ask any 10 small and mid-sized business (SMB) bookkeepers and …
What Does a Broken Month-End Close Do To Your Business? Messy financials aren’t just a nuisance — they’re a risk. Every month that ends with guesswork, missing reports, or last-minute scrambles leaves your company flying blind. Learn why getting your books right isn’t optional — and how it impacts your entire team. Let’s be real. …
Broken database links can cause problems with your QuickBooks data file(s)… QuickBooks® Pro, Premier, and Enterprise Solutions desktop software programs are databases that could (potentially) include broken database links. What and Why? The underlying software (database) for your company file includes your records and transaction fields that are “tied together” with various pointers and links. …
What might you be able to accomplish for your company if you create employer or employee shadowing teams for a couple of hours? Or even a couple of days? Employer or Employee Job Shadowing – Could It Work For YOUR Company? A client recently told me that she wasn’t as pleased with the performance of a couple …
5 Ways to Tailor, Tag, & Track Specialized Information QuickBooks Custom Fields Have you explored the many ways to use Custom Fields in QuickBooks? If not, you’ll likely be surprised at how this feature can vastly expand the “trackability” of specific data that’s unique (and, often, vitally important) to your company. Would it be helpful …
If you haven’t already read them, you’ll probably want to visit Part I, Part II, Part III, and Part IV of this “Tale of 4 Companies: A Job Cost & Gross Profit Drama” before beginning the following “Part V.” We’re joining Paul (owner of Paul’s Perfect Projects LLC), Walt (Production Supervisor at Paul’s), Jenn (Estimator …
When you make it easier for your customers to buy from you – and pay you – two things typically happen: your sales increase, and you get Quickbooks payments faster. That means enhanced cash flow and fewer collection calls. Plus, a side benefit is that customer satisfaction is often higher when goods or services have been …
How Bookkeeping Supports Job-Cost & Gross Profit Measurement at Paul’s Perfect Projects, LLC If you haven’t already read them, you’ll probably want to visit Part I and Part II of this “Tale of 4 Companies: A Job-Cost & Gross Profit Drama” before starting the following “Part III.” In Part III, Paul & Dave have just …
These best practices for QuickBooks payments can improve your profitability as well as the speed and accuracy of your incoming and outgoing payments. In the case of best practices for QuickBooks payments, the rewards are clear. Pump up your cash flow. (More cash-on-hand means less-stressed owners + happier, more-responsive vendors.) Eliminate costly late fees and …
Calculating your true cost of labor seems straightforward: compensation plus benefits should equal how much you’re spending on labor, right? Wrong. Unfortunately, business owners don’t have it that easy. There’s much more to determining whether an employee’s time is being put to maximum benefit for a business, and without a true cost of labor that …
The accounting blogs listed below are some of the most reputable and informative online. I wanted to create a quality resource for people seeking any additional accounting advice, so below, you’ll find what I believe to be some of the top accounting blogs. As an endorsement, I’ve created a badge for them to display so …
Learn how to implement a management accounting system – so you can make informed business decisions each day! Did you know there are different types of accountants and accounting viewpoints? Many business owners don’t. There are a handful of different kinds of accounting systems, but the two main kinds are management accounting and financial accounting. …
Are you one of the many small-business owners taking on your own accounting? Let QuickBooks desktop help you like it’s helped millions others. In recent years, many small- and midsize-business owners have been steering away from using trained accountants for their financial needs and, instead, have taken on the responsibility internally – either by doing …
Let BuildYourNumbers.com explain why you should use QuickBooks-compatible inventory software to integrate and streamline your systems. Do you have an inventory? If so, how do you keep track of that inventory? Whether you’re already using inventory accounting software or keeping track of your inventory through lists, spreadsheets, or year-end adjustments, I’m about to show you …
Learn how inventory software can help your small business save time and money over the long term. Small-business owners have to keep track of their inventory just like all other businesses, but with fewer resources available to them. You could try to track inventory by keeping a list in a notebook or on a spreadsheet, …
As a small or mid-sized business you only need one cost-effective, integrated accounting system to effectively manage your financial operations… Have you made the jump to manage your own accounting? If so, have you found yourself lost in a sea of financial software? In fact, you really don’t need those five or six manual systems …
Keeping tracks of hours, union wages, social security, & workers comp can be difficult. Let specific construction payroll software help. If you run a remodeling or construction company with employees, you know that those employees are an essential element of your business. How else would you get client jobs completed for clients in a timely …
Have you ever wondered how financial & accounting software could benefit your business? Learn to manage your own finances with QuickBooks… Every business faces the challenges associated with accounting. But for mid-sized and small businesses especially, the challenges associated with managing money can mean the difference between success and failure. As a small-business owner, you …
Choosing an accounting system for your small business? Read about the flexibility, usability, and comprehensive features included in QuickBooks desktop software. As a small (or mid-sized) business owner, you’re faced with multiple options when it comes to choosing the best business accounting system for your company. You’ve probably even searched online for small-business financial accounting …
How to change a date on a QuickBooks transaction Changing a date on a QuickBooks transaction is an easy task. Simply click the date field in the transaction, then choose the correct date from the calendar that pops up. But wait, before you change the date on a transaction, you need to consider a much …
QuickBooks & Enterprise Solutions are, generally speaking, stable, logical, and powerful programs.
When something isn't working properly, however, it's very easy to lose perspective and get upset or angry with the software.
This article by Dan Rooks describes the various kinds of accountants and their roles. Info Plus President, Diane Gilson, contributed some thoughts and background information. Dan is co-founder and CEO of Decisive Systems, Inc., a software company that measures the operating cost of heavy equipment. Besides creating “Tools to make smart machine owners smarter”, DSI also …
Month-End Closing Workflow: Why It Matters (More Than You Think) A strong month-end closing workflow helps you Catch missing costs Protect profit, and Make decisions based on numbers you can trust The story… A bookkeeper closes the month and the numbers look fine. A week later, a $15,000 flooring bill shows up. At that point, …