What is a client portal and why do you care? Is is worth upgrading your software for this feature? Read our article in the Intuitive Accountant “Client Portals are the rage, but are they right for you?“
Credit Card Smarts
Did you know you can tell what type of credit card someone is using without looking at the card? All you need is the first number. As I published in the Intuitive Accountant It’s actually pretty easy. The first digit tells you what type of credit card. Within the United States: VISA cards starts with […]
Remote access
Do you need to access clients computers in a secure manner? Do you give presentations remotely or provide remote training? There are lots of tools available to help with this. First you need to determine your specific needs. This will help you identify the best solution. How many computers do you need to access? Is […]
BigTime – Tracking Time and expenses
If you use QuicKBooks but need more time tracking and billing capability than what is available in QuickBooks, take a look at BigTime. If you do the sames tasks for multiple clients there are extra benefits to BigTime and it allows for an approval process. I recently wrote an article in the Intuitive Accountant describing […]
Financials and Automating Data Entry
The Sleeter Conference was filled with useful sessions and vendors with interesting products. There seemed to be several themes. Financial reporting/analysis and automating data entry were among the top. You can read more about the products of interest in my Intuitive Accountant article.