Category Archives: Outsourced Accounting

What Is the Best Way to Sync ConnectWise to QuickBooks Online?

Laptop with Code

What Is the Best Way to Sync ConnectWise to QuickBooks Online? You want to upgrade to cloud accounting but your PSA syncs to your QuickBooks […]

The IRS Tattletale Program

No one ever likes it whether on the playground or in the mafia movie. Nothing good happens to these people. In the movies, as soon as you see it, you know the character is doomed. They get a reputation as someone who can’t be trusted at best and “swim with the fishes” at worst.Rat. Nark. Snitch. Tattletale.​Regardless of the context the terms are never positive.  These shifty eyed people are always watching their backs and covering the […]

If You Care About It, You Will Track It

Calories. Blood sugar level.Cholesterol.Money. Weight.If we care about it, we track it.So when someone questions the profitability of a segment of your business, that answer should be readily available. For example, is that office making you money?Simple question. ​Is the investment you have allocated undertaken in time, energy and capital producing a return adequate to compensate for the risk taken? ​ It should be a simple question of pulling a f […]

Case Study: Optometrist Saves 20-30 Hours Per Month by Going Paperless

The hours of paperwork and bills in running Family Optometry business were taking their toll on Dr. Eric Dale. He loved taking care of his patients and leading his team, and he led the organization of 18 staff and three offices, including three other optometrists working with him. But he was exhausted, and he didn’t have any time to spend with his family. When an optometrist from a neighboring community approached him about Family Optometry purchasing his practice, Dr. […]