Category Archives: Software

Feel the Flow: The Circular Process of Invoicing, Payments, and Credit Memos with ConnectWise, Wise-Sync and QuickBooks Online

Feel the Flow: The Circular Process of Invoicing, Payments, and Credit Memos with ConnectWise, Wise-Sync and QuickBooks Online So, you’ve taken the plunge into the […]

Should I Switch From QuickBooks to QuickBooks Online?

The “cloud” is bringing about massive upheaval in small business accounting. You have heard the rumbling and upheaval, the carnage and disruption.  You have seen […]

Is Cloud Accounting More Expensive?

cloud

The shift in recent years in software has been from a product to a service; one-time license to a monthly subscription.  Software companies learned that if you sell software as a product to a client, they will use it until they absolutely cannot use it anymore thereby limiting the revenue of that license. With the advent of the “cloud”, the subscription model of accounting has given software companies the ability to host, allow and limit access to the software and da […]

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. […]