Client Articles and Resources

Accounting for Homeowners Associations Using QuickBooks Online

Managing the financials of a Homeowners Association (HOA) can [...]

By Gina Pitts|2025-12-22T09:08:20+00:00December 22, 2025|Class and Location Setup, Class Setup, Financial Reports, HOA Accounting, Trust Accounting, Uncategorized, Understanding Financials|Comments Off

Your Guide to Filing 2025 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV Forms

Annual 1099 compliance often feels complicated, but most of [...]

By Gina Pitts|2025-11-18T11:59:39+00:00November 18, 2025|1099, 1099-DA, 1099-MISC, 1099-NEC, 2025 Tax Changes, 2025 Tax Year Changes, A/P Clean-Up|Comments Off

A ProAdvisor’s Guide On Correcting Negative On-Hand Inventory in QuickBooks Online

Negative on-hand inventory in QuickBooks Online can disrupt your financial [...]

By Gina Pitts|2025-11-15T23:49:10+00:00November 15, 2025|Inventory Asset, Inventory Setup, On-Hand Inventory Quantity, Product Inventory|Comments Off

When, Why, and How to Use Refund Receipts in QuickBooks Online

As a business owner or accounting professional, maintaining accurate [...]

By Gina Pitts|2025-11-15T06:20:05+00:00November 15, 2025|A/R Clean-Up, Account Receivable, Accounts Receivable Aging Report, Accounts Receivable Clean-Up|Comments Off

Inflation-Adjusted Deductions: Maximize 2025-2026 Savings

As a small business owner, staying informed about tax deductions [...]

By Matthew Pitts|2025-11-11T02:08:38+00:00November 11, 2025|Inflation, IRS, Standard Deductions|Comments Off

A Practical Guide to Accounts Receivable in QuickBooks Online

Understanding the Accounts Receivable Process Flow in QuickBooks OnlineThis guide [...]

By Gina Pitts|2025-11-06T20:10:09+00:00November 5, 2025|A/R Clean-Up, Account Receivable, Accounts Receivable Aging Report, Accounts Receivable Clean-Up, Accurate Accounting, Customer Deposit/Retainer, Customer Deposits, Customer Payments, Invoice Payments, Progress Invoice, Progress Invoicing, Sales Receipts|Comments Off

Easy Transition from QuickBooks Desktop to QuickBooks Online

Switching from QuickBooks Desktop to QuickBooks Online can revolutionize [...]

By Gina Pitts|2025-10-31T09:14:21+00:00October 31, 2025|Uncategorized|Comments Off

Late S-Corporation Penalties: Avoid Costly Fines

As a small business owner running an S-Corporation, you have [...]

By Matthew Pitts|2025-10-31T02:29:39+00:00October 31, 2025|IRS, Penalties, S-Corporation|Comments Off

Reconciling Health Insurance Deductions in QuickBooks Online

Managing payroll can be a daunting task for small [...]

By Gina Pitts|2025-10-31T07:30:03+00:00October 25, 2025|Health Insurance Contributions, Health Insurance Deductions, Payroll & Compliance, Payroll Correction, Payroll Service, QuickBooks Online Setup|Comments Off

Become Your Own Boss by Starting Your Own Small Business

Starting a small business is an exciting journey — but [...]

By Gina Pitts|2025-10-25T02:21:35+00:00October 24, 2025|Business Advisory, Business Growth, CFO Advisory, Small Business, Small Business Accounting|Comments Off

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