Keeping records for the right amount of time is confusing for many of our clients; after all, we know you would rather spend your time in your business than on your business.

Are you a pack rat or have you gone digital? How about a mix of both? Either way, very few records need to be kept forever. What’s important is to know where to find something and know the government’s requirements. You’ll want to hold on to your receipts, statements, and other documents based on tax year and, in some cases, for other reasons.

As a business owner, you may have taken the opportunity to build out your e-commerce storefront. As the worst of the pandemic subsided in 2022, shoppers returned to physical stores and cut back on big-ticket discretionary spending online, CNN reported.

Many of our clients run e-commerce businesses, and sell goods or services online. These are the top five ways I’m encouraging our business owners to entice shoppers back to their online stores.

Celebrating Valentine’s Day often brings to mind sweeping, dramatic love scenes. Think: John Cusack’s boombox serenade. Tom Hanks and Meg Ryan’s rendezvous atop the Empire State Building. Anna’s self-sacrifice for Elsa on the frozen fjord. In real life, we know that love is often found not in grand gestures, but in the little things.

This February, the team at QuickBooks Online is showing its love through small updates that mean a lot. More customization in QuickBooks Online Advanced and two changes affecting QuickBooks Payroll reduce friction for users.

Certum Solutions helped the growing enterprise wireless provider, ScanOnline, scale confidently with intuitive, rightsized reporting and warehouse management tools from QuickBooks Enterprise Diamond suite.

Intuit has recently announced the decision to discontinue QuickBooks Point-of-Sale. Effective immediately, there will be no new sales of this software. However, new users can be added to existing POS systems through October 2, 2023.

The QuickBooks team released four useful updates to QuickBooks Online (QBO) in January. These changes are targeted at specific subsets of QBO users. Let’s take a look at who benefits from the software changes.

In this video, Katie demonstrates how to connect Salesforce to your QuickBooks Online Advance account and its features.

Happy new year! If the product updates from Intuit QuickBooks are any indication, we may all still be recovering from the holiday season and easing into 2023. No judgment from me!

The QuickBooks team released four useful updates to QuickBooks Online (QBO) in January. These changes are targeted at specific subsets of QBO users. Let’s take a look at who benefits from the software changes.

These kinds of updates can save you a lot of time and help you get paid more easily if you take advantage of them. Goodness knows we could all use a little more rest and peace of mind at the end of the year! As always, let us know if we can assist you with your books, software conversions, or QuickBooks questions.

Meet FreyCo, an IT managed services consulting company based in San Pedro, California. Certum Solutions provided a QuickBooks upgrade and bookkeeping services for FreyCo’s clients.

Katherine Bunschoten, President of Certum Solutions, and team accept the awards for Trailblazer of the Year, as well as distinctions in four sales categories, QuickBooks Online, QuickBooks Online Advanced, QuickBooks Payroll, and QuickBooks Payments, for the Executive tier.

As 2022 winds down, the team at Intuit QuickBooks® has gifted us a new feature and a handful of updates to make our lives a little easier in the new year.

The first several features are available to all QuickBooks Online (QBO) users, but the last ones are only for QBO Advanced customers.

Our economy has had quite the journey the last few years, and for many professionals that may have entered the workforce during Covid-19 shutdowns, travel might be a newer part of the job description. Even airports seem like they can’t quite get the hang of it (ask me sometime about my trip to Orlando and the missing checked bag that was waiting on my step when I got home a week later).

That being said, I have worked on hacking the airport travel experience lately (no more missing bags for me!) and wanted to provide my tips for a smooth journey, whether you are new to business travel, or you are, like me, learning to travel in a world full of oopsies as we get used to semi-normalcy again.

For so many small business owners, the holiday season brings in more orders, sales and service requests – which means you’re busy. Especially at this time of year, your accounting software should bring more joy and less stress as you manage your business.

In that spirit, Intuit® has released six feature updates that can bring calm vibes to the busy season. The first two features are only available to customers with QuickBooks® Online (QBO) Advanced; the rest are available to all of our QuickBooks Online customers.

We’ve been a proud employer of veterans since the early days of our business, and we love to take this opportunity to thank our two current employed veterans, Patricia Burchfield and Tatyana Kelly, for their service and make them feel appreciated.

OK, so I will be the first to admit that in running this business, and in trying to stay sane the last few years that occasionally I have missed things.

Well, apparently I missed something huge.

Alternate vendors was enhanced a few years ago in QuickBooks Enterprise, and I totally, completely, did not know until this week.

When working with a new client, a lot of times the discussion starts around software and flows, and eventually follows a meandering path back through the annals of my memory to ACC 101.

While accounting software looks fancy and intimidating, there are a few things that we go over that helps. I recently put this up on our company whiteboard, and had several people comment on how helpful it was, so I thought I would try to replicate it here.

Accrual-based businesses report income and expenses according to GAAP, or Generally Accepted Accounting Principles. There are certain guidelines on when a business should use accrual-based bookkeeping, such as when inventory will be kept on hand or when you are above a certain revenue threshold, but many small businesses use a cash-based method instead.