As a small business owner, you know that one of the most important aspects of running your business is managing your finances. This can be a difficult task, especially if you have a team of employees. You need to make sure that everyone is on the same page when it comes to the budget and …
Securely Share Your Team Budget with QuickBooks and Microsoft Documents Read More »
Millions and billions of people worldwide run small businesses, and some of them have already taken their business to the skies. If you ask them about their success, they will tell you stories about their passion and dedication. But that’s only one side of the story. To build and sustain a business, you need an …
Simple Ways to Manage Your Expenses as a Small Business Read More »
Getting ahead of your competitors should be a key concern for any small business owner. To make your small business stand out in the market, you’ll need the best accounting and bookkeeping tools. This tool creates and maintains invoices for your small business, keeps track of expenditures, and publishes financial statements. This article lists the …
Basic Accounting Tips for Small Businesses’ Accountants and Bookkeepers Read More »
Many people have been conned, defrauded, or had their identities stolen from phishing emails due to ignorance and possibly a lack of information about email vulnerability. And this is a result of sending confidential information over email. Importantly, information from the accounting industry is primarily the target of these cyberpunks. Sending information via email should …
Why is Email not Secure for the Accounting Industry? Read More »
During the COVID-19 pandemic, it became essential to be able to work remotely. There is no exception for QuickBooks users. Companies have scrambled to share QuickBooks remotely with multiple users. From virtual servers, virtual desktop options, or even running QuickBooks on a dedicated computer, IT techs have had their hands full finding a solution that …
Acquiring more clients is a fundamental objective for every business. Your sales process should not end after your customers sign an agreement to work together. Instead, think of the next step as an onboarding strategy where you and your team members are their personal customer success manager. After all, a positive client onboarding process and …
5 Tips to Improve Your New Client Onboarding Experience Read More »
At CoralTree, exceptional support is the only standard. When you call our Qbox or CoraCloud Support Desk, you are not routed between robots attempting to gather account numbers or asking you to verbally summarize your issue; you are greeted and assisted by a living person in the United States, each and every time. Every issue …
What is Support like for Qbox, CoraCloud and all CoralTree Products? Read More »
Last year the Internal Revenue Service passed a temporary policy to help tax professionals and tax payers sign tax forms electronically. The purpose of this policy was to reduce the burden on the tax community allowing taxpayers to use digital signatures on certain forms that cannot be filed electronically. In recent news, the IRS extended …
IRS Extends eSignature Policy on Certain Tax Forms Read More »
It might be burdensome thinking, planning or preparing for the next tax season. For many, it seems that they just completed the filling for the previous tax returns and the hectic work demands for the remaining part of the year. For Investment companies that have seasonal capital inflow, late preparations might distort their documentation and …
