Business Advisory Archives | Page 6 of 37 | SD Mayer

Tips for QuickBooks users: 5 mistakes to avoid during bank reconciliation

December 27, 2023

Tips for QuickBooks Users: 5 Mistakes to Avoid During Bank Reconciliation

Reconciling bank and credit card accounts can be time-consuming and tedious. However, timely reconciliations are essential to accurate financial reporting …

Reinvigorating your company’s sales efforts heading into the new year

December 21, 2023

Reinvigorating Your Company’s Sales Efforts In the New Year

Many businesses set financial objectives for the year and leave it up to their sales teams to achieve those goals. …

How businesses can get better at data capture

December 20, 2023

How Businesses Can Get Better At Data Capture

Business owners: It’s in your best interests to continuously improve how you handle “data capture.” Here’s a look at this …

Is your business underestimating the value of older workers?

December 7, 2023

Is Your Business Underestimating The Value Of Older Workers?

Business owners: When looking to hire, don’t overlook the distinctive advantages of older workers.

Solving the riddles of succession planning for family businesses

November 30, 2023

Succession Planning For Family Businesses

Many family business owners encounter seemingly insurmountable problems when developing their succession plans. The good news is there are plenty …

Don’t forget to empty out your flexible spending account

November 28, 2023

Don’t Forget To Empty Out Your Flexible Spending Account

If you have a flexible spending account, you may want to use up the money before the ball drops on …

Using QuickBooks to prepare 2024 budgets and forecasts

November 28, 2023

Using QuickBooks To Prepare 2024 Budgets And Forecasts

Are you planning the short and long-term future of your business? QuickBooks has analytical tools to help answer questions on …

Smaller companies: Explore pooled employer plans for retirement benefits

November 28, 2023

Explore Pooled Employer Plans for Retirement Benefits

Business owners: If your company isn’t quite ready to sponsor its own retirement plan for employees, a pooled employer plan …

Some businesses may have an easier path to financial statements

November 16, 2023

Some Businesses Have An Easier Path To Financial Statements

Business owners: The accuracy of your financial statements is critical, but you have various options for how a CPA can …

Is your business subject to the new BOI reporting rules?

November 9, 2023

Is Your Business Subject To The New BOI Reporting Rules?

Many businesses, including small ones, may be subject to new beneficial ownership information reporting rules under the Corporate Transparency Act. …

Teaching your accounting staff to master the art of negotiation

November 9, 2023

Teaching Your Accounting Staff To Master The Art Of Negotiation

Does your company’s accounting team have strong negotiation skills? Here’s how to help bookkeepers and controllers become artful negotiators.

Businesses: Know who your privileged users are … and aren’t

November 1, 2023

Businesses: Know Who your Privileged Users Are … And Aren’t

Business owners, their leadership teams and various employees may be defined within their companies as “privileged users.” It’s important to …

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