Tag Archives: technology

SmartVault to Integrate with QuickBooks Online

SmartVault is a cool little tool that we have used for a couple of years. SmartVault is a Cloud based document management system.  The cool thing about SmartVault is that it allows us to attach documents (like invoices) directly to … Continue reading

Posted in Blog, Featured on Homepage, Technology | Tagged , | Leave a comment

QuickBooks Keyboard Shortcuts

I’m an old school compter guy.  I started before there ther were icons to point you in the right direction So, I have always used shortcut keys to help me navigate through transactions and data entry. I resently came across … Continue reading

Posted in Blog, Featured on Homepage, QuickBooks | Tagged , | Leave a comment

Overview of Tax Rules for Software Purchases and Development Costs

We usually get a lot of questions about the proper tax treatment when our clients purchase or develop software. There are so many questions beacause the type of software varies so greatly.  Software ranges from operating systems and programs that are bundled … Continue reading

Posted in Blog, Featured on Homepage, Tax Notes, Technology | Tagged , , , | Leave a comment

Technology – How are we doing?

It is hard to imagine our practice without the level of technology that we use. I know the vast majority of our our peers have been slow in adopting technologies to manage and run their practice. I can not image … Continue reading

Posted in Blog, Estate & Gift Tax, Technology | Tagged | Leave a comment

IRS Can Summons Original Electronic Data Files

The fight rages on as to whether the IRS has rights to elctronic files.  It has been our position that the IRS does have rights to these files and extreme care should be given when you receive such requests. Well, … Continue reading

Posted in Blog, Featured on Homepage, QuickBooks, Tax Notes | Tagged , , | Leave a comment

Sleeter Group Annouces 2012 QucikBooks Add-on Award Winners

Each year the Sleeter Group selects the best QuickBooks Add-Ons. This years winners are: Bill.com Receivables QQube Bill & Pay Fujitsu ScanSnap ShareFile for Accountants Check out more details by clicking here  or to check out prior year winners click here.

Posted in Blog, Featured on Homepage, QuickBooks, Small Business Accounting | Tagged , , | Leave a comment

QuickBooks 2012 and Excel

QuickBooks 2012 has made some major improvements in its  integrate with Excel. Now you can create a template report and retain many formatting elements. This new functionality will allow you to develop Excel templates that can easily be updated directly from QuickBooks.  … Continue reading

Posted in Blog, Featured on Homepage, QuickBooks, Small Business Accounting, Technology | Tagged , , , | Leave a comment

IRS Auditors Request QuickBooks Data File

There has been such a change in how accounting is handled for small businesses over the last two decades.  The majority of small businesses today use QuickBooks as their primary accounting software package.  Well that has not gone unnoticed by the … Continue reading

Posted in Blog, Featured on Homepage, QuickBooks | Tagged , , , , | Leave a comment

Cool Tool in Mint.com

We are often asked questions about personal finances.  Most of them are around budgeting, wealth accumulation and keeping track of information.  There is always a balancing act between effort and cost.  Most people are not accountants and do not want to … Continue reading

Posted in Blog, Featured on Homepage, Technology | Tagged , , | Leave a comment

Sleeter Group announces annual QuickBooks Awesome Add-Ons winners

Each year the Sleeter Group selects the best QuickBooks Add-Ons. This years winners are:

Posted in Blog, Featured on Homepage, QuickBooks, Technology | Tagged , | Leave a comment