Complete the 2018 Annual Intuit Rate Survey!

Originally published on The Intuit® Rate Survey is one of THE most-anticipated events every QuickBooks ProAdvisor® and accountant looks forward to completing! This year, we’ve enlisted the talents of popular ProAdvisor Michelle Long, CPA, and Heather Satterley, EA; they designed the survey to render information crucial to help you set your fees for the future – […]

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All Your Work, All in One Place: QuickBooks Self-Employed

Intuit is changing how accounting professionals work  QuickBooks® Online Accountant (QBOA) has evolved over the past few years to become a dynamic suite of accounting, tax and productivity solutions for accounting professionals. Bookkeepers, CPAs and other professionals that have adopted QBOA in their practice are benefiting from its many features, including the seamless integration between QBOA and Intuit® ProConnect™ […]

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How to Scale Your QuickBooks Online Bookmarks

When our firm, Orefice & Caliri CPAs, got serious about switching our clients over to QBO, I worked out some best practices for streamlining set up procedures for our team and our clients. One trick I learned is how to use the Bookmark Manager in Chrome to scale QBO bookmarks across our firm and clients’ […]

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