Join us for a deep dive into QuickBooks Online Bank Feed Rules.

If you are like me, you struggle with an ever growing list of follow up tasks and action items. I have tried using numerous different task management applications, I have tried calendar blocking, I even tried wishing on a star. During this week’s session we are joined by Kristen Nies Ciraldo and Richard Roberts-Roppa we discuss the root causes of procrastination and how to tackle a growing backlog of tasks.

During this week’s episode, Jan Breuls-Dorang joins us to discuss the importance of setting client expectations. Jan will share with us how she establishes proper boundaries at the beginning of the relationship and how she manages their expectations. This session is packed full of valuable information no matter how far into the journey you may already be.

During this week’s episode Tonya Schulte joins us to review a new application called Scribe that helps her capture the different steps of her workflow. Matthew Fulton talks about the CalSavers program which requires California business owners to establish retirement accounts for their employees.

During this week’s show Brian Hershman of BSH Accounting explains how to make QuickBooks match your tax return. Brian talks about the new “prep for tax” feature built in QuickBooks Online.