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FAQs about creating and optimizing customer profiles in QuickBooks

FAQs about creating and optimizing customer profiles in QuickBooks

September 23, 2025

Attention, QuickBooks users: Comprehensive customer profiles provide a solid bookkeeping foundation. Here’s some guidance to help you manage your customer data like a pro.

Employers: Conduct workplace investigations with care

Employers: Conduct workplace investigations with care

September 19, 2025

Too often, workplace investigations are handled inconsistently or without clear processes. Here’s how your organization can approach them more effectively and achieve better outcomes.

The power of catch-up retirement account contributions after 50

The power of catch-up retirement account contributions after 50

September 18, 2025

Over age 50? Catch-up retirement contributions could make a huge difference in your future wealth. Here’s how.

Receive $10,000 in cash at your business? The IRS wants to know about it

Receive $10,000 in cash at your business? The IRS wants to know about it

September 17, 2025

Did your business receive more than $10,000 in cash? You may be required to file Form 8300 with the IRS. Learn what counts as “cash” and how to stay compliant.

Delisting decisions: The complex road to going private

Delisting decisions: The complex road to going private

September 16, 2025

Public companies: Going private may reduce costs and Wall Street pressure, but it opens the door to new risks. Learn the compliance challenges before delisting.

Employer-provided meals will face different tax treatment next year

Employer-provided meals will face different tax treatment next year

September 15, 2025

Employers: If your organization provides food and beverages to employees, the tax impact of doing so will likely change drastically in 2026. Details here.

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