We still have time before the Quarter Finals in the World Cup Tournament, but here are the Quarter Finalists of time saving processes for QuickBooks Online. Using “Receipts” app to upload your bills into QBO. This not only speeds up the process of entering bills into QBO, it also attaches a PDF of the bill in QBO for easy reference, creates greater accuracy by eliminating mistyping information, and increases consistency with coding to the correct GL account. Linking Bank and Credit Card accounts to QBO to utilize the “Bank Transactions” app. This saves time by matching items clearing the bank or credit card to your QBO account and offering suggestions on posting items clearing the bank or credit card which have not been entered in QBO yet. At the end of the month, the bank reconciliation is already done and just needs to be approved. Setting up vendors to be paid by ACH through QBO. Eliminate costs of stamp, paper, printer ink and time in paying bills. Recurring entries. Gain efficiency by setting up recurring entries for bills, invoices, and general journal entries that occur repeatedly. With any automation, human verification is essential. If you have any questions about any of these cost and time saving processes, please contact us for more information.

The weather is getting warmer and with that comes summer and seasonal hiring. As an employer you need to be prepared. You need the same information for a seasonal/summer employee that you do for a full-time employee. The forms and documentation you will need from your employees are as follows: W-4 (Employee’s Withholding Certificate) I-9 (Employment Eligibility Verification) including acceptable documents (listed on form) to establish both identity and employee authorization Certificate of Residency Direct Deposit Authorization (if applicable) 4029 (Exemption from Social Security and Medicare Taxes) (if applicable) *Remember if you are hiring a high schooler age 14-17 you will also need a copy of their working papers. You also need to be familiar with the Child Labor Laws to determine permittable working hours and duties for individuals 17 years old and younger. These can be found on the Commonwealth of Pennsylvania’s website here. Also, keep in mind the state minimum wage is $7.25 per hour. If you have more questions on summer and seasonal hiring, please contact our payroll department.

Chances are you’re already knee deep in work as the weather starts to warm up and the requests come rolling in. Also, chances are your other tasks are starting to get pushed to the back burner. That’s understandable, so here’s a list of smaller projects you can work on now that will help you get ready for and make the most of your busiest time of year and beyond! • Put together an email list: Collect emails from current or past customers/clients you want to reach with email marketing. Be sure to keep the list as organized as possible using tags, segments, and correct info. • Send out a monthly newsletter: With your email list, start sending out a regular monthly newsletter letting your audience know what’s goings on in your business while remaining personal and interesting. • Start promoting your services for the slower months: Take the newsletter a step further and send promotional emails about summer or fall offers, services, deals etc. specific to your business. • Start or update your social media page: If you have an old social media page floating around that needs to be brought back to life or if you’ve been wanting to start one, now is the perfect time! Pretty soon you’ll have loads of fresh pictures and content to share. • Get on top of online orders: Whether it’s office supplies, merchandise, or job supplies you know it’s better to get a head start now so you have everything you need when you’re too busy to think about it. We are here to help! If these tasks sound like something you want to do, but can’t make the time for, call us and we can get you set up with our Marketing & Office Assistant who can manage and carry out these tasks while you focus on your work!