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Firm of the Future Article: Leverage the power of the QuickBooks Online Project Center

Firm of the Future Article: Leverage the power of the QuickBooks Online Project Center

by Monique Swansen | Jan 21, 2025 | Features

When I was selected to present on QuickBooks Online’s Project Center at Intuit Connect, I said, “Sign me up!”  I really enjoy the opportunity to help other accountants unlock new ways to show up for their clients. As a quick overview: The QuickBooks Online Project...
Helping a Small Family-Owned Business Break Through to Real Profitability

Helping a Small Family-Owned Business Break Through to Real Profitability

by Monique Swansen | Jan 14, 2025 | Business

When the owner of a family-owned business came to us, he shared something we hear a lot: “I think I’m making money, but I don’t know for sure. Is my pricing set up the right way?” He’d been figuring out his gross margin by subtracting commissions and...
Is Your Business Really Profitable? Understanding Financial Health Beyond the Bank Balance

Is Your Business Really Profitable? Understanding Financial Health Beyond the Bank Balance

by Monique Swansen | Oct 25, 2024 | Accounting News

A healthy bank balance often makes small business owners feel like they’re in good financial standing—it’s something I see all the time. Unfortunately, what’s in the bank (and what’s not in the bank) doesn’t always tell the full story.  How, you might ask? On one...
Enhancing Accounting Services Through Strategic Time-Blocking

Enhancing Accounting Services Through Strategic Time-Blocking

by Monique Swansen | May 24, 2024 | Accounting News

As an accounting firm, staying ahead isn’t just about keeping up with the numbers. Instead, by optimizing how we manage our time, we can serve you—our clients—better. So why is an accounting firm talking about time-blocking? It boils down to two main reasons: You...
The Questions Most Cannabis Businesses Don’t Think to Ask During the Licensing Process

The Questions Most Cannabis Businesses Don’t Think to Ask During the Licensing Process

by Monique Swansen | Jan 29, 2024 | Accounting News

The Questions Most Cannabis Businesses Don’t Think to Ask During the Licensing Process Many business owners know me for my work with companies offering professional services. I’m also a cannabis accounting pro and have devoted the last several years to becoming an...
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