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Joanie Mann

Joanie Mann

Bookkeeping Needs Better Reporting Tools

bookkeepingBookkeeping and the processes for accounting for financial activities in a business center on the collection, categorization, summarization, and reporting of data generated from all aspects of business operation. In smaller businesses, the activities required to perform the bookkeeping task required the bookkeeper or business owner to be directly involved in reviewing and entering the data for each transaction.

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Be the McDonald's of Professional Service

McDonalds logoYou run a professional services firm, perhaps an accounting firm. You have a wide variety of clients with a wide variety of needs, but the services you offer are relatively standardized. You provide tax return preparation, bookkeeping and financial statements.

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Accountants, Clients Online: Who Owns What Data?

ownership artMobile device support and remote access to applications and data is becoming a standard requirement for most businesses today. The "online" working model goes a long way towards addressing problems face when they need to get team members together no matter where they are. When the information is stored and managed centrally, it is easier to provide access to outside accountants or other professionals.

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