#QuickBooks Scan Manager Has Stopped Working
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How to Use Quickbooks Scan Manager [Solved]

It assists in the management of tracking one's inventory. One such tool is the QuickBooks Scan Manager which helps in streamlining daily tasks. QuickBooks Scan Manager lets the users easily attach files to your invoices, sales receipt, bills, and other transactions. In this article, we will be telling you all about the QuickBooks Scan Manager. Call us for any kind of technical assistance at (833) 392-0369.
#QuickBooks Scan Manager#QuickBooks Scan Manager Not Working#QuickBooks Scan Manager Has Stopped Working#QuickBooks Database Server Manager Auto Scan#QuickBooks Scan Manager Could Not be Selected#QuickBooks Scan Manager Stopped Working#QuickBooks Scan Manager Unable to Find Scanner Driver#QuickBooks Scan Manager Application Has Stopped Working#What Is Quickbooks Scan Manager#How To Setup Quickbooks Scan Manager#QuickBooks Scan Manager Not Responding
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Onsite Bookkeeping and Offsite Bookkeeping Services Discussed
Most little to medium organizations do not need to have a complete time bookkeeper. Most component time bookkeepers that these businesses employ the service of typically do not stick close to for lengthy. These firms get their operate accomplished by a bookkeeping firm. Normally a bookkeeping company offers two kinds of companies, Onsite bookkeeping solutions and Offsite bookkeeping services. This report will explain in detail what every of these services are, and what their execs and cons are like. For onsite bookkeeping, a bookkeeper bodily goes to perform in the business spot. It is fairly comparable to the bookkeeper that you employ with some variances. The bookkeeping company sends a bookkeeper to the client's workplace. Onsite bookkeeping service has a number of advantages. The most significant advantage naturally is the funds you conserve by hiring someone only for the times you need to have. When you have this sort of service, you do not have to stick with the very same bookkeeper if you think he/she is not working nicely for you. Just get in touch with the agency and you can have a various particular person functioning for you. When you locate the best bookkeeper, you can question the agency to send the same individual to work. You by no means get to do that if you retain the services of a bookkeeper. One more advantage is that you do not have to fret about staff benefits. You shell out right to the bookkeeping organization, so there is no paycheck associated. Accounting and Best Tax Accountant near me are complex and possibilities are most bookkeepers do not know these guidelines totally. When you get an onsite services, there are other bookkeepers that your bookkeeper can ask questions to. Most of these firms are prepared on their toes to help them. There are some drawbacks in onsite bookkeeping also. Onsite bookkeeping support differs from one particular bookkeeping firm to yet another. Some corporations have minimum provider purchase need. For example, this might indicate that you need to get at minimum particular number of days for every 7 days to be ready to get onsite support. Because your onsite bookkeeper is not functioning total-time for you, you will nonetheless need to do some operate like accumulating invoices and expenses during when your he or she is not operating. For Offsite bookkeeping, the bookkeeping agency does the work in their workplace. This sort of service is also called digital bookkeeping support (no it is not a laptop functioning for you, a genuine man or woman operates on your data files). Fundamentally, it is like as if your bookkeeper's office is away from your company place. You will have to send out your paperwork like invoices, payments, financial institution statements, and many others to the bookkeeping organization. The principal advantage of offsite bookkeeping is cost of service. It is remarkably less costly (as inexpensive as $50 per month) than onsite bookkeeping services. If you cannot manage to get a bookkeeper, you ought to at the very least get offsite bookkeeping provider. With these charges, it is nearly preposterous not to do bookkeeping or try to do bookkeeping yourself. Some companies send out their categorical courier support to pickup your files. If you are a laptop savvy, you can scan your paperwork and e-mail or upload to their web site. You can also fax your files. Whilst sending large variety of invoices, payments and statements by e mail or fax certainly search a lot more time consuming, these methods are great when you only need to deliver 1 or two files, like a missing invoice, or the financial institution assertion and many others. Usually validate what services are integrated when getting offsite bookkeeping provider. Some agency do not give payroll provider or tax remittance services when you acquire the standard offsite bookkeeping services. Some offers you with month to month reviews even though other corporations might just give your once-a-year reports. One more critical thing to bear in mind is to make confident you know what computer software your bookkeeping company makes use of. Though we all like bookkeepers with many several years or even many years of activities, they might be employing software program that is out-of-date or practically out-of-date. At the time of creating this write-up, QuickBooks and Basically Accounting are two most popular software program that most bookkeepers are utilizing. Ultimately, Continue to be absent from house primarily based organization bookkeepers unless you are totally sure about the top quality of their support. They may well stop their services anytime in the foreseeable future and you may possibly be left with your business knowledge that is completely unusable.
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What Is QuickBooks Install Diagnostic Tool,+1-877-355-0435
Click Here to Get QuickBooks Help, +1-877-355-0435
QuickBooks Install Diagnostic Tool
The QBs Install Diagnostic tool can repair & troubleshoot the bugs & errors in the software QuickBooks. QBs Diagnostic tool detects and repairs all the problems & issues via the .NET Framework, C++, MSXML framework components. At times, one or other components do not function efficiently or the system freezes with the QBs errors twinkling on the screen. QBs diagnostic tool exe download and its clean installation can help you resolve all your troubles that you may experience while installing this accounting software.
Intuit QuickBooks is one of the small business financial software that supports small business start-ups for tracking, organization, and management of their data, information, and finances. It is called the one-stop solution which focuses on integrating different businesses and companies, and with its wide range of features, it is surprising the users to become one of the most intriguing software at present.
Despite its worldly performance, every user still has to encounter install errors in Quickbooks. These errors show up when a user tries to install the QBs software. The developers witnessed this issue and hence in no time made an exquisite tool to fix this problem. This tool is named QuickBooks Install Diagnostic Tool.
When you open a company file, the QuickBooks Connection Diagnostic Tool is used to troubleshoot networking and multi-user issues. This tool can assist you if you’re having problems with the H202, H505, or 6000 series of errors. The QuickBooks Connection Diagnostic Tool is only compatible with QuickBooks 2008 and newer or QuickBooks Enterprise Solutions 8.0 and newer on computers running Microsoft Windows 7, Windows Vista, or Windows XP.
Issues and Errors in QB Diagnostic Install Tool
QuickBooks Desktop Diagnostic Install tool is particularly made to identify errors and rectify them. A few of the errors and issues that you come across have been given below.
Identifying Installation Errors
QB Error 1935
QuickBooks Error 1722
QuickBooks Error Code 1603
QuickBooks Error 1723
QB Error 15210
QuickBooks update Error 12007
QuickBooks update error 1328
issues Faced in QB Installation
Damage to the MSXML component.
QuickBooks freezes and stops working.
The appearance of Framework errors like .NET Framework error
Popping up errors associated with C++ programming.
Keyboard and mouse functions do not respond properly
How to Download and Install Diagnostic Tool for QuickBooks
Downloading and installing QBs Diagnostic Tool is an easy process and for your assistance, we have given the steps below. Follow the steps and then you will be ready to use it.
Download QuickBooks Install Tool via online websites.
Save the downloaded file as per your directory location.
After this, you will find the ‘QBInstall_tool_v2.exe’ on your system.
Now close down all the running apps in the background.
Select by double-clicking on ‘QBInstall_tool_v2.exe file’ & run the .exe file.
Follow the on-screen instructions and agree to the terms and conditions.
Now, you need to restart your PC to complete the installation process.
Resolving Errors Through QuickBooks Install Diagnostics Tool
Now we are here with this tool on our PCs, you must be wondering by now as to how to operate it and fix the installation errors. The wait is over and we are now about to discuss the process to rectify errors via QBs Diagnostic Tools.
A Few Other Important Points to Remember
There are a few useful points that a user should focus on while operating the Install Diagnostic tool.
After a successful download of the tool on your PC, it is necessary to close all the other running programs in the background and then double click on the file to scan it.
There are different cases when even after the error being fixed you would be needing to reboot your system.
While performing the scan via the diagnostic tool, sometimes you can see a pop-up message “No Errors were Detected” but it does not always mean that all the errors have been resolved. Moreover, it is the failure of the QuickBooks Diagnostic Tool to identify the error.
Conclusion
The Quickbooks Diagnostic Install Tool is a useful software that will help you to fix errors, issues, bugs, and other QB-related problems. It is quite user-friendly and makes your work hassle-free and even increases your work efficiency. If you are still unable to fix these existing problems using the above methods, then you are advised to take expert help from an experienced professional in the related field. You can even contact the QBs support team which will try to solve your issue within a few hours.
Note: The user can use QuickBooks Tool Hub to fix all types of errors in QuickBooks.
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What Is The Process Of QuickBooks Database Server Manager And Its Facts And Features,+1-877-355-0435
Click Here to Get QuickBooks Help, +1-877-355-0435
What is QuickBooks database server manager?
QuickBooks database server manager (QBDBMS) is a remarkable utility feature by Intuit. This tool functions to organize the QuickBooks server folder for multi-user mode. It helps in making the most of the multi-user mode, and also without QBDBSM, it is not possible for you to access multi-user mode. The absence of the QuickBooks database server manager will restrict the software use and also will affect the performance. This tool is accountable to share the company files with other systems over the network.
Facts about QuickBooks database server manager
There are certain facts related to QuickBooks database server manager, it includes:
The QuickBooks database server manager creates .nd files that are known as network data files on the host system.
Database server manager is compulsory in the case of multiple versions of QuickBooks desktop. In case you wish to use multiple versions of QuickBooks, then you are recommended to install the QuickBooks database server manager.
The QBDBSM has multiple versions. It can offer multiple versions of processes, but it can not provide multiple versions of the software.
Various QB versions add a user during the installation of the database server manager.
In case you are using multi-version of QuickBooks desktop, then install each version of the database server manager.
The process to download QuickBooks database server manager
Now that you have decided to download the QuickBooks database server manager, it is important for you to know the exact process that you are supposed to follow, in order to avoid any kind of a mess. The database server manager can be downloaded without any issue, as it doesn’t involve a very huge process. However, as per the developers of Intuit and as per the observation, this effective tool is part of QuickBooks accounting software. In case, you are not having it, then it can be easily downloaded from the official website of Intuit.
Configure QuickBooks database server manager
In case you want to use the default setting, then skip this section. Or else can carry out the steps below:
Open the windows start menu.
Type in “Services” into the search tab and then open services.
Choose and open QuickBooks DBXX.
And move to the General tab and look for the service status section. In case it’s started or running, you should select the stop tab.
Go for the automatic from the startup type drop-down menu.
Move to the logon tab. Also, choose the local system account option.
Head to the recovery tab. And also opt for the restart of the service from each of these drop-down menus: First failure, Second failure, and Subsequent failure.
Choose the General tab and also choose the start tab to restart the database server manager.
Insight to the QuickBooks Database Server Manager
It is very important to have a QuickBooks database server manager on your system if you want to use more than one version of the QuickBooks desktop software. The most important work of this server manager is to create a network data file that you can see with an extension. It makes the network file of every file available file be it the company file or the host file. You will be required to download this QuickBooks server manager with every version of QuickBooks if you are using more than one version. In the next sections of this article, we are providing you with all the steps that you need to follow to download, set up, and configure the QuickBooks server manager. In case you want to know how to download and set up the QuickBooks enterprise version, you can refer to our article.
Features of QuickBooks Database Server Manager
Outlines below are some of the outstanding features of the QuickBooks database server manager.
Database Server Features
Scan Folder Features
Update Features
System features
Monitor drive features
Note: The user can use QuickBooks Tool Hub to fix all types of errors in QuickBooks.
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How to solve “QuickBooks has stopped working” Error?
QuickBooks users sometimes face an error while opening QuickBooks desktop may just not respond to any command. This is a Windows generated error message that also displays “A problem caused the program to stop working correctly .Windows will close the program and notify you if a solution is available” this type of error messages in certain cases.
If you found this type messages display on screen when users try to open QuickBooks Desktop.
If you are facing this type of error where your QuickBooks has stopped working then follow the complete article for detailed troubleshooting instructions.
Causes:-
· Company name should be longer than required.
· There is a corrupted hard drive.
· QBWUSER.INI file might be damaged.
· Windows OS may be damaged.
· Damaged program file and QuickBooks Desktop Installation.
Symptom:-
As this type of error can also affect QuickBooks without giving any error message, it is important to know the signs of the error so that it can be resolved quickly.
· Your computer's screen will freeze and stop working.
· Your computer will shut down automatically.
· Your QuickBooks software doesn’t respond to your input commands.
· Mouse pointer & keyboard starts lagging on the QuickBooks window.
· QuickBooks quit all at once when you open the company file without any error message.
Some Points to Consider Before Troubleshooting Has Stopped Working Error
1. You have installed the latest available updates of QuickBooks Desktop application.
2. Company file name will be must be less than 35 characters including spaces.
3. Turn off the antivirus protection on your computer before running QuickBooks,
4. If this resolves your issue, then you need to exclude QuickBooks from your antivirus scan list.
5. Make sure to login with an account that has the administrative rights on Windows.
6. Try to Reinstall QuickBooks using Clean Install Tool .
If the problem persists and you are still not able to open QuickBooks then follow the troubleshooting steps mentioned below.
We have some steps to Fix QuickBooks Has Stopped Working Error:-
The troubleshooting steps are given in order, it might be possible that the first step will resolve the error or you might have to follow all of them to get rid of QuickBooks has stopped working.
Step 1: Download & Run QuickBooks Install Diagnostic Tool
1. Click the link and download QuickBooks Install Diagnostic Tool.
2. Desktop to save the file.
3. Close every running application on Windows, Before running the QB Install Diagnostic Tool
4. Double-click the setup file from the desktop and follow the instructions to start the diagnosis.
5. It will take up to 25 minutes to repair the damage in the installation.
6. Now, Restart your Windows and try to open QuickBooks once again.
If you see that QuickBooks is still not responding then follow the next troubleshooting step.
Step 2: We Can Scan and Repair Bad Sectors on Hard Disk.
· Open Windows File Manager by pressing Windows + E and right clicking the C drive.
· Select Properties then choose Tools tab and click Check now.
· Checkmark Automatically fix file system errors and Scan for and attempt recovery of bad sectors options.
· Click Start and wait until Windows completes the scan and repair process.
Step 3: Edit QBWUSER.INI File Name
1. Open Windows File Manager and follow this path Users\User Name \AppData\Local\ Intuit\QuickBooks and find QBWUSER.INI file.
2. Now, Click Folder and Search Options under the Organize tab at the top left corner of the Window.
3. Under the View tab checkmark Show hidden files, folders, or drives option.
4. Click Apply and then OK.
5. Now right-click the file and select Rename.
6. Add .OLD at the end of the file name i.e. (QBWUSER.INI.OLD).
7. Open QuickBooks and check if the QuickBooks have stopped working. The error is resolved.
Step 4: Reinstall Windows Operating System
Before reinstalling Windows ensure to back up your company file, as reinstalling Windows will completely remove QuickBooks and Company file data from the computer.
Hope this article will help you resolve QuickBooks is not responding error, if you have any problem regarding QuickBooks Stop Working, You can contact your local IT administrator to install a fresh Windows on the computer.
Thanks for your visit.
Referred link - https://penzu.com/journals/25002396/67962678
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How to Start an E-commerce Business that Can Increase Your Profit!
New Post has been published on https://martechguide.com/how-to-start-an-e-commerce-business-that-can-increase-your-profit/
How to Start an E-commerce Business that Can Increase Your Profit!
First Thing, we try to learn What is E-commerce?
What are advantages of e-commerce?
Advantages of ecommerce to Organizations
Advantages of Ecommerce to Customers
Advantages of Ecommerce to Society
What all you need to start eCommerce?
What are Different Types of Ecommerce Business Models
Most Popular Delivery methods in Ecommerce Business
Top 5 Best e-commerce platform and why
Can I do it on my own? Yes… You can run your own ecommerce single handed on your own.
offer
Let’s look at this graph below. This graph is a clear indication about the surge in eCommerce globally.
After the Declaration of global pandemic in week 13 sales orders increased by 40% and by end of week 16 it increased by 64% for eCommerce business on their websites
The whole world has learnt it pretty well and has changed our lives and going digital became the new norm.
Still, if you are thinking to start your own ecommerce venture, this is the best time. What’s stopping you? I know you would be having many questions on your mind…Right!
Like…How do I start it?
How much to invest in starting this?
Let’s look at all these question sequently and I guarantee you, you will be able to start it as simple as 1-2-3
First Thing, we try to learn What is E-commerce?
It is commerce on Internet i.e. Transaction happening through internet medium. People buy the products and services through online platforms like (websites, apps, and Social Media pages) and make the payments online though online payment options like net banking, paying through credit / debit cards, wallet payment etc.
What are advantages of e-commerce?
Advantages of ecommerce to Organizations
Using E-Commerce, organisation can expand their market to national and international markets with minimum capital investment. An organisation can easily locate more customers, best suppliers and suitable business partners across the globe.
E-Commerce helps organization to reduce the cost to create process, distribute, retrieve and manage the paper based information by digitizing the information.
E-commerce improves the brand image of the company.
E-commerce helps organization to provide better customer services.
E-Commerce helps to simplify the business processes and make them faster and efficient.
E-Commerce reduces paper work a lot.
E-Commerce increases the productivity of the organization.
Advantages of Ecommerce to Customers
24×7 supports. Customer can do transactions for the product or enquiry about any product/services provided by a company anytime, anywhere from any location. Here 24×7 refers to 24 hours of each seven days of a week.
E-Commerce application provides user more options and quicker delivery of products.
E-Commerce application provides user more options to compare and select the cheaper and better option.
A customer can put review comments about a product and can see what others are buying or see the review comments of other customers before making a final buy.
Readily available information. A customer can see the relevant detailed information within seconds rather than waiting for days or weeks.
E-Commerce increases competition among the organizations and as result organizations provides substantial discounts to customers.
Advantages of Ecommerce to Society
Customers need not to travel to shop a product thus less traffic on road and low air pollution.
E-Commerce helps reducing cost of products so less affluent people can also afford the products.
E-Commerce has enabled access to services and products to rural areas as well which are otherwise not available to them.
E-Commerce helps government to deliver public services like health care, education, social services at reduced cost and in improved way.
Here are latest stats on ecommerce penetration in your country; and you could the immense potential to grow and start today
What all you need to start eCommerce?
So, if you planning to start your own ecommerce business, you need
Research the ecommerce space and find your niche.
Select your business name and form a legal entity.
Get CIN (Company Information Number) and Taxation Number.
Get business permits and licenses.
Choose your ecommerce platform and create your website/ App/ Social Pages.
Source or develop your products.
Payment Gateway to receive payment
Delivery partner( if physical product)
Packaging ( If physical Product)
Market your Ecommerce Website/ app/ social pages
What are Different Types of Ecommerce Business Models
B2C – Business to consumer– B2C businesses sell to their end customers. The B2C model is the most common business model
B2B – Business to business.- In a B2B business model, a business sells its product or service to another business. Sometimes the buyer is the end user, but often the buyer resells to the consumer. Example walmart, Amazon Seller Central
C2B – Consumer to business. – C2B businesses allow individuals to sell goods and services to companies. Example Upworks, truelancer
C2C – Consumer to consumer. A C2C business – also called an online marketplace — connects consumers to exchange goods and services and typically make their money by charging transaction or listing fees. Like Ebay
Most Popular Delivery methods in Ecommerce Business
D2C – Direct to consumer. By cutting out the middleman the product directly reaches to the consumer. Example Online retailers like Warby Parker and Casper
White label and private label. “white label” is all about applying your name and brand to a generic product purchased from a distributor. AND In “private labelling“, a retailer hires a manufacturer to create a unique product for them to sell exclusively.
Wholesaling. In this approach a retailer offers its product in bulk at a discount. Wholesaling is traditionally a B2B practice.
Dropshipping. One of the fastest growing methods of eCommerce is drop shipping. Typically, drop shippers market and sell items fulfilled by a third party supplier, like Aliexpress or Printful. Dropshippers act as a middle man by connecting buyers to manufacturers.
Subscription service. All the OTT platform could be the good example of subscription based ecommerce business. Today, virtually every industry has seen the arrival of subscription services to bring convenience and savings to customers.
Top 5 Best e-commerce platform and why
Shopify : This is quite easy as it doesn’t need any technical knowhow in setting up the store; but it might appear a bit costly due to monthly fee and using plugins and add-ons to have more functionality to your website
Magento Commerce: This is one of the best Open source platforms; it doesn’t need any recurring monthly fees, but needs some technical understanding of working with websites and servers. From SEO point of View the best platform
WooCommerce – most popular platform for website built on WordPress, absolutely free to use and one of the easiest to configure and run.
Prestashop: This is also an open source platform, more simpler than magneto, easy to install and run the ecommerce store
Wix: This is a paid platform to run ecommerce website and might incur recurring fee to run your ecommerce store
Best e-commerce payment methods
Paypal
Features:
PCI compliance
Inventory tracking
Shopping cart
Virtual terminal
Credit card reader
Express checkout
Mobile card reader
Barcode scanning
Online invoicing
Bill me later
Amazon pay
Features
Automatic payments
Merchant website integration
Inline checkout
Customer identity
Fraud protection
Skrill
Features
Email transactions
Quick access
One place data
Free account
Supports 30 currencies
Credit card transactions
Stripe
Features:
Mobile customer interface
Multi-currency payouts
Clean canvas
Collaboration notes
Payment options
Embeddable checkout
Authorization
Custom UI toolkit
Dispute handling
Open-source plugin
Consolidated reports
Accounting integrations
Unified payout
Financial reporting
Roles and permissions
2Checkout
Features
Level 1 PCI data security standard
Multiple payment options
Recurring billing
Customized checkout options
Integration with 100+ online carts and systems
Create customized subscription plans
Support – 87 currencies
Support – 15 languages
Account updater
Authorize.net
Features:
E-check processing
Retail payment
Virtual terminal and batch upload
Mail/phone payment
Recurring billing
Customer information manager
Sync for quickbooks
Advanced fraud detection Suite
Braintree ( A paypal Company)
Features:
Drop-in UI
Supports 130 currencies
24*7 support
Customised checkout workflow
2-day payout
Dynamic control panel
Braintree value
Easy data migration
Guaranteed uptime
Advanced fraud protection
Easy repeat billing
Encryption
Follow this guide and you could easily setup your profitable e-commerce business.
Can I do it on my own? Yes… You can run your own ecommerce single handed on your own.
If you have knowledge of making a website, doing SEO, making social media pages and running e-commerce sales ads, then it’s going to be cakewalk for you and within months you website will start earning for you.
If you do not have knowledge about website and don’t know online marketing and advertising, do not worry!
We developed a full course consisting of more than 50 hours of online course, which will enable you to learn;
Website making in wordpress
Search Engine Optimization
Social Media Marketing & advertising
Dropshipping
How to choose right product and build store.
offer
Click here to enrol to the basic E-commerce Marketing Course and for Full Course on E-commerce Marketing Specialist enrol here at Just $50.
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Archive course Assignment
Assignment 1 Case Study
Alexa Batrynchuk
LIBRRM103
CITY OF RIVERVIEW
ARCHIVES POLICY
Establishing an Archival Program
To set up a proper archive, separate from the current records management, first needs to be established why the archive is needed. An archive continuously gathers the materials all under one roof for easier access and storage, instead of keeping them in separate institutes. While each institute may have had control of their records since their establishment, the purpose of an archive is to keep the records that are not easily available from various sources for public consumption. Having an established archive system combines these documents, and preserves them for future use.
The materials the archive will acquire
An archive continuously gathers the materials that have been asked to acquire, all under one roof for easier access and storage, instead of keeping them in separate institutes. While each institute may have had control of their records since their establishment, the records are not easily available for public consumption, and have people lost on who to go to for which specific document. Having an established archive system combines these documents, and preserves them for future use. The materials being asked to acquire for the archive are:
-The local library housed newspapers on microfilm
- Physical copies of Riverview newspapers from the newspaper
- Map and photographs are with the local historical society, as well as various public records ready for donation
- Various other public records, such as books, reside with local clubs like Lions, Rotary, Kiwanis, and Women’s Institute Tweedsmuir
-Loans from other institutes
-Purchases from other institutes
Functions for the archive
-Acquisitions are the centre of all archives, and records are the keys to success to providing the public with knowledge
-Created for the public to house Riverview records to bring together the past and keep the public informed for the present
-Physical control is all about being able to locate that materials housed in the archive. This is generally obtained when acquiring the material from its original location, and will be refined as the material gets processed through the archiving system
-Intellectual control, from how the material is held, to where it originated from, and what is contained inside the material
Services provided by the archive for the public
-Procedures that are in place to improve control and retrieval of materials
-3-D print artifacts
-Reference services whether it is finding a text, making a photocopy
-Separate rooms for more fragile material that require a staff member’s assistance
-Brochures will be set up on the steps to donate
-Provide records management services
- Infrequent record storage to reduce storage while making sure records are available as long as necessary
-Photocopying, scanning etc. within the copyright law and the donator’s wishes
Services provided by the archive for loaners and donators are:
- At the discretion of the Riverview archive, original materials may subject to being loaned or returned to the original organisation or individual for periods at a time
-Respecting the donor privacy and their personal records as specified in the donation
-Loaner program
-Donation program
-Purchasing program
-Legal control must be clear. Ensuring the archive has the right to carry other functions with said materials.
The resources provided by the archive
-Funding from the city, or even the province, as well as the Riverview public
-Workshops for the public are research methods for genealogy
-Scavenger hunts
-Historical plays
-Sewing old clothes to be used in the plays
-Ghost walks
-City tours that highlight old key points from the history records the archives would house.
Running these classes would require the help of volunteers from the community, and implementing interns from surrounding schools. With the right advertisements and social media reach, the archives will flourish.
Advisory Board
Outlining the Advisory Board, who are going to be on it, and how they’d operate in an archival situation. As the name suggests, the board operates to provide advice and assistance. It does not exist in the same bubble as the archive sponsor.
-The board advises the Chief Executer and Keeper on plans and strategies and their risks of keeping the archive running
-Various advisor groups exist on the board, such as records decision, cataloging, public access, and stakeholders. The role the Board would play would be to link the archives with its patrons, as well as assist in external fund-raising, and to side with the archives or its issues internally and externally
-Stakeholders would consist of individuals from the Riverview council, Archives of Ontario, Ontario historic Society, members from the various clubs of which the materials were obtained, and members of the public, in a rotation system
Each party would provide a unique role, such as an individual from the council would inform on the city’s behalf, as well as budgets for the new year. Archive of Ontario would provide a provincial look, if Ontario archive systems shift, or change in any way, to better serve the public. Ontario Historic Society would help sponsor projects and programs, as well as acting as a professional network. The clubs such as Lions, Kiwanis, Rotary, and Women’s Institute Tweedsmuir, would help organise the records provided by their institutes. Members of the public are also welcomed to sit in on any meetings held, to voice opinions and concerns, to give the everyday patron who uses the archives a voice.
Pros to an Advisory Board
As an Advisory Board is a different extension of the archives than a sponsor to the archives, there are pros and cons to having one to begin with. Pros to a Board are:
- They are people gathered to help you grow, and flourish
-Diverse opinions and backgrounds
-They are also a network of knowledge, connecting you to people far outside your original range. With having people of influence on the Board, or having people who know people, this could attract investors to the archive
Cons to an Advisory Board
-Cons to an Advisory Board are start up, boards are hard to start and maintain, with the focus usually highlighted elsewhere on the project
-Usually those who sit in on the Board are paid, unless they themselves are invested enough in the project not to mind volunteering their services
-They as a group, if voting is involved, could halt anything from being done in a timely manner, and require more meetings than originally planned
-As well as the growth is not instantaneous, and takes time and effort to get people on board and invested in the project. The records are coming from every source on the Board, and their opinions matter and deserve to be heard
Archive operational issues
Setting up an archive is no small task, and the work does not stop once the initial materials are acquired, but it will provide the public with easier access to records and materials that will help strengthen our community. Accessing restrictions, copyright, loans etc. will be dealt by:
-Materials do not leave the archive, and may be subject to a zero-handling policy
-Scanning, photocopying etc. may be subject to policies of the loaner or copyright under the Canadian law
-Circulating materials with other archives may be restricted by the loaner
-Fees may be applicable on occasion for research services provided by staff
-Engaging in the community by promoting city tourism and the development of Riverview
With the help of the community, the clubs, and the council, the archive will be a pleasant experience for everyone to enjoy.
Works Cited
“Boards and Advisory Groups.” The National Archives,
nationalarchives.gov.uk/about/our-role/boards-and-advisory-groups/.
Boitnott, John. “Pros & Cons Of A Startup Advisory Board.” intuit quickbooks,
quickbooks.intuit.com/r/advisors-and-board/pros-cons-of-a-startup-advisory-board
BEING A BY-LAW TO ESTABLISH THE MANDATE AND ACTIVITIES OF THE
ELGIN COUNTY ARCHIVES. Lecture 2 Operations and Functions of
Modern Archives.
elgin.ca/ElginCounty/CulturalServices/Archives/documents/bylaw.pdf
Morris, Rhett. “Mentors Are The Secret Weapons Of Successful Startups.” Tech Crunch, 22 Mar
2015, techcrunch.com/2015/03/22/mentors-are-the-secret-weapons-of-
successful-startups/.
POLICY 1.30 – University Records and Archives. Lecture 2 Operations and Functions of
Modern Archives. 22 Nov 2001,
uwo.ca/univsec/pdf/policies_procedures/section1/mapp130.pdf.
“What We Do.” The Ontario Historical Society, ontariohistoricalsociety.ca/index.php/whatwedo.
“About the Archives of Ontario.” Archives of Ontario,
archives.gov.on.ca/en/about/index.aspx.
“Workshops and Events.” Archives Association of Ontario, aao-archivists.ca/Workshops.
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How to fix QuickBooks Error 6000,-83 without needing help from QuickBooks Support?
Ever faced QuickBooks Error 6000,-83 when you tried to open, create a backup, or restore your company files on your QuickBooks desktop? You are likely to be doing one of the following things when you faced the error -6000,-83:
You were creating a backup of your company files
You were trying to restore a company file
Or you keep your data here:
You keep your company data or files on a Windows server
You keep your company files on a Linux server
The steps you need to follow to fix the errors will differ in the two cases. Read on to learn how to fix your 6000,-83 error in each of the cases mentioned above:
I. You were creating a backup of your company file
If you were creating a backup of your company file and see Error -6000,-83, you can follow these steps:
NOTE: Before you follow the steps, ensure that your company file is stored on your local hard drive and not on a server. If you want, you can move your company file back to the server once the error is fixed.
To start with the troubleshooting, you will first have to close your QuickBooks Desktop on your server that hosts your company file. To do that, simply go to the File menu and click on Quit QuickBooks Desktop. Now,
Go to the Windows Start menu.
In the search menu, type ‘File Explorer’ and open it.
Go to ‘My Computer’ or ‘This PC’
Then open your C: drive
In the C: drive, create a new folder with an easy name (for eg- QB Test Folder)
Create a backup of your company file and save it in the folder you created in your C: drive
Now, you can use the newly created backup to restore your company file.
If you do not see the Error -6000,-83 now, you can start using your backup file as the main company file. In case you still see the Error -6000,-83, you need to move to the section for your Windows/Linux server set up below.
In case your company file is not on the server and you still see the error, you can call our QuickBooks support phone number so we can help troubleshoot.
II. You were restoring the company file
If you encounter the Error -6000,-83 while restoring your company file, follow the steps mentioned below:
1. Recheck the name of your backup file
If the name of your backup company file or the folder containing it includes any special characters, symbols, or spaces, you may see the error -6000,-83. To edit the file name, follow these steps:
Go to the Start Menu
Type and search ‘File Explorer’ and then open it
Search for the folder with your backup company file and open it
Find the file with .qbb at the end. This is the QBB file or the backup company file. Right-click on this file and go to Rename.
If you find any special characters or spaces in the filename, remove them.
The folder containing the QBB file should also not have any spaces, special characters, and symbols in the name. If any, you will need to remove them by right-clicking on the folder.
Now, you can simply restore your company file.
Still, seeing Error 6000,-83? Let’s jump to the next solution:
2. Create a portable company file
Follow these steps to create a portable company file:
Open QuickBooks and login
Click on the File menu and then go to Create Copy
Click on Portable File and then click on Next
Save the portable company file in an easy-to-find location and name it so as to differentiate it easily from the original file.
When done, select Save and then OK.
This file will have .qbm as the extension
Now, you can use this file to restore your company file.
If you are still facing Error 6000, -83, move to the next solution.
3. If you have a backup stored on your local hard drive, restore it from there
You may have stored your backup file either on a local hard drive or on a server. If the file is on the server, you must migrate it to your local hard drive or C: drive. You can follow the steps given above to restore your company file. Once it’s done, you can fix the errors and then move the file back to the server or local drive where you saved it earlier.
If you still see the Error -6000,-83, you can move to the section for your Windows/Linux server set up below. If you still see Error 6000,-83, call us on our 24*7 toll-free QuickBooks support number +1-801-610-6141.
III. You keep your company file on a Window Server
Follow the steps given below if your company file is stored on a server:
1. Turn off hosting on the workstations
If your company files are hosted over a network, then switch off the Host Multi-User Access option on your workstations. Your files should only be hosted on your server computer. Here’s how you can do it:
Open QuickBooks on any one of your workstations
Go to the File menu and then go to Utilities
If you see ‘Host Multi-User Access’, move to the next workstation. This means that the workstation you are on is not creating the issue.
If you see ‘Stop Hosting Multi-User Access’, select it.
5. You must repeat the steps on every workstation to make sure the issue is resolved completely.
Issue still not resolved? Let’s try the second solution.
2. Try Using QuickBooks Files Doctor
Allow your QuickBooks Files Doctor to scan your company file, identify the issues, and fix them. If you still see the Error 6000, -83, you can go to the next solution. If you do not have it, you can download QuickBooks FIles Doctor.
3. Try Restoring Files from a Backup
If you have a backup of your company file, try restoring your files from there. If not, go to the next solution.
4. Editing your Windows Host File can help
If none of the solutions given above is working, your network settings may need to be checked. You can use any of your workstations to edit your Windows hosts file.
IV. You Keep Your Company File on a Linux Server
These steps are only helpful if you are familiar with Linux networks. If not, seeking help from an IT professional is recommended. If you are planning to DIY, follow these steps:
1. Configure Your Linux Server first
To configure your Linux server, follow the steps:
Go to Linux Database Server Manager on your server
Now, configure your Database Server Manager and directory in the Initord.conf file
Then restart your QuickBooks on your host computer
Once done, try to open your company file. If it opens, the error is fixed. If not, you will need to follow the next step.
2. Configure Your Host File
You will require your server name and IP address to configure your host file. Follow these steps to get the required server name and IP address:
Go to any of your workstation that is connected to the network and open the Start menu
In the search box type ‘CMD’ and hence open Command
Now, type ‘Ping[Name of your Linux server] and press the Enter key
Jot down the server name and IP address
Now, ensure that the IP address and the Linux server name on all of your workstations are correct. You can start with the computer showing the Error 6000,-83.
Go to File and select Quit QuickBooks Desktop and close QuickBooks on all of the computers connected to your network.
Go to the Windows Start menu.
In the search box, type ‘File Explorer’ and press enter. Open File Explorer
Now, go to My Computer/This PC and open the C: drive. In this drive, go to the Windows folder.
In the Windows folder, go to the System32 folder. In this folder, find the Drivers folder and then go to the ETC folder.
Find the file C:\Windows\System32\drivers\etc\hosts and right-click on it. Click on Open with and then select Notepad.
Once it opens, go to the end of the file and add the Linux server IP address there. Now press the Tab key and add the Linux server name. (The files are case sensitive so make sure you type the name correctly).
Go to File and select Save. Close Notepad.
Now, open QuickBooks desktop and go to your company file.
If you were able to open it, the error has been fixed. If not, you can contact us directly on our toll-free number +1-801-610-6141. We are available 24*7 to help you with your QuickBooks errors and issues.
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QuickBooks Error 6000 83 and Ways to Rectify it
QuickBooks is an accounting software developed by Intuit to help the users manage expenses, create invoices, view profit and loss but when users try to access the company file the users might get the QuickBooks Error 6000 83. This error is a common one and due to this error the users cannot track the financial and accounting data file and resulting in whole work process on the application to come to a halt. In this blog we cover the reasons causing QuickBooks Error 6000 and possible ways to rectify it.
What is QuickBooks Error 6000 83?
When this error occurs the screen displays the message “An error occurred when QuickBooks tried to access the company file. Please try again. If the problem persists, contact Intuit Technical Support and provide them with the following error codes: (-6000, -83).” The error results in crashes and frequent application failure.
Causes of QuickBooks Error 6000 83
Poor approval for the network server and the client’s workstation is unable to connect due to it.
Firewall in your system restricts connection with the company file.
The company file has been updated to a later version stored on the server.
The QB software installation is incomplete while some crucial files are missing from QB installation directory.
Corrupt company files or shared folder storing it is damaged.
The company file is being hosting by multiple computers in the network
The QuickBooks desktop version used by you is incompatible for example the non US or non Canadian version.
Steps to solve QuickBooks Company File Error 6000 83
Solution 1: Recreate damaged folder
In the C:\ drive create a new folder
Open the folder which has the company file
Locate the .qbw file.
Copy this file in the new folder that was created in the C:\ drive
Give access to share company files
Open QuickBooks Desktop and open the company file from the new location.
Solution 2: Run QB database manager
From the windows start button search for the QuickBooks Database Server Manager and open it.
Click on Add Folder and locate the QuickBooks installation folder usually present at:
C:\Users\Public\Documents\Intuit\QuickBooks.
After selecting the folder scan it.
Once the scan is done, QuickBooks Database Server Manager display the data files related to the company files located in that folder.
Click on close and verify that .nd file is created for each company file.
Solution 3: End the hosting multiuser access on every workstation in the Network
If the QuickBooks company file is located on the server in a network, it is important to check that the connected computers are not set to host the company file.
Open the QuickBooks on every computer connected in the network.
Click on the file tab.
Ensure that the QuickBooks shows Host multiuser access option under the utilities section.
If there is option of Stop hosting multiuser access option under the utilities section, select it and hit yes to confirm
If the screen shows the pop up of Company File must be closed, click on Yes and follow the same step on other workstations.
Try to access the company file after these steps.
In case the given troubleshooting steps in this blog do not help you to resolve QuickBooks Error 6000, contact the Intuit authorized QuickBooks support team at (844)-888-4666 and talk to the technical support team to get the issue resolved.
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These 13 Apps Will Help Side Hustlers Stay on Task and Be Productive
Jimmy Chan prefers to go mobile when running his side business.
On weekends, the 36-year-old computer engineer from Montreal runs a wedding photography business called Pixelicious. As a wedding photographer, he has to bring a lot of gear with him to the assignment, usually three cameras, three flashes, more than four lenses and enough memory cards and batteries to get him through the day.
The last thing he needs to lug around is a laptop. That’s why he tries to do as much as he can using his smartphone.
With his Android, he sends contracts for clients to sign, keeps track of his expenses and responds to calls and messages as clients expect things to be done as quickly as possible.
“You gotta be quick,” he says. “You’ve got to deliver that level of customer service, that responsiveness, as quickly as possible. That’s what clients demand nowadays, so it’s really by necessity that it has to be through the smartphone.”
As many gig economy jobs include some form of driving or remote work, having a smartphone that can do everything is a great way to operate more efficiently. Several smartphone apps can help a side hustler run their business using programs such as mileage tracker, document scanners and productivity tools. With that in mind, here are 13 apps to consider to make life easier.
13 Side Hustle Apps to Make Life Easier
Below is a list of smartphone apps that can help make life in the gig economy easier. These apps are broken down into categories to aid in time management, organization and record keeping, taxes, mileage reimbursement and gas savings programs.
Time Management Apps
Time is in short supply when juggling a side hustle with a full-time job. So figure out a time management strategy to get the most out of your free time. These apps will help keep you on task and minimize distractions.
1. Focus Keeper
Focus Keeper is a time management app that follows the Pomodoro technique, a method that involves working for 25 minutes before taking a short break. After completing four work cycles, you take a longer break.
The app has a clean, simple layout with customization options to change the length of the work cycles and break periods. An optional pro version offers more customization features for $1.99.
Purpose: Stay focused when working on your side hustle
Platform: Apple
Price: Free, $1.99 (Pro Version)
2. Forest: Stay Focused
Do you easily get distracted by your phone while working on your side hustle? This app might help.
Forest: Stay Focused turns staying off your phone into a game. You set a timer for how long you want to work without distraction. Once you hit start, leave the app open and watch a digital tree grow.
Whenever you exit the app to check your text messages, social media updates or whatever, the tree will wither. Over time, your digital forest will reflect the hard work you’ve put into working on your gig.
Purpose: Become more productive by staying off your phone
Platforms: Apple and Android
Price: $1.99
3. ATracker
How much time do you spend watching TV in a given week instead of working on your side hustle? You can find out with the ATracker time management app.
This app allows you to quickly toggle between different customizable activities, such as watching TV, housework, driving and more. You can see in pie-graph form a breakdown of how you spend your time outside your day job.
Purpose: Track how much time you’re spending on each task Platforms: Apple and Android Price: Free for the basic version, $4.99 for Apple Pro version and $2.99 for Android IAP Upgrade
Organization and Record-Keeping Apps
One of the most significant benefits of going digital is that you can stay organized on the go. With cloud-based to-do lists, camera scanners and plug-in document signers, you can quickly respond to customers remotely while creating digital backups.
4. Scannable
There’s no need for the large office scanner thanks to this app from Evernote. Scannable is a mobile image scanner that uses your iPhone camera to capture documents, receipts and business cards and saves them as camera roll images or PDFs. Another feature automatically saves business card information as a LinkedIn contact.
Purpose: Scan papers, receipts, documents, business cards into instant PDF images Platform: Apple
Price: Free
5. Adobe Fill & Sign
With Adobe Fill & Sign, there is no need to print out documents to sign them — it can all be done through your phone. The app allows you to fill in the proper information on forms, such as your name and contact information and use your finger or stylus to create a signature.
Purpose: Autofill documents and copy/paste or sign your signature with your finger
Platform: Apple and Android Price: Free
6. Google Apps
You don’t have to have a Pixel phone to have access to your Google accounts. The Google Apps — Drive, Docs, Sheets, Slides and Gmail — are available on Apple and Android for free. These apps will allow you to create, edit and share files on the go.
Purpose: Have access to your Drive, Docs, Sheets and other Google apps on your phone
Platforms: Apple and Android (you can find the full list of links to download here)
Price: Free
7. Wunderlist
While most smartphones have to-do lists built in, they might not be so intuitive in their design. Wunderlist gives you the ability to fully customize your lists with due dates, notes, reminder notifications and share them with whoever you want.
Each version of Wunderlist is explicitly built for the device, iPhone, iPad, Desktop, Android, etc. For example, the iPhone version includes a swipe down feature to quickly access your to-do list and the Android version includes a quick Add Widget feature.
Purpose: A digital to-do list for your phone
Platforms: Apple and Android
Price: Free
Apps for Taxes
Thinking about taxes can cause dread for side hustlers. The thought of not knowing how much money to set aside or which expenses are deductible can make people’s heads spin. Luckily, there are apps for that.
8. IRS2Go
IRS2G is the official mobile app of the Internal Revenue Service. The app features include a ways to check the status of your refund, make a mobile-friendly payment to IRS Direct Pay or get free tax help.
If your taxes are going to be more complicated than expected, you can also access free tax software or information on how to get help in-person.
Purpose: Make payments to the IRS and get tax help from your phone Platforms: Apple and Android Price: Free
9. QuickBooks Self-Employed
QuickBooks Self-Employed is built for freelancers, independent contractors and sole proprietors in mind. The app has a built-in scanner to keep track of receipts on the go, as well as a mileage tracker, expense tracker and invoice generator. That way you’re prepared come April 15.
Purpose: Keep track of your expenses and taxes on the go.
Platforms: Apple and Android.
Price: Free to download, $5 per month for the first six months, then $10 per month after.
Gas Apps
Everyone loves saving money at the pump. If your side hustle requires making frequent stops at a gas station, then every little bit helps. Also, don’t forget to see if your local gas station has a rewards program.
10. GetUpside
GetUpside is a gas rebate app that lets you save money on every gallon of gas you pump.. Once you select a nearby gas station, you’ll have four hours to pump your gas and upload a photo of your receipt. Savings can range from a couple of cents to a quarter per gallon.
GetUpside is available at select locations in 25 states and the District of Columbia.
Purpose: Get money back when purchasing gas
Platforms: Apple and Android Price: Free
11. GasBuddy
If you’re not interested in going the rebate route to find cheap gas, then check out GasBuddy. This app aggregates the gas prices of stations in your area so you can see the least expensive fuel available. Plus, get a discount card from GasBuddy to automatically save 10 cents per gallon on your first purchase (and 5 cents per gallon after that).
Purpose: Find the cheapest gas in your area.
Platforms: Apple and Android.
Price: Free.
Mileage Tracker Apps
If you’re a rideshare driver, delivery driver, or use your vehicle to do your side hustle, mileage tracking is one of the most critical deductions to record for your taxes. Some people opt to keep a log of their miles traveled for work using the classic pen and paper method. But there are digital options available, too. If these don’t interest you, we’ve got more mileage tracker apps to choose from.
12. MileIQ
For rideshare or delivery drivers who might be forgetful when logging mileage by hand, it might be worth giving MileIQ a shot. This app, included with Microsoft Office 365 Business Premium Subscriptions, automatically tracks your trips while running in the background. Users can swipe the trip left or right to classify each drive as a business trip or a personal trip.
The basic version of MileIQ is free to download which tracks up to 40 drives per month. The unlimited version costs $5.99 per month or $59.99 annually.
Purpose: Mileage tracking
Platforms: Apple and Android
Price: Free for the Basic version, $5.99 monthly or $59.99 annually for the Unlimited version
13. Hurdlr
With income, expenses, mileage and those quarterly estimated taxes, a spreadsheet doesn’t always cut it. Instead, use Hurdlr, a free app dedicated to helping self-employed entrepreneurs track and streamline their money — and taxes.
You can file your taxes through the app or send your reports directly to your CPA. It’ll also help you maximize your income by identifying all available deductions.
Purpose: Mileage tracking
Platforms: Apple and Android Price: Free
Matt Reinstetle is a former staff writer at The Penny Hoarder.
This was originally published on The Penny Hoarder, which helps millions of readers worldwide earn and save money by sharing unique job opportunities, personal stories, freebies and more. The Inc. 5000 ranked The Penny Hoarder as the fastest-growing private media company in the U.S. in 2017.
These 13 Apps Will Help Side Hustlers Stay on Task and Be Productive published first on https://justinbetreviews.tumblr.com/
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Practice Management Systems Roundtable
The monthly LTRC roundtable discussions are back! This month, we asked our panelists about their preferences when it comes to practice management systems and other important best practices.
Our Panelists
Alexander Paykin (AP), Dave Christensen (DC), William Goren (WG), Gyi Tsakalakis (GT), and Greg Siskind (GS).
Do you use a practice management system? If yes, which one? If no, how do you manage your case files?
AP: I use Clio.
DC: Inprotech (CPA Global) for docketing.
WG: I use the original version of Clio.
GT: At our business, we use Teamwork Projects for project management. I have heard of lawyers also using this tool for project management. One alternative that some of our clients are using, and that I have recently been impressed with, is Filevine.
We manage clients by individual project in Teamwork. Some key features that are essential to us include:
Google Suite Integration (email, calendar, drive, etc.)
Native Time Tracking (with Harvest integration)
Milestones
Task lists and tasks
GS: Case management software is critical for immigration lawyers and we use it. We’re using software called BlueDot that’s designed for immigration lawyers and includes the ability to populate the many government forms applicable to our matters, the ability to track deadlines in our cases, process steps, and reports customized for immigration, etc. With that said, we use other software products that broader-market case management products sometimes include, such as software for document and email management as well as time and billing. We are currently considering a general product (like Clio or Practice Panther) that can integrate with our immigration product.
How did you come to use the system or process identified above?
AP: When I first worked as an associate after graduating law school, I was forced to work in an environment which relied on paper files (and lots of filing cabinets) and a spreadsheet with too many columns on it that had a single line entry for each matter. It was a mess. So when I opened my own practice, I tried out multiple practice management systems to find one that integrated as much into itself as possible, so as to have everything centralized and digitized, with as many functions as possible built right in.
DC: RFP process (>5 years ago) with a cross-functional team (though mostly staff) that evaluated and selected the system.
WG: The original version of Clio was the only one that was accessible to voice dictation technology. Unfortunately, the new version is not. However, they are letting me use the old version until when—if ever—the new version becomes accessible to voice dictation technology.
GT: We’ve tried most of the major CRM and project management tools. We stopped at Teamwork because it has most of the essential features that we need. With respect to Filevine, one of their competitive advantages seems to be their reporting.
GS: As is often the case for boutique specialized practices, it’s a relatively small world and there are a limited number of software products available. The half dozen or so major immigration case management vendors always exhibit at our bar’s major annual conference and it is not hard to get the opinions of colleagues using each of the products. I also conducted a survey last spring of about 200 firms and wrote an article about this geared toward the immigration bar, so now I know a lot more about this space.
How do you track your hours and what do you use to issue bills? Are your invoices shared with your clients electronically and can your clients pay their bills through a link and a web portal? If they can, how do you then maintain records of invoices and payments?
AP: Nowadays, all of it is integrated into Clio for me, so I can put my hours (and expenses) into the matter in Clio. I then generate bills from Clio at the end of each month and electronically share them with my clients. The invoice emails have links for my clients to pay via credit/debit card, on my custom-branded LawPay portal. LawPay integrates right into Clio, so once a payment is made, the relevant record-keeping is automatically done into Clio. Before I had full practice management integration, my hours would be entered into QuickBooks, where an invoice would be generated. The PDF of the invoice would be emailed to the client, with a link to our Square portal. The client could make a payment with their credit/debit card in Square (though unlike today, they would have to manually populate multiple fields—such as invoice number and amount being paid). Once they made payment through Square, I received an email as to the payment having been made and then had to manually update QuickBooks to reflect the paid invoice…
DC:
Hours are tracked individually by attorney using a variety of methods, either paper (Daytimer) or electronic (Excel Spreadsheet) that are then entered into the practice management software daily.
We use the invoicing application that is integrated with Inprotech.
Some invoices are transmitted to clients electronically (they all use a variety of systems).
Clients cannot pay via a link and web portal.
WG: Clio does this and, yes, invoices are shared with my clients electronically and they can pay their bills through a link and a web portal. If they pay through Clio, then Clio takes care of it automatically. If they pay by check, then you have to manually do it yourself within Clio.
GT: Most of our clients are not billed hourly. However, we use Teamwork and Harvest to track time for resource allocation internally. We use Freshbooks to invoice clients electronically and most clients pay their bills online. Freshbooks handles records.
GS: We’re currently using Clockify and Quickbooks. Our firm is 25 years old and has billed on a flat fee basis for that entire time. We actually didn’t do timesheets for most of those years except in very unusual circumstances. We are now tracking time mainly to measure our costs and not for billing. We do send our clients our invoices electronically and a high percent pay us online via a web portal.
How do you maintain your documents? Do you use paper files?
AP: I have avoided using paper files for the last seven years in practice. As soon as any paper document comes into my office, it gets instantly digitized and dropped into Google Drive (which synchronizes with Clio and makes the document accessible from within the matter screens). The actual paper gets returned to the client, third party or whoever, or destroyed. My entire firm has less than 3 cubic feet (one filing cabinet drawer) of paper files, which consists solely of inked originals that I am required to maintain for one reason or another. All other paper in my office is for production, service and filing purposes only…
DC:
We have gradually shifted to electronic files only. However, this can vary by practice group and attorney. Some attorneys refuse to give up their paper files.
Document management system for electronic files is Perfect Law.
WG: As a solo, I used ShareFile. Now that I am with Kitchens New Cleghorn, I am using OneDrive. The firm uses NetDocuments. I keep paper files to a bare minimum.
GT: Teamwork has document handling capabilities. We avoid paper at all costs. Most major project management, case management, and CRM tools have some features that assist with document handling in differing degrees.
GS: We use Worldox and Symphony and are in the process of moving to a paperless system (as much as possible). We’re in the middle of a multi-year project to scan all of our files from the last 25 years. We’re about 18 months away from completion and will save a lot of money not having to utilize offsite storage and also will have the benefit of attorneys having instant access to the contents of all of our files—new and old. Also, by using Symphony, all of these files are being “OCR’d” and will be searchable.
How do you calendar appointments and log incoming communications?
AP: My incoming calls are handled by Ruby Receptionists, an outside receptionist service. My client scheduling is handled through Calendly, which allows the Ruby staff to see my available client scheduling opportunities and schedule clients when they call in. Clients can also use the link on my website to schedule themselves for an appointment with me. Calendly integrates with Google Calendar, which integrates with Clio, so all of the scheduled meetings appear in my system and on my smartphone instantly. Ruby also integrates with Clio, allowing me to always have a log of all incoming calls right on my practice management home screen.
DC:
Appointments calendared via Outlook.
Incoming communications are logged via an email that is profiled into the DMS.
WG: Mobile phone for calendar appointments. I don’t log incoming communications, especially now that I am with a firm.
GT: We use Helpscout for incoming communications. We use calendar invites and some of the team members use Calendly for calendar appointments.
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How to Start an E-commerce Business that Can Increase Your Profit!
New Post has been published on https://martechguide.com/how-to-start-an-e-commerce-business-that-can-increase-your-profit/
How to Start an E-commerce Business that Can Increase Your Profit!
First Thing, we try to learn What is E-commerce?
What are advantages of e-commerce?
Advantages of ecommerce to Organizations
Advantages of Ecommerce to Customers
Advantages of Ecommerce to Society
What all you need to start eCommerce?
What are Different Types of Ecommerce Business Models
Most Popular Delivery methods in Ecommerce Business
Top 5 Best e-commerce platform and why
Can I do it on my own? Yes… You can run your own ecommerce single handed on your own.
offer
Let’s look at this graph below. This graph is a clear indication about the surge in eCommerce globally.
After the Declaration of global pandemic in week 13 sales orders increased by 40% and by end of week 16 it increased by 64% for eCommerce business on their websites
The whole world has learnt it pretty well and has changed our lives and going digital became the new norm.
Still, if you are thinking to start your own ecommerce venture, this is the best time. What’s stopping you? I know you would be having many questions on your mind…Right!
Like…How do I start it?
How much to invest in starting this?
Let’s look at all these question sequently and I guarantee you, you will be able to start it as simple as 1-2-3
First Thing, we try to learn What is E-commerce?
It is commerce on Internet i.e. Transaction happening through internet medium. People buy the products and services through online platforms like (websites, apps, and Social Media pages) and make the payments online though online payment options like net banking, paying through credit / debit cards, wallet payment etc.
What are advantages of e-commerce?
Advantages of ecommerce to Organizations
Using E-Commerce, organisation can expand their market to national and international markets with minimum capital investment. An organisation can easily locate more customers, best suppliers and suitable business partners across the globe.
E-Commerce helps organization to reduce the cost to create process, distribute, retrieve and manage the paper based information by digitizing the information.
E-commerce improves the brand image of the company.
E-commerce helps organization to provide better customer services.
E-Commerce helps to simplify the business processes and make them faster and efficient.
E-Commerce reduces paper work a lot.
E-Commerce increases the productivity of the organization.
Advantages of Ecommerce to Customers
24×7 supports. Customer can do transactions for the product or enquiry about any product/services provided by a company anytime, anywhere from any location. Here 24×7 refers to 24 hours of each seven days of a week.
E-Commerce application provides user more options and quicker delivery of products.
E-Commerce application provides user more options to compare and select the cheaper and better option.
A customer can put review comments about a product and can see what others are buying or see the review comments of other customers before making a final buy.
Readily available information. A customer can see the relevant detailed information within seconds rather than waiting for days or weeks.
E-Commerce increases competition among the organizations and as result organizations provides substantial discounts to customers.
Advantages of Ecommerce to Society
Customers need not to travel to shop a product thus less traffic on road and low air pollution.
E-Commerce helps reducing cost of products so less affluent people can also afford the products.
E-Commerce has enabled access to services and products to rural areas as well which are otherwise not available to them.
E-Commerce helps government to deliver public services like health care, education, social services at reduced cost and in improved way.
Here are latest stats on ecommerce penetration in your country; and you could the immense potential to grow and start today
What all you need to start eCommerce?
So, if you planning to start your own ecommerce business, you need
Research the ecommerce space and find your niche.
Select your business name and form a legal entity.
Get CIN (Company Information Number) and Taxation Number.
Get business permits and licenses.
Choose your ecommerce platform and create your website/ App/ Social Pages.
Source or develop your products.
Payment Gateway to receive payment
Delivery partner( if physical product)
Packaging ( If physical Product)
Market your Ecommerce Website/ app/ social pages
What are Different Types of Ecommerce Business Models
B2C – Business to consumer– B2C businesses sell to their end customers. The B2C model is the most common business model
B2B – Business to business.- In a B2B business model, a business sells its product or service to another business. Sometimes the buyer is the end user, but often the buyer resells to the consumer. Example walmart, Amazon Seller Central
C2B – Consumer to business. – C2B businesses allow individuals to sell goods and services to companies. Example Upworks, truelancer
C2C – Consumer to consumer. A C2C business – also called an online marketplace — connects consumers to exchange goods and services and typically make their money by charging transaction or listing fees. Like Ebay
Most Popular Delivery methods in Ecommerce Business
D2C – Direct to consumer. By cutting out the middleman the product directly reaches to the consumer. Example Online retailers like Warby Parker and Casper
White label and private label. “white label” is all about applying your name and brand to a generic product purchased from a distributor. AND In “private labelling“, a retailer hires a manufacturer to create a unique product for them to sell exclusively.
Wholesaling. In this approach a retailer offers its product in bulk at a discount. Wholesaling is traditionally a B2B practice.
Dropshipping. One of the fastest growing methods of eCommerce is drop shipping. Typically, drop shippers market and sell items fulfilled by a third party supplier, like Aliexpress or Printful. Dropshippers act as a middle man by connecting buyers to manufacturers.
Subscription service. All the OTT platform could be the good example of subscription based ecommerce business. Today, virtually every industry has seen the arrival of subscription services to bring convenience and savings to customers.
Top 5 Best e-commerce platform and why
Shopify : This is quite easy as it doesn’t need any technical knowhow in setting up the store; but it might appear a bit costly due to monthly fee and using plugins and add-ons to have more functionality to your website
Magento Commerce: This is one of the best Open source platforms; it doesn’t need any recurring monthly fees, but needs some technical understanding of working with websites and servers. From SEO point of View the best platform
WooCommerce – most popular platform for website built on WordPress, absolutely free to use and one of the easiest to configure and run.
Prestashop: This is also an open source platform, more simpler than magneto, easy to install and run the ecommerce store
Wix: This is a paid platform to run ecommerce website and might incur recurring fee to run your ecommerce store
Best e-commerce payment methods
Paypal
Features:
PCI compliance
Inventory tracking
Shopping cart
Virtual terminal
Credit card reader
Express checkout
Mobile card reader
Barcode scanning
Online invoicing
Bill me later
Amazon pay
Features
Automatic payments
Merchant website integration
Inline checkout
Customer identity
Fraud protection
Skrill
Features
Email transactions
Quick access
One place data
Free account
Supports 30 currencies
Credit card transactions
Stripe
Features:
Mobile customer interface
Multi-currency payouts
Clean canvas
Collaboration notes
Payment options
Embeddable checkout
Authorization
Custom UI toolkit
Dispute handling
Open-source plugin
Consolidated reports
Accounting integrations
Unified payout
Financial reporting
Roles and permissions
2Checkout
Features
Level 1 PCI data security standard
Multiple payment options
Recurring billing
Customized checkout options
Integration with 100+ online carts and systems
Create customized subscription plans
Support – 87 currencies
Support – 15 languages
Account updater
Authorize.net
Features:
E-check processing
Retail payment
Virtual terminal and batch upload
Mail/phone payment
Recurring billing
Customer information manager
Sync for quickbooks
Advanced fraud detection Suite
Braintree ( A paypal Company)
Features:
Drop-in UI
Supports 130 currencies
24*7 support
Customised checkout workflow
2-day payout
Dynamic control panel
Braintree value
Easy data migration
Guaranteed uptime
Advanced fraud protection
Easy repeat billing
Encryption
Follow this guide and you could easily setup your profitable e-commerce business.
Can I do it on my own? Yes… You can run your own ecommerce single handed on your own.
If you have knowledge of making a website, doing SEO, making social media pages and running e-commerce sales ads, then it’s going to be cakewalk for you and within months you website will start earning for you.
If you do not have knowledge about website and don’t know online marketing and advertising, do not worry!
We developed a full course consisting of more than 50 hours of online course, which will enable you to learn;
Website making in wordpress
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Dropshipping
How to choose right product and build store.
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Practice Management Systems Roundtable
The monthly LTRC roundtable discussions are back! This month, we asked our panelists about their preferences when it comes to practice management systems and other important best practices.
Our Panelists
Alexander Paykin (AP), Dave Christensen (DC), William Goren (WG), Gyi Tsakalakis (GT), and Greg Siskind (GS).
Do you use a practice management system? If yes, which one? If no, how do you manage your case files?
AP: I use Clio.
DC: Inprotech (CPA Global) for docketing.
WG: I use the original version of Clio.
GT: At our business, we use Teamwork Projects for project management. I have heard of lawyers also using this tool for project management. One alternative that some of our clients are using, and that I have recently been impressed with, is Filevine.
We manage clients by individual project in Teamwork. Some key features that are essential to us include:
Google Suite Integration (email, calendar, drive, etc.)
Native Time Tracking (with Harvest integration)
Milestones
Task lists and tasks
GS: Case management software is critical for immigration lawyers and we use it. We’re using software called BlueDot that’s designed for immigration lawyers and includes the ability to populate the many government forms applicable to our matters, the ability to track deadlines in our cases, process steps, and reports customized for immigration, etc. With that said, we use other software products that broader-market case management products sometimes include, such as software for document and email management as well as time and billing. We are currently considering a general product (like Clio or Practice Panther) that can integrate with our immigration product.
How did you come to use the system or process identified above?
AP: When I first worked as an associate after graduating law school, I was forced to work in an environment which relied on paper files (and lots of filing cabinets) and a spreadsheet with too many columns on it that had a single line entry for each matter. It was a mess. So when I opened my own practice, I tried out multiple practice management systems to find one that integrated as much into itself as possible, so as to have everything centralized and digitized, with as many functions as possible built right in.
DC: RFP process (>5 years ago) with a cross-functional team (though mostly staff) that evaluated and selected the system.
WG: The original version of Clio was the only one that was accessible to voice dictation technology. Unfortunately, the new version is not. However, they are letting me use the old version until when—if ever—the new version becomes accessible to voice dictation technology.
GT: We’ve tried most of the major CRM and project management tools. We stopped at Teamwork because it has most of the essential features that we need. With respect to Filevine, one of their competitive advantages seems to be their reporting.
GS: As is often the case for boutique specialized practices, it’s a relatively small world and there are a limited number of software products available. The half dozen or so major immigration case management vendors always exhibit at our bar’s major annual conference and it is not hard to get the opinions of colleagues using each of the products. I also conducted a survey last spring of about 200 firms and wrote an article about this geared toward the immigration bar, so now I know a lot more about this space.
How do you track your hours and what do you use to issue bills? Are your invoices shared with your clients electronically and can your clients pay their bills through a link and a web portal? If they can, how do you then maintain records of invoices and payments?
AP: Nowadays, all of it is integrated into Clio for me, so I can put my hours (and expenses) into the matter in Clio. I then generate bills from Clio at the end of each month and electronically share them with my clients. The invoice emails have links for my clients to pay via credit/debit card, on my custom-branded LawPay portal. LawPay integrates right into Clio, so once a payment is made, the relevant record-keeping is automatically done into Clio. Before I had full practice management integration, my hours would be entered into QuickBooks, where an invoice would be generated. The PDF of the invoice would be emailed to the client, with a link to our Square portal. The client could make a payment with their credit/debit card in Square (though unlike today, they would have to manually populate multiple fields—such as invoice number and amount being paid). Once they made payment through Square, I received an email as to the payment having been made and then had to manually update QuickBooks to reflect the paid invoice…
DC:
Hours are tracked individually by attorney using a variety of methods, either paper (Daytimer) or electronic (Excel Spreadsheet) that are then entered into the practice management software daily.
We use the invoicing application that is integrated with Inprotech.
Some invoices are transmitted to clients electronically (they all use a variety of systems).
Clients cannot pay via a link and web portal.
WG: Clio does this and, yes, invoices are shared with my clients electronically and they can pay their bills through a link and a web portal. If they pay through Clio, then Clio takes care of it automatically. If they pay by check, then you have to manually do it yourself within Clio.
GT: Most of our clients are not billed hourly. However, we use Teamwork and Harvest to track time for resource allocation internally. We use Freshbooks to invoice clients electronically and most clients pay their bills online. Freshbooks handles records.
GS: We’re currently using Clockify and Quickbooks. Our firm is 25 years old and has billed on a flat fee basis for that entire time. We actually didn’t do timesheets for most of those years except in very unusual circumstances. We are now tracking time mainly to measure our costs and not for billing. We do send our clients our invoices electronically and a high percent pay us online via a web portal.
How do you maintain your documents? Do you use paper files?
AP: I have avoided using paper files for the last seven years in practice. As soon as any paper document comes into my office, it gets instantly digitized and dropped into Google Drive (which synchronizes with Clio and makes the document accessible from within the matter screens). The actual paper gets returned to the client, third party or whoever, or destroyed. My entire firm has less than 3 cubic feet (one filing cabinet drawer) of paper files, which consists solely of inked originals that I am required to maintain for one reason or another. All other paper in my office is for production, service and filing purposes only…
DC:
We have gradually shifted to electronic files only. However, this can vary by practice group and attorney. Some attorneys refuse to give up their paper files.
Document management system for electronic files is Perfect Law.
WG: As a solo, I used ShareFile. Now that I am with Kitchens New Cleghorn, I am using OneDrive. The firm uses NetDocuments. I keep paper files to a bare minimum.
GT: Teamwork has document handling capabilities. We avoid paper at all costs. Most major project management, case management, and CRM tools have some features that assist with document handling in differing degrees.
GS: We use Worldox and Symphony and are in the process of moving to a paperless system (as much as possible). We’re in the middle of a multi-year project to scan all of our files from the last 25 years. We’re about 18 months away from completion and will save a lot of money not having to utilize offsite storage and also will have the benefit of attorneys having instant access to the contents of all of our files—new and old. Also, by using Symphony, all of these files are being “OCR’d” and will be searchable.
How do you calendar appointments and log incoming communications?
AP: My incoming calls are handled by Ruby Receptionists, an outside receptionist service. My client scheduling is handled through Calendly, which allows the Ruby staff to see my available client scheduling opportunities and schedule clients when they call in. Clients can also use the link on my website to schedule themselves for an appointment with me. Calendly integrates with Google Calendar, which integrates with Clio, so all of the scheduled meetings appear in my system and on my smartphone instantly. Ruby also integrates with Clio, allowing me to always have a log of all incoming calls right on my practice management home screen.
DC:
Appointments calendared via Outlook.
Incoming communications are logged via an email that is profiled into the DMS.
WG: Mobile phone for calendar appointments. I don’t log incoming communications, especially now that I am with a firm.
GT: We use Helpscout for incoming communications. We use calendar invites and some of the team members use Calendly for calendar appointments.
The post Practice Management Systems Roundtable appeared first on Law Technology Today.
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Subscribe Log In Search Listen Now Sunday, March 10, 2019 38°F Today's Paper News Sports Business Living A&E Podcasts Opinion Multimedia Classified Jobs Shop Weekly Ads Home » News » Local CEO of Urbana tech firm Pixo stepping down after 20 years at helm Mon, 06/04/2018 - 7:00am | Ben Zigterman URBANA — For the first time in 20 years, technology consulting firm Pixo is about to have a new leader. CEO Lori Gold Patterson, a well-known figure in the business community, says she's planning to step aside to allow new directors to take over. "I've been leading Pixo for 20 years, which is a long time for an organization to have one primary leader," Patterson said. "I'm excited for Pixo and for myself." Patterson doesn't have a full-time gig lined up, but she does have a couple part-time projects she'll be working on. She's on the board of Delta Dental in Naperville and may join other corporate boards. "I really love it," she said. "They're wanting diversity on their boards and professionals with a long history of IT experience, so I'm really excited about that. I love that engagement." She also will run Pixo's spinoff company, pixoVIN, which lets customers use their phones to scan Vehicle Identification Number barcodes. "It's a hard barcode scanning proposition because of low light and glare," Patterson said. "That intellectual property is used by some of the largest automotive companies in the industry." Now pixoVIN is trying to market the technology to smaller companies, like detail shops, salvage yards and transportation companies. "They wanted this technology, but they wanted it to do other things for them, to manage their workflow, to get the VIN and be able to add lots of info and then send it to QuickBooks, for example," Patterson said. "As I'm backing away, I'll be stepping more into that company. I'll be taking that with me, but I don't think I'll be doing it full-time." Pixo has been around since 1998, when Patterson and her brother, Sigfried Gold, started what was then known as On the Job Consulting. That later became OJC Technologies and in 2011, Pixo. The company in downtown Urbana has grown to 27 employees, two of whom will take over the leadership roles in a gradual grooming process that won't end until Jan. 1, 2020, when Patterson will become chairwoman of the board and step aside from the operations. Replacing her will be Jason Berg, the company's director of business development and an employee since 2015, and Melinda Miller, Pixo's director of consulting since 2012. "About two-and-a-half years ago, I realized that there was wonderful talent in the company that would very likely be great future leaders," Patterson said. Erika Kramer, the director of operations, will also be an integral part of the new leadership team, Patterson said. "Her involvement in Pixo, along with them, is really what makes that whole team super ready," she said. 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0329: Ways Your Construction Company Can Spend More Now And Save You Money Long-Term
This Podcast Is Episode Number 0328, And It Will Be About Ways Your Construction Company Can Spend More Now And Save You Money Long-Term
During my lifetime, I have seen too many contractors work hard, never have enough money to retire. Some of them die from exhaustion, and others just wore themselves out and lived their final years in poverty and only a few, less than 5% ever made enough money from owning and operating their construction company and outside investments to retire early enough and enjoy a comfortable lifestyle.
This article is a bit strong, and it could offend some folks. If it offends you, please accept my sincere apologies. I tend to tell it straight and not sugar coat anything because I have been involved in the construction industry most of my life beginning with working in my Step Father's construction company after school in the mid-1960s.
In an attempt to save money, the cheap contractor ends up spending the most money and earning a tiny profit because they believe in maximizing than optimizing. In the short run, maximizing can payoff; however, in the long term, it never does. Here are four ways you can spend more now and save money in the long-term:
Vehicle
If you stock your truck with every tool you think you may need, and load it to the sky with all the parts and inventory you think you may need, and drive hard and fast you are maximizing that resource, and that is not a good thing.
Benefit - Hopefully, fewer trips to the supply house, Lowe's, Home Depot, or other places which will save you a little bit of time and money.
Costs - You will end up spending more money for each mile you drive because you use more fuel, your brakes will wear out faster from having to stop with more weight. Your tires will wear down quicker, and your vehicle suspension parts will need to be replaced sooner rather than later. You will have money that is tied up in tools, equipment, and inventory that could be invested elsewhere and make more money for you. Even worse, if you have any credit card debt or loans that money could be used to pay them down and reduce your interest expense.
Risks - If you're involved in a traffic collision and the investigation reveals that you have exceeded the Gross Vehicle Weight Rating (GVWR) of your truck or van then it is likely your insurance may not cover the damages. Besides, you may be liable for negligence charges. We recommend you contact your insurance agent and your attorney for their advice.
Spend the money and choose the right vehicle for your needs. It should match the needs of your company without putting yourself and your business at risk.
Tools And Equipment
Construction workers who take pride in their work produce better results with fewer repairs if they have quality tools and equipment. Cheap tools and equipment cost a lot of time and money that you cannot see - out-of-sight means out-of-mind. Invest in the best that you can afford taking into account the Total Cost Of Ownership instead of the price.
Make more money with productivity gains. See the chart below:
For Example - Your best construction worker asks for a tool:
It costs $1,200.00
It will save ten minutes a day in labor
It will last 3 years
The standard response is the company can't afford it!
QuickBooks Desktop
Most contractors try to make QuickBooks Online work - that is a recipe for disaster. QuickBooks Online is an excellent product for many companies, but not for construction. The primary reason is that contractors are one of the few companies that pack their entire company into trucks and vans and drive it to their customer's location. Then they put together a custom-built product which means the margin for error is enormous, and break-even calculations are a moving target and can only be done in a properly Setup QuickBooks File Designed Specifically For Construction Accounting.
QuickBooks Desktop Version has been around since 1991, and it has improved at a stable pace that contractors and accountants can keep up with. For the past several years our contractor clients have enjoyed having access to the tried and true QuickBooks Desktop version in a Cloud environment.
QuickBooks Online is a great program for small companies including some non-profit organizations, but it is not suited for a serious construction contractor with more than two projects a month and generating more than $500 a year in sales.
Most construction companies started using QuickBooks Online, so they could get to their QuickBooks Pro or QuickBooks For Contractors file anywhere they have internet access 24/7. We can move your QuickBooks Online file into our private cloud server and provide you with the full power of QuickBooks Desktop version in the cloud.
Bookkeeper
Don't hire the cheapest bookkeeper you can find. Almost anyone can indeed do bookkeeping because 95% of it is boring and only 5% is sheer terror. However, when the regular bookkeeper attempts to do construction accounting that is like watching a naked person, covered in honey getting into a fight with a grizzly bear in the woods; it never ends well.
Until your construction company reaches at least $5 million in annual sales you cannot afford to hire a qualified bookkeeper or construction accountant full-time to put on your accounting staff because there is no such thing as a part-time qualified bookkeeper or construction accountant.
For Example - You Hire someone with bad habits, which is a Cheap Bookkeeper part-time at $15.00 an hour for 10 hours a week thinking you will save money. The problem with that is you may not understand the actual cost to have them on your payroll, including overhead, is closer to $25.29 per hour. See the chart below:
Every Ten Minutes A Day Of Unproductive Office Labor:
Every Ten Minutes Your Bookkeeper Wastes Costs You Money!
Could Cost Your Company $273.93 Every Year
At 10% Profit You Need $2,739.30 More Sales To Maintain Profit Margin
It may seem harsh to survive and thrive as a contractor, you must make sure your employees are focused on their job during the time you are PAYING THEM TO WORK! You must do whatever it takes to enforce the rules of engagement for producing results at your contracting company or be prepared to work for some other contractor and live under their rules.
In some cases we can do more work for less money by providing you with real construction bookkeeping and accounting + payroll processing + monthly and quarterly tax reports + year-end W-2, W-3 + profit and growth management consulting + financial and job costing reports + paperless data storage and more at a lower overall cost and as a bonus show you how to make more money than you are making now!
In conclusion
Highly-profitable construction company owners ask their construction accountant to calculate the projected Return on Investment (ROI) and then consult their Strategic Business Plan to make an informed decision. Spending more now can save you more money in the long run as long as you know where and how to spend it.
About The Author:
Randal DeHart, PMP, QPA is the co-founder of Business Consulting And Accounting in Lynnwood Washington. He is the leading expert in outsourced construction bookkeeping and accounting services for small construction companies across the USA. He is experienced as a Contractor, Project Management Professional, Construction Accountant, Intuit ProAdvisor, and QuickBooks For Contractors Expert. This combination of experience and skill sets provides a unique perspective which allows him to see the world through the eyes of a contractor, Project Manager, Accountant and Construction Accountant. This quadruple understanding is what sets him apart from other Intuit ProAdvisors and accountants to the benefit of all of the construction contractors he serves across the USA. Visit http://www.fasteasyaccounting.com/randal-dehart/ to learn more.
Our Co-Founder Randal DeHart - Is a Certified PMP (Project Management Professional) with several years of construction project management experience. His expertise is construction accounting systems engineering and process development. His exhaustive study of several leading experts including the work of Dr. W. Edward Deming, Michael Gerber, Walter A. Shewhart, James Lewis and dozens of others was the foundation upon which our Construction Bookkeeping System is based and continues to evolve and improve. Check out our Contractor Success Map Podcast on iTunes.
Download the Contractors APP today from the App Store or Android Store
Access Code: FEAHEROS
Click here to download the App on Android:
Click here to download the App on iOS:
Simply scan the QR code or search for ‘MyAccountants’ in the App Store and enter the Access code: FEAHEROS to utilize the powerful App features and capabilities, and benefit from having our Construction Accounting App at your fingertips, 24/7."
PS: Even if you are not a Construction Contractor you will find a plenty of benefits in the app so we invite you to download it too! It's Free so why not?
Check out this episode about Contractors Marketing - Accounting - Production (M.A.P.)!
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Practice Management Software is only for large companies – myth or fact!

“We are a mid-size company offering therapy and rehab services. We are considering whether a Practice Management Software will be useful to us and whether we can afford it. Currently, we use a combination of paper-based files, Google, Outlook, MS Word on our local network, where we also store reports and other documents. We use QuickBooks for Accounting. Our session-notes are done on paper template forms. We have just started to scan and store web-based case management software
these forms on the server. Oh, we also use the HCAI website to submit plans and invoices. What we do now works fine although an increasing number of our competitors have invested in a PMS Solution. Can we afford an Integrated PMS Solution and how do we benefit?
There are several important considerations here. Allow me to expand on four areas:
affordability, efficiency and flexibility, data integrity and business intelligence.
Affordability
Currently, you are not paying for a Practice Management Software (PMS) but you are paying in several other ways. Your staff, for instance, enters the same information in multiple places, some as many as five times. You enter the client info into Excel, Google, Tracker, HCAI and QuickBooks. In a good PMS system, you will only have to enter your client information once. Here is a comparison of typical time entries in a non-integrated system:
Selected Work Areas (Monthly) Existing system PMS Solution (single entry) 100 clients (each entry takes 60 seconds) 8.3 Hrs 1.7 Hrs. HCAI: 25 plans and 100 invoices 29 Hrs 20 Hrs HCAI Tracking 16 Hrs 5 Hrs QuickBooks 8.3 Hrs 1.0 Hr Total Hours 61.6 Hrs 27.7 Hrs Monthly Savings 33.9 Hrs
HCAI applies to Ontario only
Monthly savings = 33.9*$25/hour = $847.50
The above assumptions suggest that in 4 selected areas of work, implementing a single-entry PMS Solution could save the company approximately 34 hours or $847.50 ($25/hr) each month. Additionally, there would be savings in areas of document storage, clinical notes, scheduling, etc. Could these savings justify the investment in a PMS Solution? More than likely. But allow me to look at some other equally important considerations.
Efficiency and Flexibility
A web-based PMS Solution provides you with a new level of operational efficiency, accuracy and flexibility, as well as, the ability to attract and retain great employees.
All of your information could be stored in a single location that is automatically backed up.
You could work from any location.
Your web-based PMS will give you a larger geographical footprint, with more business opportunities.
Access to their clients’ information has empowered your service providers while providing them with increased flexibility.
Your Calendar is integrated with your entire program, allowing you to manage 95% of your daily tasks from the calendar window. Scheduling is done with a few mouse-clicks.
In summary, you are in the healthcare industry where great employees matter and where employment costs account for more than 80% of your expenses. Your ability to attract and retain great employees or consultants is influenced by the environment you provide. As new, more technologically advanced graduates enter the workplace, flexibility and efficiency are important considerations. Additionally, every hour you save on support or admin trickles directly to your bottom line.
Data Integrity and compliance
The use of multiple and disparate software programs to manage clients provide limited opportunities to enforce proper data integrity and compliance, especially in light of the new Health Information Protection Act, 2016 (HIPA) passed by the Ontario Government. First, data entered in multiple programs vary in accuracy, consistency, rules, format, etc. As a result, incorrect or incomplete information are sent to clients, submitted to HCAI or used to generate reports from which business key business decisions are made. Second, disparate programs have no way to protect the privacy of information stored. Anyone with access to the computer may access personal information of clients, theirs’ and others.
In comparison, a PMS Solution enforces data integrity rules to ensure that all data inputs are complete and conform to a consistent and valid format. Additionally, a PMS Solution provides robust role-based security controls that enforce user-rights. Equally important, a PMS Solution
uses an audit trail system to monitor and track changes to clients’ records, thus providing a record of changes and by whom. These audit trail capabilities are critical components to accountability, compliance and good record keeping.
While HIPA 2016 stops short of requiring a SQL Server-based application to meet new regulatory compliance, it proposes to hold the business accountable for security breaches. Suffice to say that good practices in areas of data integrity and regulatory compliance make for good common sense approach to securing your business.
Business intelligence
In today’s increasingly competitive business environment, good business intelligence and timely business reports are critical management tools. While manual reports are quite doable, these take too much time to pull together from multiple sources. The time required to prepare these reports also limits their frequency and usefulness, especially given that the formats have limited manipulation.
Conclusion
Healthcare administration is changing rapidly with the advent of integrated, web-based PMS Solution and new compliance rules. PMS Solutions have changed the ratio of support staff required in health care companies by automating standardized tasks, integrating data across programs and improving data collection and analysis. At the same time, PMS Solutions have come down in price while expanding options and applications. SaaS pricing has allowed small and mid-range companies to invest in PMS solutions, once only affordable to large companies.
In todays’ increasingly complex and competitive health care environment, Health Care companies must be efficient, flexible and robust. In considering the cost of replacing the patchwork of disparate Software programs with an integrated web-based PMS solution, companies must look beyond the monthly fees. Equally important are the non-financial benefits of a PMS solution. Good data integrity, security and compliance practices are added insurance to your business. The ability to generate high quality and timely reports is icing on the cake.
Practice Management Software is only for large companies – myth or fact, what do you think?
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About the Author
Danny Doobay has been a Business and IT consultant to industry and government for more than 25 years. He has held executive positions in both public and private sectors. He has also project managed software development, implementation and data migration.
He is currently the CEO of Baylaan Technologies, a software solutions developer based in Markham, Ontario. Baylaan develops both custom and packaged software solutions for several sectors, including the increasingly popular SkeduleX Practice and Case Management System.
Danny Doobay, MBA
Chief Executive Officer
Baylaan Technologies Inc
Tel: 905-202-4716
Email: [email protected]
References PEBL (software) https://en.wikipedia.org/wiki/PEBL_(software)
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