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QuickBooks and Customer Management: How to Bridge the Gap

QuickBooks and Customer Management: How to Bridge the Gap

Is QuickBooks Your Main Source of Customer Information? Small business owners and managers need to be able to answer questions like: Who are your best customers? What’s your average customer sale: What’s the lifetime value of a customer? If you’re like many small businesses, you may go to QuickBooks or your accounting system to find…

Evaluating SaaS Solutions:  Top 10 Criteria to Consider
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Evaluating SaaS Solutions: Top 10 Criteria to Consider

In the not-so-distant past, the standard way to buy small business software was to buy the number of licenses you need, install the software on a server or on all the company’s workstations, and periodically upgrade the software to a new version. That model is quickly becoming obsolete as more software vendors have moved to…

Microsoft Office 365 Business Apps
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Microsoft Office 365 Business Apps

Think you know Microsoft Office 365? Think again. The software engineers at Microsoft have been steadily adding new applications and services to Microsoft 365, formerly known Office 365. This Microsoft Cloud Software as a Service (Saas) solution provides businesses with familiar business productivity tools. There are many good reasons to create a professional email account…

Using Small Business Software: There has to be a better way!
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Using Small Business Software: There has to be a better way!

As a small business technology advisor, we’ll often be called into an office to provide technical support.  Sometimes the client will casually mention some glaring inefficiency that we know could be easily be remedied with a software program.  Small Business Software Saves Time and Money! If you ever catch yourself saying or thinking, “There has…