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QuickBooks Online: Applying Payments to Invoices

QuickBooks Online: Applying Payments to Invoices

by Michelle Hare | Feb 11, 2021 | Accounting

Having issues applying payments to invoices? For any business owner, receiving payment for our hard work is very satisfying, however, it can quickly turn into a headache if the payment is not properly recorded.  The last thing we want to do is leave a paid invoice in...
Client Accounting Service Packages

Client Accounting Service Packages

by Matthew Senter | Dec 2, 2020 | Accounting

We are proudly introducing Senter CPA’s clear and concise client accounting service (CAS) packages. For your convenience, we are now offering CAS Standard, Premium, and Elite packages. You can find a list of what each package offers below. If you don’t see...
Senter CPA: Year End Checklist for Businesses & Individuals

Senter CPA: Year End Checklist for Businesses & Individuals

by Kylie Harig | Nov 5, 2020 | Accounting, Tax

As 2020 draws to a close, it’s a great time to review your business and personal finance end of year checklist to make sure you are finishing up the year strong and setting up for success next year. Be proactive, as it’s essential for long term, sustained...
Bookkeeping: Artificial Intelligence and Importing Transactions

Bookkeeping: Artificial Intelligence and Importing Transactions

by Matthew Senter | Oct 21, 2020 | Accounting, Information Technology

Let’s face it we all want faster, better and more efficient results. Especially when it comes to bookkeeping and accounting. We may not like the term “artificial intelligence,” but with the advancement of technology, it has greatly helped small business owners and the...
Accountants Access: Connecting Your CPA and Your Financial Accounts

Accountants Access: Connecting Your CPA and Your Financial Accounts

by Matthew Senter | Oct 5, 2020 | Accounting

As part of the client accounting services we provide, Senter CPA requests access to certain bank information to help ensure timely and accurate reports. As such, obtaining what we call accountants access helps us save time performing services and thus saving our...
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