Tech recommendation: RightTool by Hector Garcia, CPA. It is an incredible add-on extension to QuickBooks Online and has changed the way we work.

QuickBooks Online has recently released an update to the Business Overview Dashboard! You can now drag and drop the various widgets to ensure you have quick access to the decision-making information that means the most to you.

With the current job market where staff turnover in the accounting field appears to be higher than experienced in recent years, it saves operating cash in the long run to ensure that a company’s financial systems and procedures are well-documented in the event of staff turnover, and also in the event of the sale of the company. Having a well-documented financial process also identifies areas where, due to a company’s growth, new systems or software may be warranted.