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Author Archives: Sherrell T Martin

How To Run Financial Reports in Xero

Cloud Accounting, Software Solutions, XeroBy Sherrell T MartinAugust 2, 2016Leave a comment

About a month ago, I did a #techtalktuesday tip on how to run financial reports in QBO. Well this week I am going to share a video on how to run financial reports in Xero. As I mentioned before, one of the questions I get most often asked is “can you send me the most…

Financial Strategy – The Fourth Pillar of Financial Success

Financial ManagementBy Sherrell T MartinJuly 22, 20161 Comment

Today we are going to talk about the last pillar – Financial Strategy which focuses on analytics, pricing and strategies to grow your business.  See most people think that you can just put up a shingle and poof business will come.  But it’s just not that simple.  So if you think that’s the way it’s going to…

Adding Users to Your QuickBooks Online File

QuickBooksBy Sherrell T MartinJuly 20, 2016Leave a comment

One of the great things about working in the cloud is that it makes it super easy to collaborate with others. Being able to work in your file simultaneously is a big time saver. Your accountant no longer has to come to your office for simple easy questions or even training. Once they have you…

Financial Systems and Solutions – The Third Pillar of Financial Success

Financial ManagementBy Sherrell T MartinJuly 15, 2016Leave a comment

  This is the third week now that we are talking about the 4 Financial Pillars of Success™. These pillars are what I believe are the foundation for your businesses financial success. We have talked about pillar one which was Financial Record Keeping and pillar two was Financial Management. This week we are talking about…

Financial Management – The Second Pillar of Financial Success

Financial ManagementBy Sherrell T MartinJuly 8, 2016Leave a comment

Last week I introduced you to my 4 Financial Pillars of Success™. If you recall these pillars are what I believe are the foundation for your businesses financial success. Last week we talked about pillar one which was Financial Record Keeping. Today we are going to discuss pillar two which is Financial Management .  This pillar…

How to Close The Books in QuickBooks Online

Cloud Accounting, QuickBooksBy Sherrell T MartinJuly 5, 2016Leave a comment

Often times clients and business owners I train on QuickBooks Online ask if there is a way to close the books on a monthly basis in QuickBooks Online. And the answer is yes. The main time to close your books is at the end of the year after the tax return is completed. Once your return…

Financial Record Keeping – The First Pillar of Financial Success

Financial ManagementBy Sherrell T MartinJuly 1, 2016Leave a comment

We all agree that every strong structure needs a solid foundation to prevent it from crumbling to pieces. This foundation is the basis or shall I say is necessary in order for a structure to withstand the earthly elements and be around for awhile. Well it’s the same in business. Your business needs to have…

4 Ways to Cut Costs and Increase Your Bottom Line

Budgeting, Financial Management, ProfitabilityBy Sherrell T MartinJune 28, 2016Leave a comment

How many times have you looked at your bottom line and you were shocked and amazed? You thought to yourself “where did the money go?” Well trust me when I tell you, you are not alone. Every year millions of businesses, large and small, have this happen to them. How do you prevent it you…

How To Run Financial Reports in QuickBooks Online

Cloud Accounting, QuickBooksBy Sherrell T MartinJune 26, 2016Leave a comment

One of the questions I get most often is “can you send me the most recent financials.” Even though we are using QuickBooks Online and working in a collaborative environment, clients still ask me this question. Even when I am training on QuickBooks and I ask “what is one thing you want to get out…

How To Enter Time in QuickBooks Online

Cloud Accounting, QuickBooksBy Sherrell T MartinJune 10, 2016Leave a comment

Tracking employee time is an absolute must. It is the biggest expense in any business and for that reason needs to be monitored closely.  Many businesses experience project losses due to poor time management; and that leads to a loss of profits. And let’s face it profit is the name of this game. Now while…

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