How to Know When You’re Ready: A Bookkeepers Guide to Hiring
Business owners and entrepreneurs are often too preoccupied with day to day operations to economically weigh the use of their time. However, with limited time and resources, a lack of human capital can...
View Article6 Strategies to Reflect, Recalibrate & Recharge This Summer
It's only a few weeks until the official start of summer. With the busy tax season wrapping up, many of us shift our minds to spending time outdoors, barbequing with friends and embarking on that...
View ArticleWhy Bookkeepers are Adding Value via Great Customer Service
Does your bookkeeping business make customer service a priority? If not, it could be hurting your bottom line. It's estimated that companies lose a combined $62 billion a year as a result of bad...
View ArticleThe Dos and Don’ts of Handling Large Businesses' Bookkeeping
Bookkeeping is no small task in any business, nor is it unimportant in the least. Accurate, effective, timely bookkeeping is an absolutely necessity in order for any business to survive, let alone...
View Article5 Ways for Bookkeepers to Grow Their Millennial Customer Base
As baby boomers move closer to towards retirement, millennials (the generation that was born between the early 1980's and late 1990's) are set to become your accounting firm's largest customer base....
View ArticleWhat’s New with LedgerDocs: Feature Release
We're excited to announce a variety of new features and updates made to LedgerDocs over the past couple months. These features are all currently available within the LedgerDocs app and were rolled out...
View Article3 Trends in the Accounting Industry That You Should Be Embracing
If you are over the age of 30, chances are you remember taking pictures using film. Kodak used to be one the largest camera companies in the world, generating billions of dollars in revenue a year....
View ArticleMerge and Manage PDF’s Hassle Free
It is safe to say that the majority of bookkeepers and accountants receive a PDF of some sort, on a daily basis. For many bookkeepers, these documents include a wide variety of information including...
View Article5 Sessions You Shouldn’t Miss at QuickBooks Connect 2017
QuickBooks Connect 2017 is officially kicking off in San Jose today with Day 1 being Accountants Day followed by an evening Welcome Reception for all attendees. In the world of accounting and...
View ArticleIntroducing TaxDocs, Your BFF for Tax Season
Today we’re proud to unveil an exciting new component to the LedgerDocs family, one specially made to help you with tax preparation. It’s called TaxDocs.
View Article3 Steps to Pitch Bookkeeping Automation Software to Clients
As a busy accounting or bookkeeping professional, let’s assume that you’ve weighed the pros and cons of automating your bookkeeping or accounting workload. You’re onboard. Great, so what’s the next step?
View ArticleLedgerDocs Feature Improvements – Spring 2018
Our development team has been keeping their nose to the grindstone with improvements and new feature add-ons to LedgerDocs. Since our last update there have been multiple new features rolled out on the...
View ArticleBank Fetching for Bookkeeping is Here
Our LedgerDocs team is very excited to announce a major new feature to our document management platform: the ability to fetch statements from major banks.
View Article5 Reasons Why Clients Fire Their Bookkeepers
One of the greatest fears any bookkeeper has is opening an email to discover one of their clients has let them go.
View ArticleQuickBooks Desktop Launch Integration: Your How to Guide
Many bookkeepers continue to happily use QuickBooks Desktop (QBDT) as a part of their daily workflow. While the Online version of QuickBooks may be the platform that has the largest user base, QBDT...
View ArticleMigrating to LedgerDocs Is as Simple as 1 Download & Upload
We all know that in the world of tech innovation rushes at you like crazy. Different kinds of software and applications are developed every day, across all industries.
View ArticleHow We Built the Best Receipt Scanner App on the Market
An important part of being a bookkeeper with clients is having a system to collect and manage receipts. Technology has given bookkeepers a great tool, the modern day scanner. Bookkeepers can scan...
View ArticleLedgerDocs New Feature Release – January 2019
Continual work is always happening with LedgerDocs. Our development team continues to get feedback from our user base, and in turn, we include the biggest requests for new features, functionality and...
View ArticleInviting Clients Preview
Are you curious as to what users will see when you invite them to your LedgerDocs Company? The following shows the process of an invitee, for example a client, accepting an invite to the company you...
View ArticleQuickBooks Online and LedgerDocs – Now with Locations added
We've just added location support to our QuickBooks Online integration! This was a popular request amongst our users so we're excited to finally bring it to you. The location field will appear when you...
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