by: Lucrum Staff With the approaching end of QuickBooks Desktop, more and more organizations are considering Intuit’s cloud-based QuickBooks Online. Our team …
I’m On QuickBooks Desktop Pro or Premier…Should I Migrate to QuickBooks Online or Upgrade to QuickBooks Enterprise?
by Debbi Silva If you’re on QuickBooks Desktop Pro or Premier, you’ve likely already heard about Intuit’s plan to phase out the …
Cash Flow Forecasting 101 (and Tips for Organizations Using QuickBooks)
By: Jeff Heybruck Forecasting cash flow is one of the most difficult but impactful planning exercises a business owner can undertake. There …
Small Business Tips to Negotiate Better Payment Terms & Conditions with Customers
By: Jeff Heybruck Net 30? Yeah, right. AR from large clients can be tricky. A common refrain we hear from small business …
QuickBooks Integrations: A Checklist To Successfully Plan Your Next Integration
By: Jeff Heybruck In addition to reducing tedious, duplicative data entry across multiple systems, integrating apps with QuickBooks can enable real-time financial …
QuickBooks Desktop 2024: What’s New & Different
By: Debbi Silva The 2024 release of QuickBooks Desktop brings a few notable updates and changes. As our accounting software of choice …
Is QuickBooks Desktop Being Phased Out? – Your FAQs Answered
Heard the buzz about QuickBooks Desktop being phased out, but aren’t sure what that means for your organization? Our Lucrum QuickBooks experts …
The Power of QuickBooks Custom Reports: Real-World Use Cases
Out-of-the-box reports in QuickBooks are a great starting point, but QuickBooks custom reports are the key to creating actionable financial dashboards. We …
Comprehensive Year-End Accounting Checklist
By: Jeff Heybruck Fall is an opportune time for businesses to get 2023 financial documents in order and plan strategically for the …
Advantages of QuickBooks Desktop vs. Online
By: Jeff Heybruck While QuickBooks Online has gained popularity for its accessibility and cloud-based convenience, QuickBooks Desktop continues to be a strong …
QuickBooks Setup Dos & Don’ts For Actionable Reporting
By: Jeff Heybruck Whether running a salon with multiple locations or managing a services business across territories, proper QuickBooks setup is crucial …
Budgeting in QuickBooks 101: Create A Budget In QuickBooks
By Jeff Heybruck Short on time? Take me to the key takeaways. Business owners who fail to spend at least one day …
How To Score & Rank Your Customers: Stratifying A Client Base
By: Jeff Heybruck Not all clients are created equal. Some are more profitable than others, and some are just plain difficult to …
Counterintuitive Small Business Advice
by: Jeff Heybruck Sometimes the best advice isn’t the most obvious. Our CFOs have learned a thing or two about how to …
5 Signs You’re Ready for a Fractional CFO
By Jeff Heybruck Thinking about hiring a fractional CFO, but not sure if the business is ready? While there’s no magic business …
Job Costing in Quickbooks: Setup Tips & Best Practices
by Jeff Heybruck Job costing, or the process of tracking the costs and expenses associated with a specific job, project or account, …
How To Run A Business In the Face of Rising Interest Rates
by Jeff Heybruck Beginning in 2008, financial crises drove down interest rates to just above 0%. Now, for the first time in …
Owner’s Draw vs. Salary : How Should I Pay Myself & What Are The Tax Implications?
By: Jeffrey Heybruck We’ve seen a lot of confusion around the concept of an owner taking a draw from the company, what …
8 CFO Tips for Annual Budget Management
By: Lucrum Staff New year, new budget. Now what? Creating an annual budget serves as a firm foundation, but effective budget management …
Buying An Electric Vehicle Through A Company: Frequently Asked Questions (FAQs)
by Bailey McRae Considering buying an electric vehicle through your company? With more and more companies like Amazon investing in electric delivery …
Lucrum Year In Review
As 2022 comes to a close, we wanted to take some time to reflect on this past year. We are excited to …