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Creating Projects in QuickBooks

You can create projects and track their profitability using QuickBooks Plus or Advanced.

You know that to establish whether your business is making or losing money you can run a Profit and Loss..

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How we bootstrapped the firm of the future

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Summit CPA Group Earns Designation as a Great Place to Work-Certified™ Company

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The Summit CPA Backstory

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January 2020 Summit CPA Employee Spotlight: Karen Hill

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A New Year Resolution for Your Business

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HAPPY NEW YEAR 2020!

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3 Year-End Investment Moves-The Clock is Ticking

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4 Small Business Credit Policies

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Merry Christmas From Summit CPA!

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4 Strategic Cost Control Alternatives

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Small Business vs. Big Business

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Our Top 5 Virtual CFO Blog Posts for November 2019

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Time for Your Annual Credit Report Check

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It’s Time for Your Annual Business Check-Up

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Find Past Due Invoices Fast Using These 5 QuickBooks Reports

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6 Tips to a Successful Start-Up Business

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December 2019 Summit CPA Employee Spotlight: Lisa Cecen

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Cyber Monday is Here!

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Shopping Tips for Black Friday

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Happy Thanksgiving!

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Shop Black Friday For Your Home Office

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Get Ready for Small Business Saturday

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Holiday Spending Tips

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6 Tips to Spot a Phishing Email

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The Family Business

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Our Top 5 Virtual CFO Blog Posts for October 2019

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A Day of Celebration Dedicated to Our Veterans

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How Can Payroll Services Boost a Business?

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New Year-New 1040

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November 2019 Summit CPA Employee Spotlight: Alyssa Colf

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4 Retirement Planning Mistakes

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Happy Halloween!

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The Power of Retreats for Remote Teams

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Avoid These 6 Mistakes When Selling Your Business

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Chart of Accounts in QuickBooks- 5 Things You Should Know

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Our Top 5 Virtual CFO Blog Posts for September 2019

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Copyright vs. Patent vs. Trademark

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Are You Storing Obsolete Inventory?

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Your New Business To-Do-List

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5 Business Strategies for Long-Term Success

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Improve Your Hiring Potential Using Internships

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Get Your Business Cash Flowing

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Boost Your Business with Social Media

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October 2019 Summit CPA Employee Spotlight: Erin Jacobs

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Does Your Business Have an Employee Handbook?

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5 Tips for Effective Delegation

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Get Advanced Time-Tracking with the QBO App

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Are You Eligible for a Home Office Deduction?

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Finding the Right Healthcare Insurance for Your Business

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You Received a Letter from the IRS- What Should You Do?

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7 Common Business Challenges - Are You Prepared?

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Our Top 5 Virtual CFO Blog Posts for August 2019

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How Healthy is Your Business?

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Celebrating Labor Day

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September Employee Spotlight: Michelle Lesifko

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What Can a Virtual CFO Do For Your Business?

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In Business-Every Impression Matters

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5 Steps for Setting Salaries in Your Business

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Cash Flow Ideas That Can Save Your Small Business

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Estimates, Quotes, or Bids in QuickBooks

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Summit CPA Makes Inc. 5000 List Again

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Financial Awareness for Business Owners

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5 Virtual CFO Blog Posts for July 2019

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Is Your Small Business Prepared for a Sales/Use Tax Audit?

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When’s the Last Time You Checked Your Credit Report?

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Digital Marketing Errors to Avoid

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August Employee Spotlight: Dave Danic

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Please Welcome our July New Hires!

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Tips to Retain Your Core Customers

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Creating a Successful Business Plan

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4 Advanced Settings in QuickBooks Online You Should Know

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Forecasting Your Business Cash Flow

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Can a Virtual CFO Help Your Business?

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Our Top 5 Virtual CFO Blog Posts for June 2019

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How working odd jobs prepares you for your career

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Happy 243rd Birthday America!

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June 2019 Tax Legislation Proposals

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July Employee Spotlight: Kim Moore

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Don’t take on the IRS Alone

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6 Apps for Remote Auditors

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7 Rules for Building Your Nest Egg

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Make Online Business Reviews Work in Your Favor

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Progress Invoicing in QuickBooks Online

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Father's Day

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10 Skills For Succeeding in Audit

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Our Top 5 Blog Posts for May 2019

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Data and Security at a Distributed Company

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Avoid These 7 Mistakes When Selling Your Business

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June Employee Spotlight: Kristen Reinking

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“Evolving Strategies of Bookkeeping” Webinar

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Memorial Day

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It’s Time to Update Your Tax Plan

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The remote work hiring process

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Building and Maintaining a Healthy Bookkeeping System

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Keep Track of Your Independent Contractors Using QuickBooks

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Our Top 5 Blog Posts for April 2019

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Honoring Mother’s Day

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Quickbooks Tips for the Non-Tech-Savvy

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Should Your Business Outsource its Bookkeeping?

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Boosting SEO for Your Business

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May Employee Spotlight: Jamie Nau

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Our Top 5 Blog Posts for March 2019

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Improve Your Sales Invoices with QuickBooks Online

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Protect Your Business Assets and Bank Accounts

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Need More Time in Your Day?

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Wishing You a Happy Easter!

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Fortify Your Business with These 4 Key Metrics

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The Tax Deadline is Here!

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Are You Self-Employed? 4 Areas You Need to Save

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How remote companies can build better client relationships

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Changes to the Employee Expense Rules

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10 QuickBooks Online Resources for Small Business Owners

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April 2019 Tax Deadlines – Are You Ready?

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Taking a Required Minimum Distribution

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April 2019 Employee Spotlight: Jake Grimm

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5 Tax Myths You Need to Know

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Make Your Business Meetings Count

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Do You Know What Tax Records Should You Keep?

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Topics: Business Taxes

7 Tax Items Commonly Overlooked

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Our Top 5 Blog Posts for February 2019

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Topics: Virtual CFO, distributed company

Crypto Wallets for Accountants 101

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7 Tips to Improve Your Business Profits

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Forecasting Your Cash Flow

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10 Ways a Virtual CFO Can Help Your Business

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Succession Plan- It's Your Business

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9 Tips for Starting a New Business

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March 2019 Employee Spotlight: Ally Duras

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Estate Planning- Documents You Should Include

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Topics: Estate Planning

Advertising Your Business with Limited Funds

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Boost Your IRA with Your Tax Refund

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How To Improve Cash Flow For Your Startup

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Topics: Business Advisory

How to Handle Mobile Expenses Using QuickBooks

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Take control as a remote worker

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Topics: Remote work

Do You Qualify for the Earned Income Tax Credit?

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Topics: Individual Taxes

Don't Lose Out on These Valuable Tax Credits

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Amended Tax Returns: What You Need to Know

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College Tuition Deduction Alternatives

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Welcome to our two newest employees

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Topics: distributed company

Our Top 5 Blog Posts for January 2019

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Topics: distributed company

Social Security Updates for 2019

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Topics: Cash Flow Management

Getting Started with Accounts in QuickBooks: Part 2

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Topics: QuickBooks Consulting

2019 Tax Changes to Alimony Payments

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Topics: Individual Taxes

February 2019 Employee Spotlight: Jade Dervan

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Topics: Employee Spotlight

Paying Your Tax Bill with a Credit Card

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Planning Ahead for the Sale of Your Business

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Topics: Cash Flow Management

Are Your W2’s Forms Correct?

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Topics: Individual Taxes

6 Signs You Might Get a Tax Surprise

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What's Your Financial Plan?

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Topics: Cash Flow Management

Do You Qualify for the New Business Deduction?

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Topics: Virtual CFO

5 Tax Saving Deductions In 2019

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Topics: Individual Taxes

Natural Disaster Victims and the New Tax Code

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Topics: Individual Taxes

Distributed vs Traditional: Two Distinct Business Models

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Topics: Remote work

Tax Tips and Strategies

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Topics: Individual Taxes

Our Top 5 Blog Posts for December 2018

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Topics: distributed company

Part 1: Getting Started with Accounts in QuickBooks

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Topics: QuickBooks Consulting

3 Reports Every Small Business Needs to Use

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Topics: Guest Post

Shedquarters: Getting Creative with your Home Office

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Topics: Remote work

2019 Mileage Rates Announced by IRS

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Topics: Business Taxes

January 2019 Employee Spotlight: Deb Shimel

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Happy New Year!

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Topics: Announcements, Virtual CFO

The Government Shutdown and Your Small Business

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Keeping the Cash Flowing

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Can Friendship Survive a Business Partnership?

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Tax Changes in 2019

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Topics: Individual Taxes

Warm Wishes for a Very Merry Christmas

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Merry Christmas!

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How to Keep the Holidays Fraud Free

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Tax Deductible Charity Donations

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6 Last Minute Tax Moves

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Topics: Individual Taxes

How’s Your Marketing Strategy?

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Before Employment Reductions- Have a Plan

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Topics: Business Advisory, Virtual CFO

2019 Social Security changes

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Topics: Cash Flow Management

Tis the Season for Holiday Spending and Credit Cards

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Smart Year-End Donation Tips

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The Bottom Line on Management Styles

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Our Top 5 Blog Posts for November 2018

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Topics: distributed company

Five Annual Tax Essentials

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Topics: Individual Taxes

Cryptocurrency and The New Accountants

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December Spotlight: Cathy Eix

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Topics: Employee Spotlight

Small Business Tips for Competing with Big Business

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For Effective Marketing - Know Your Customers

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November Tax Moves

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It’s Cyber Monday! Time to Shop-Shop-Shop!

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Ready-Set-Shop!

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Happy Thanksgiving

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Working Remotely on a European Holiday

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Are You Ready for Small Business Saturday?

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Our Top 5 Blog Posts for October 2018

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Topics: distributed company

Email Tax Scam Prevention Tips

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Topics: Individual Taxes, Announcements

Maintaining a Strong Customer Relationship

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Topics: Business Advisory

The How, When, and Why of Customer Statements

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A Salute to All Veterans

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Topics: Announcements

Year-End Investment Moves

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IRS Advises Retirees to Check Their Withholdings

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Topics: Individual Taxes

Tax Tips for the Self-Employed

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Topics: Business Taxes

How Easy Is It To Unplug From Technology?

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November Employee Spotlight: Nicole Carlton

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Topics: distributed company, Employee Spotlight

HAPPY HALLOWEEN!

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Topics: Announcements

Add to Your IRA Using Your Tax Refund

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Topics: Individual Taxes

Establishing a Comfortable Retirement

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5 Tips to Boost Your Credit Score

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Is it Fraud or Negligence? What’s the Difference?

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Topics: Individual Taxes

Succession Planning for Your Business?

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Topics: Succession Planning

Our Top 5 Blog Posts for September 2018

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Topics: Virtual CFO

Blockchain Is Speeding Up Online Transactions

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Does Your Small Business Need a Virtual CFO?

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Topics: Virtual CFO

Netiquette for Virtual Employees

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Topics: distributed company, Remote work

Time to Check Your Tax Strategy

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Topics: Individual Taxes

The Trade War Effect and Your Business

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QuickBooks and Your Small Business

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Topics: QuickBooks Consulting

Tips for Charitable Donations

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Topics: Cash Flow Management

Education Tax Changes

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Remarkable Insider Advice: How to be a Working SAHM

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Topics: distributed company, Remote work

Business Tips to Survive and Thrive 

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Reducing Your Business Inventory Risk

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Topics: Cash Flow Management

Slowing Your Employee Turnover Rates

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Accuracy is Vital in Business Inventory Numbers

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October Employee Spotlight: Wendy Sather

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Topics: Employee Spotlight

What’s in your Tech Toolbox?

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Topics: distributed company

Are Your Business Visions on Track?

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Tips to Survive a Price War

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Make Part-Time Employees an Asset to Your Business

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Tips to Retain Your Employees

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Forecasting: The Key to Sleeping Better at Night

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Topics: distributed company, Remote work

Good Debt vs. Bad Debt

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Topics: Cash Flow Management

Will You Be Prepared if Disaster Strikes Your Business?

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Topics: Business Advisory

Is it a Hobby or Your Business?

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Are Your Prices Right?

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Got Clutter?

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Topics: distributed company, Remote work

Should You Amend Your Tax Return?

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Topics: Individual Taxes

Cash Flow Tips for Small Business

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Topics: Cash Flow Management

Teaching Your Children about Money

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Topics: Cash Flow Management

Charitable Work Can Reduce Your Tax Bill

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The Family Business and Succession

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Topics: Succession Planning

Small vs. Large Business- How to Compete

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Tax Deadlines and Tax Tips

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Topics: Individual Taxes

Strengthening Unity, Culture & Communication on Remote Teams

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Topics: distributed company, Remote work

Happy Labor Day!

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Topics: Announcements

September Employee Spotlight: Angie Douglas

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Topics: Virtual CFO, distributed company, Employee Spotlight, Remote work

Your Business Accounting System

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Topics: Cash Flow Management

College Students and Credit Cards

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Topics: Cash Flow Management

Saving for Retirement When Self-Employed

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Topics: 401k plan

Business Insurance Tips

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How You Can Become Debt Free

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Tax Tips to Manage Capital Gains

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Student Loan Forgiveness or a Tax Trap

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Improve Your Company's Financial Health Using QuickBooks

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Money Saving Tips for Small Business

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Useful Productivity and Security Tools

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Topics: Announcements

Sales Tax Changes

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What’s Your Required Minimum Distribution Plan?

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Topics: Cash Flow Management

Selling Your Small Business

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Improving Your Financial Health

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Estate Planning Tips

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Topics: Estate Planning

Five Retirement Planning Mistakes

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Managing Your Digital Footprints

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August Employee Spotlight: Shawn Pooler

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Topics: distributed company, Employee Spotlight, Remote work

Preventing Fraud within the Your Company

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Topics: Business Advisory

Retirement Isn’t for Everyone

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Topics: Cash Flow Management, Virtual CFO

What’s in a Good Business Partnership?

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Topics: Business Advisory

Welcoming three new employees!

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Topics: Remote work

Summit CPA: Top 50 Small Business Blogs to Subscribe to in 2018

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Topics: Announcements, distributed company, Remote work

Summer Tax Tips

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Topics: Individual Taxes

Retirement Tax Tips

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The 80-20 Rule for Business Profitability

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QuickBooks Online - Run These Reports Regularly

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Getting Your Debt Under Control

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Saving for Your Retirement

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Getting Your Customers to Pay Up

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Topics: Cash Flow Management

Are Your Starting a New Job?

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Topics: Individual Taxes

Hiring Your Family and Friends

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Is Your Company Susceptible to Payroll Fraud?

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Topics: Outsourced Bookkeeping

Happy Birthday America!

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Topics: Announcements

Funding Your Small Business

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Topics: Bank Financing

July Employee Spotlight: Diane Church

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Topics: Virtual CFO, distributed company, Employee Spotlight

Time to Review Your Tax Strategy

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Topics: Individual Taxes

Reviewing Your Insurance Needs

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Topics: Cash Flow Management

What’s in Your Employee Manual?

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Topics: Business Advisory

Tips for Handling an Overflowing Inbox

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Before You Start a Home-based Business

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Topics: Business Advisory, Remote work

Leadercast: An Opportunity to Lead and to Bond

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Topics: Virtual CFO, distributed company, Remote work

Good Customer Service Equals Success

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Topics: Business Advisory

Make Your Shareholder Loan Audit Proof

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Topics: Business Advisory

Honoring Father's Day!

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Topics: Announcements

It’s Time for Your 2018 Mid-Year Tax Planning

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Topics: Individual Taxes

Organization: Tools and Techniques to Keep Yourself Organized

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Topics: distributed company, Remote work

New: Family Medical Leave Credit for Small Business

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3 Tax Tips for Small Business

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Topics: Business Taxes

Home Upgrades That Pay Off

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Topics: Cash Flow Management

How Divorce Affects Your Tax Filing Status

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8 Things to Consider Before Boomeranging

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Topics: Virtual CFO, Remote work

QuickBooks: How to Use Product and Service Records

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Topics: QuickBooks Consulting

June Employee Spotlight: David Bernhardt

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Topics: Virtual CFO, Employee Spotlight, Remote work

Finding Potential Employees

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Topics: Business Advisory

How to Get the Most Out of Your Professionals

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Topics: Business Taxes

Bootstrapping Your Start-Up

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In Honor of Memorial Day

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Topics: Announcements

Tax Benefits of Owning a Home

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Topics: Individual Taxes

Is Your Business Experiencing Growing Pains?

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Topics: Cash Flow Management

New: Health Savings Account Limits

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Topics: Virtual CFO

Tips and Tricks for the Work From Home Parent

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Topics: Virtual CFO, distributed company

Basic Accounting 101

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Topics: Outsourced Bookkeeping

Estate Planning for Your Digital Accounts

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Topics: Estate Planning

Improve Your Business Cash Flow

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Topics: Cash Flow Management

How to Avoid a Credit Card Catastrophe

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Topics: Cash Flow Management

Time to Check Your Tax Withholding

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Topics: Individual Taxes

Welcome to our newest employees!

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Topics: Announcements, Virtual CFO, distributed company, Employee Spotlight

Update Your Important Documents

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Topics: Estate Planning

How an Appraisal Can Help Your Business

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Topics: Virtual CFO

8 Practical Tips for the First-Time Remote Worker

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Topics: Virtual CFO, distributed company, Remote work

Going Paperless

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Topics: Business Advisory

Evaluating Your Retirement Plan

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Topics: Wealth Management

QuickBooks Part 2: Tracking time

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Topics: QuickBooks Consulting

May Employee Spotlight: Amanda Legere

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Topics: Virtual CFO, distributed company, Employee Spotlight

Reduce Your Workload

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Topics: Outsourced Bookkeeping

Pros and Cons for Hiring Contractors vs Employees

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Topics: Virtual CFO, distributed company

Innocent Spouse vs. Injured Spouse

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Topics: Individual Taxes

IRS Audit Rates Continue to Decline

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Topics: Individual Taxes

Update: Tax Cuts and Jobs Act

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Handling the Health Care Coverage Gap

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Topics: Virtual CFO

5 Myths About Working From Home

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Topics: Virtual CFO, distributed company

How to Handle Back Taxes

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Topics: Individual Taxes

We’re Taking a Break Today

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Topics: Virtual CFO

TAX DAY IS HERE!

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Topics: Individual Taxes

Five Tax Myths

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Topics: Virtual CFO

Making Your Business a Success

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To Incorporate or Not to Incorporate

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April 2018 Tax Filing Reminders

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Topics: Individual Taxes

How to Track Time in QuickBooks- Part 1

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FTC Mailing Refund Checks

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Topics: Virtual CFO

Interest Rates Increase in the Second Quarter

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Topics: Wealth Management

Preparing to Sell Your Business

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Communicating with Clients in a Virtual World

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Topics: Virtual CFO, distributed company

Happy Easter!

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Topics: Announcements

Before You Call the IRS

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2017 Deductions for Charitable Donations

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Put Your Tax Refund to Work

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Topics: Individual Taxes

A Checklist for the Remote Worker

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Topics: Virtual CFO, distributed company

Should You File an Extension?

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Topics: Individual Taxes

Dealing with Angry Customers

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Customer Service and Your Business

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New Business Tax Checklist

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Topics: Virtual CFO

Extended Tax Filing Time 

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Topics: Individual Taxes

Is it Time to Take a Required Minimum Distribution?

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Topics: Wealth Management

Boost Your Retirement Account with Your Tax Refund

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Topics: Cash Flow Management

BEWARE! Another New Tax Scam

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Topics: Individual Taxes

What is a Virtual 401(k) Audit and How Does it Work?

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When is Income NOT Taxable?

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Topics: Individual Taxes

Partnership Needs More Than a Handshake

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Topics: Business Advisory

6 Best Practices for Effective Proposals and SOWs

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Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company

Tax Filing Tips for Your 2017 Return

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Topics: Individual Taxes

The Joys and Challenges of Relocation When You Work Distributed

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March Employee Spotlight: Allyson Grimm

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Do You Have an Emergency Fund?

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Use Setting to Customize QuickBooks Online

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March 2018 Tax Deadlines

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Topics: Business Taxes

Hiring Family Members

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What You Should Know about Taxes and Virtual Currencies

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A Guide for Traveling the Country in a Van (while working full time)

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Small Business-What You Should Know

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Small Businesses in 2018

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Secure Your Investments-Diversify

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Tax Tips for Expectant Parents

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It’s Time to Update Your Beneficiaries and Tax Information

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Last Minute Tax Tips

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Last Minute Tax Considerations

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Small Business Owners- How is Your Salary?

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IRS Reveals Concerns for the Tax Season

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Cost Segregation- Will You Benefit?

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Tax Breaks for Charitable Work

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How to Keep Your Cash Flowing

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Income Tax and Disabilities

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Happy Father’s Day!

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QuickBooks Online Goes on the Road

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Financial Strategies for the 20–Something Generation

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Save Your Vacation Home Tax Deductions

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Where is Your Tax Refund?

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Should You Make Estimated Tax Payments in 2014?

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Should You Business Go Paperless?

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Tax Tips for Small Business

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Will You Owe Self-Employment Tax?

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Tax Refund Options

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Nanny Tax--It's Not Just for Nanny's

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IRS Sounds the "Tax Scam Alarm

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Topics: Business Taxes, Individual Taxes, Announcements

Popular Tax Credits and Deductions Set for Expiration

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Topics: Business Taxes, Individual Taxes

The Health Premium Tax Credit

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Maximizing Your Tax Deductions after a Disaster Strikes

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Child-Related Tax Credits

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Tax Rules for Lending Money to a Relative

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Will the Alternative Minimum Tax Apply to You?

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Modified FSA Rules

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Make QuickBooks Yours in 2014: Customize

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Health Care Premium Tax Credit. Do You Qualify?

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Health Care Reform Act

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Disability Insurance Benefits: Are they Taxable?

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Tax Tips for Charitable Travelers

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Minimize Your 2013 Taxes

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New Health Savings Account Contribution Limits for 2014

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IRS Cautions Taxpayers about Identity Theft

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Tax Updates to Consider in 2013

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Save Energy! Save Taxes!

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2013 Tax Season Facts

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How Will the Medical Insurance Tax Penalties Affect You?

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Congress Averts Tax Portion of Fiscal Cliff

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Clearing Up the Confusion About the Gift Tax:

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Get Organized for 1099 Tax filing

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When to Pay Tax On Savings Bonds

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Virtual CFO Tips to Help You Avoid Being a Victim of Fraud

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Maximum Contributions for Roth IRA & 401k Plans

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Major Tax Changes In December 2012

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Tax Changes for Medical Deductions and Contributions

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Ask Our Virtual CFO if Your Medical Expenses Are Deductible

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Ask Our Virtual CFO If You Qualify For A Health Care Tax Credit

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Ask Our Financial Advisors The Benefits Of A Solo 401(k)

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Are Your Sales Up to Par?

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