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 …
Small Business Use of Vehicles FAQ: ‘Ask The Experts’
By: Lucrum StaffNovember 2022 This is our fifth installment of our ‘Ask The Experts’ series (check out our first, second and third …