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‘Tis the season for nonprofit donations: Importing QuickBooks Transactions with Transaction Pro Importer
‘Tis the season for nonprofit donations: Importing QuickBooks Transactions with Transaction Pro Importer

As we near 12/31, many of the nonprofit clients we support see a dramatic spike in donations. We recommend Transaction Pro Importer as a key productivity tool to integrate donation detail with your accounting software. This tool also works well for “for-profit” businesses.

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Reviews, Video Tips, How-ToRegina Iulo (EJB)December 8, 2012
Financial Tips after Super Storm Sandy
Financial Tips after Super Storm Sandy

Due to the severity and impact of the storm, some banks have announced they are waiving certain fees. Check your bank for details.

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Organize Your FinancesRegina Iulo (EJB)October 30, 2012
We’re in the Spotlight – A Passion for Accounting
We’re in the Spotlight – A Passion for Accounting

For an inside view on a passion for accounting, check out this link about our founder, Regina Lian Iulo. Pace University Alumni Connection

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About UsRegina Iulo (EJB)June 8, 2012
For Young and Old, April is Financial Literacy Month
For Young and Old, April is Financial Literacy Month

There is no escaping what for many is the ugly truth: personal financial management is a life skill. Most people are not comfortable managing their finances. I do not want to delve into the why. My best advice: learn one new financial management skill at a time. Just do it. You will feel good mastering one new skill.

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Organize Your FinancesRegina Iulo (EJB)April 13, 2012
Examine Your Tax Return (before you e-file or mail it!)
Examine Your Tax Return (before you e-file or mail it!)

There’s no reason to pay full price. Black Friday and Small Business Saturday are near. When you shop this holiday season, support local small business. Take advantage of special deals on November 30, Small Business Saturday. Show your financial savvy. Shop small and shop smart!

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Organize Your Finances, Video TipsRegina Iulo (EJB)March 10, 2012
Budget – Begin with the End in Mind

What are your 2012 financial needs or goals? Will you repay debt? Save? Reduce some expenses and increase others? Write down your goals.

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Beat Today's Economy, Budget, Organize Your FinancesRegina Iulo (EJB)February 13, 2012
Budget - Analyze First
Budget - Analyze First

Think about what will change in 2012.

Do you have new financial needs or goals? Will you repay debt? Save? Reduce some expenses and increase others? Write down these changes

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Beat Today's Economy, Budget, Organize Your FinancesRegina Iulo (EJB)February 5, 2012
Budget to Earn, Earn, Earn!
Budget to Earn, Earn, Earn!

Focus on Income. Though, yes, we will plan expenses, I encourage you to shift your mindset to earning income. Think about how much we focus on spending and consuming. Our culture focuses far too much on outflow. Instead, move your mental energy to enthusiastically earning income.

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Beat Today's Economy, Grow Your Profit, Organize Your Finances, BudgetRegina Iulo (EJB)January 29, 2012
Benefits of Using Quicken 2012
Benefits of Using Quicken 2012

It’s still early in the year and a great time to get on top of your finances. I’ve been using Quicken for over 20 years. It works.

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Organize Your Finances, ReviewsRegina Iulo (EJB)January 21, 2012
Scanner, Meter, Storage, Oh My!…Why Not Give These a Try?
Scanner, Meter, Storage, Oh My!…Why Not Give These a Try?

There are numerous resources available to help you grow and run a healthy small business— and no, I am not talking about computers, printers, and fax machines, etc. Other electronic devices, software, and online websites offer products or services that can help make managing your business easier.

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Grow Your Profit, Organize Your Finances, How-ToRegina Iulo (EJB)December 8, 2011
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