Tag: quickbooks

  • 3 QuickBooks Mistakes You Might be Making and How You Can Fix Them

    3 QuickBooks Mistakes You Might be Making and How You Can Fix Them

    QuickBooks is by far the dominant provider of accounting software for small businesses in the United States. The product was initially intended to be a DIY application that small businesses could use with little formal finance training. So why do so many business owners use outsourced accounting services? The reason is straightforward. Most small business […]

  • A client’s tale of bookkeeping challenges

    A client’s tale of bookkeeping challenges

    Simply stated, we learn from each other. Open and honest discussion between business owners provides real life tales of running a small business. At Expex, we work within the small to medium sized business communities. Bookkeeping is such a critical function for a business, yet it is so often overlooked and under reviewed. Our story […]

  • The new landscape in bookkeeping…

    The new landscape in bookkeeping…

    Bookkeeping has traditionally been a task-oriented process that require an understanding of how and when each task needs to be completed. This culminates in the completion of financial statements that can be reviewed for performance, risk, trends, and a host of decisions such as Do we need to hire? Can we buy more equipment? Can […]

  • Bookkeeping apps and tools can make the tasks easy and efficient

    Bookkeeping apps and tools can make the tasks easy and efficient

    At Expex, we talk about automation, electronic payments, and an interactive dashboard. But, what does that mean? We like easy and simple here at Expex so here are a few simple facts that may get you to think, “I want this application for my business!” No one likes to do bookkeeping tasks. We know that […]

  • Summertime is coming.  Where are you working?

    Summertime is coming.  Where are you working?

    Summertime is just around the corner for us in New York and already present in many areas of the U.S. Kids are out of school, boats are in the water and summer cottages and camps are airing out.  Where do you want to be on a long weekend? Not. In. The. Office. But there are […]

  • What is my credit card balance, and do I have enough in my account to cover it?

    What is my credit card balance, and do I have enough in my account to cover it?

    Sound familiar? In businesses that do not employ on onsite bookkeeper or accountant, and where the owner is a Jack or Jane of all trades, a single solution for managing cash flow and financial visibility is critical. Many companies ‘share’ a credit card across multiple departments for purchasing goods and services throughout the month. This […]

  • How AI is impacting Small and Medium Size Businesses Financial Management

    How AI is impacting Small and Medium Size Businesses Financial Management

    Artificial Intelligence (AI) is actively maneuvering from the consumer marketplace to the world of finance, banking and accounting. Many businesses are looking to streamline processes and utilize AI to become more efficient and profitable. Expex is pleased to be featured in The Saratoga County Prosperity Partnership online newsletter, Next Wave Ideas. The article, How AI […]

  • Automating bookkeeping functions- the wave of the future. Let’s start with bill payments.

    Automating bookkeeping functions- the wave of the future. Let’s start with bill payments.

    How did the small business owner with limited time and resources find a solution to manage his finances better? Let’s read on… Once upon a time there was a small business owner named Charlie.  Charlie worked hard to build his business and was enjoying some well-deserved success.  With success, comes challenges and Charlie was finding […]

  • What is the financial health status of your business?

    What is the financial health status of your business?

    Many businesses operate partially in the ‘financial dark’. They obtain new clients, pay their bills, collect receivables and assume the business is healthy.  Once a year, they meet with their accountant and review their financial statements and performance and often times find they are not as healthy as they thought. How can you manage your […]

  • Expex Solves Cash Flow Problems

    Expex Solves Cash Flow Problems

    Expex is excited to be highlighted in this month’s 518 Report published by Innovate 518. Innovate 518 is associated with the State University at Albany. Innovate 518 is a collaborative effort of incubators, accelerators, and entrepreneurial service providers from New York’s Capital Region including Albany, Columbia, Greene, Rensselaer, Saratoga, Schenectady, Warren, and Washington counties. Their […]