Refreshing HubDoc Experience

HubDoc still #1 in my books!

I seriously can’t remember the last time a real life person called me to tell me about a problem, take responsibility, AND have an action plan to resolve it AND offer extra help. It was a great customer experience, as refreshing as waking to a new fallen snow on a winter’s morning.

When my phone rang yesterday in the middle of a crazy January day as many of us experience this time of year, it was a pleasant surprise to have a friendly voice on the other end rather than a year end crisis question.

You likely heard about the recent disruption of service between QuickBooks Online and HubDoc. Quickly resolved and things back to normal, we went on with your busy days, but what about your clients books and documents? Were they impacted? Yes, some were. Please be assured that “This issue did not impact the integrity of any transaction data.” but some attached documents are no longer attached. It is part of our world of technology and why we have backups and redundancies and take every precaution.

Rather than post a notice and move on as so many do these days, HubDoc picked up the phone and placed personal calls. Nick discussed with me what had happened, what actions were taken, what clients were impacted. HubDoc has a dedicated website (HubDoc Recovery) so that you can not only see which accounts were impacted, but exactly how many and which documents. HubDoc has identified the documents that need to be ‘re-attached’ and have a team ready to help and support us and if I choose they will even call my clients direct. I chose the option of contacting our clients that were impacted myself as I feel they deserve the same personal phone call from me, that HubDoc provided.

Great job HubDoc on providing a great customer experience in the midst of providing support!

IRS Issues 2018 Standard Mileage Rates

For business use of a car, van, pickup truck, or panel truck, the rate for 2018 will be 54.5 cents per mile, up from 53.5 cents per mile in 2017.IRS Notice 2018-3

Murph’s QBO and Chrome Tips & Tricks

Insightful Accountant
Dec 12, 2017

I’ve posted some Chrome tips in the past, but Murph’s article is great being specific to QuickBooks Online. If you are a QuickBooks Online User, you’ll find these very handy to increase your efficiency and reduce your stress.

Enthusiasm, Delight, Zest, Relish, Payroll?

Con mucho gusto

Enthusiasm, Delight, Zest and Relish may not be words you typically think of when you think of running Payroll, but Gusto Online Payroll makes it so easy, you can manage your small business payroll with ease.

Employees will relish the ease of self-onboarding and delight in how easy it is to update and change their information when life changes.

As a small business owner, gone are the days of remembering when to file taxes. Gusto automatically calculates, deposits and files your payroll taxes. Gusto integrates with Xero, QuickBooks, T-Sheets, Receipt Bank and more. Make 2018 the year you handle payroll ‘with pleasure’. Get started with Gusto today!

All too often we hear ‘I trust my staff’ or ‘I trust my bookkeeper’. Placing your confidence in someone is not the same as implementing internal controls to protect your business. Separation of duties and a few basic internal controls can go along way in preventing fraud.

Trust is not an Internal Control

Are You Up-to-Date on Per Diem Rules?

CPA Practice Advisor
Oct 4, 2017

Per Diem can be a good travel and entertainment strategy for small business. This is a good article with lots of information. Make sure and check with your HR and Tax Professional before making any policy changes.


a time to harvest, reflect and prepare

There’s nothing like the crisp cool fall mornings here in the high desert of New Mexico. It is my favorite time of year. The nights are cool, the days are warm. The air sparkles. Hot Air Balloons are populating the early morning sky. Soon there will be hundred’s as the opening day of the Albuquerque Balloon Fiesta draws near. A short drive north to our neighboring state Colorado and you will see the beauty of the fall leaves in a myriad of oranges, reds, and yellows against the stark white of the Aspen. I recall sitting with Dad and watching the huge leaves of a walnut tree tumbling in a fall breeze across his lawn last fall. They appeared to be a troop of gymnasts arrayed in fall colors turning cartwheels. Ah Fall! A time of harvest, reflection, and preparation for the coming winter. Soon it will be a new year. (more…)