Carlson Thought Leadership in Finance & Technology

The Top Five Limitations of QuickBooks

August 3, 2020 / by Mary Beth Gossart

For many small and mid-sized businesses, Intuit QuickBooks is usually the first choice for financial software in the organization’s early days – and for good reasons. QuickBooks is well-known and very easy to use, and it offers the basic functionality that almost any business can use to get off the ground.

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Why Move to Sage Intacct Cloud ERP?

March 25, 2020 / by Mary Beth Gossart

I get asked all the time, “Why make the move to Sage Intacct?”. That is a valid question because after  twenty years of working as a Sage100 consultant, I made the move to Sage Intacct last April.  The answer is easy - the Cloud.  Of course, there are functionality differences between Sage100 and Sage Intacct, but the biggest is where the solution resides and how we use it.

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New Sage Intacct General Ledger Report Shows Balance by Dimension

January 21, 2020 / by Joe Giorgio and Mary Beth Gossart

Sage Intacct has introduced a new standard General Ledger dimension balance report, which provides a summary-style presentation of balances with dimension values. The Dimension Balances Report gives you visibility into account balances by dimension in aggregate, rather than filtering one dimension at a time. This is useful for comparing balances by dimension (e.g. location, department, and employee).

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How to Complete Your Year-End Checklist Using Sage Intacct

January 16, 2020 / by Mary Beth Gossart

Sage Intacct has made the closing procedures for year-end simple. To ensure a seamless transition into the new year, there are still a few factors to consider.

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Your Guide to 1099 Year-End Processing Using Sage Intacct

January 9, 2020 / by Mary Beth Gossart

With the beginning of a new year, comes the preparation for tax season.

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Thank You to Our Clients, Partners, and Community

December 24, 2019 / by Lauren Strohmeier

Happy Holidays! We wish you a joyous holiday season filled with fun. As we celebrate all that’s important to us, we would like to share our appreciation. From the Carlson team, thank you to our clients, partners, and community. Your support and dedication help us make it happen.

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