by Dana Riel | Apr 27, 2023 | General Technology, Law Firm Technology, Tips & Tricks
If you run a firm or other business, managing appointments and scheduling can be time-consuming and challenging. However, did you know that if you subscribe to Microsoft 365 (formerly known as Office 365), there is an app included in your subscription at no extra...
by Alan Phillips | Nov 20, 2020 | Accounting, Sage 50, Tips & Tricks
We do not usually write articles about tax issues, but we recently found some noteworthy articles related to taxes, the pandemic, and COVID-19, for you to think about. These are all courtesy of the “Accounting Today” Daily Briefing, to which we subscribe. Coronavirus...
by Alan Phillips | Sep 1, 2020 | Accounting, Sage 50, Tips & Tricks
Occasionally you may have to write a check to pay a bill and will probably never have to write a check to that particular company or person again. We call this a “one-off” check, and It is not really necessary to create a new vendor record to write this one-off check....
by Jack Schaller | May 11, 2020 | General Technology, Law Firm Technology, Tips & Tricks
Everything you’ve ever heard about how much money is lost due to information security breaches is only part of your exposure. When word gets out you’ve been breached, the reputation of your law firm for privacy, discretion, and protection are damaged, perhaps...
by Jack Schaller | Apr 2, 2020 | General Technology, Tips & Tricks
Like many professionals around the world, our Crosspointe consultants have been working remotely due to COVID-19. For this post we have a guest blogger, Brian Okun from Braintrace, a New York cybersecurity firm. Brian has put together some tips on how to create a...
by Alan Phillips | Dec 4, 2018 | Accounting, Sage 50, Tips & Tricks
Many of our clients generate their tax and financial reports on a calendar year basis. With that in mind, here are some year-end accounting items that should be reviewed as the calendar year draws to a close. These same points apply equally to clients reporting on a...
