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Upload Files in the Liscio Mobile App Jan 26, 2022

Learn how to upload files using the Liscio Mobile App and share files quickly and securely! Need to download the app? Get it on the App Store or...

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Upcoming Service Changes for 2022 Jan 21, 2022
Every year we sit back and analyze what has happened during the past year in our office. We take a look at several things: clients, growth,...
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Invoicing with QuickBooks Online invoicing qbo quickbooks online Nov 29, 2021

Please use the following guide to invoice with QuickBooks Online correctly. 

Create Customers

You can enter your customers in a couple of...

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Reporting Using Secure Online Portal Jul 26, 2021

For your convenience and security, any file or document you have in electronic format can be uploaded easily to our secure online portal. Your...

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The Difference Between an Employee and an Independent Contractor business client onboarding Jul 26, 2021

An employee performs work for you under your direct or indirect supervision, during hours that you specify and conditions you control. You also...

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What Are You Required To Do? Jul 26, 2021

For Independent Contractors:

  1. Have each Independent Contractor fill out a W-9 prior to paying them. (See appendix, page 32 for sample) If the...
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Financial Statements Jul 26, 2021

Financial statements will generally be prepared on the basis of accounting that is used for tax purposes. A sample Accountant’s Report...

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Adjusting Your Bank Balance client accounting manual client onboarding Jul 26, 2021

If you maintain an ending balance, your Bank Reconciliation will include any adjustments you need to make. When you receive your bank...

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Software Users Reporting client accounting manual client onboarding Jul 26, 2021

After entering all transactions for the month, you will need to send us your QuickBooks file. Please do not make any changes to prior periods after...

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Chart of Accounts and Coding of Checks client accounting manual client onboarding Jul 26, 2021

We use a standard chart of accounts that can be modified to fit your individual needs.

If you are using a manual bookkeeping system, we will have...

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Bank Statements client onboarding Jul 26, 2021

For Paper Statements:

In order for us to better serve you, we ask that you sign a Bank Statement Change of Address Authorization Form. (See...

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