Certum Solutions Resource Library

Your go-to hub for free expert resources on accounting, business software, business tips, technology tips, and more. Browse our library of free downloadable templates, video tutorials, how-to blog articles, accounting software comparisons, CFO insights, & more.

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FREE DOWNLOADABLE BUSINESS RESOURCES

Free: Starting a New Business Checklist
Q4 Maximize Profits Checklist
Free: AI In Bookkeeping Start Guide
Landed Cost Profit Calculator
Monthly Bookkeeping Checklist
Free: Bookkeeping Year-End Financial Review Checklist
Blog Katherine Bunschoten Blog Katherine Bunschoten

Katie’s Desk: Silicon Valley Bank Collapse

Silicon Valley Bank’s (SVB) collapse late last week was the biggest news most businesses didn’t get to process before the weekend.

Personally, I saw the headlines, moved on, and then only was able to read more and research over the weekend. However, as I dug deeper into the details of the SVB failure, I realized it was more far-reaching that I thought. The good news was that I finished my research feeling confident that our economic policy and the Fed are already at work making customers whole and at the end of the day it is an exciting study of economics in action.

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Blog Staff Writer Blog Staff Writer

How long should you keep your tax records?

Keeping records for the right amount of time is confusing for many of our clients; after all, we know you would rather spend your time in your business than on your business.

Are you a pack rat or have you gone digital? How about a mix of both? Either way, very few records need to be kept forever. What’s important is to know where to find something and know the government’s requirements. You’ll want to hold on to your receipts, statements, and other documents based on tax year and, in some cases, for other reasons.

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5 Proven Ways to Get Shoppers Back to Your eCommerce Store

As a business owner, you may have taken the opportunity to build out your e-commerce storefront. As the worst of the pandemic subsided in 2022, shoppers returned to physical stores and cut back on big-ticket discretionary spending online, CNN reported.

Many of our clients run e-commerce businesses, and sell goods or services online. These are the top five ways I’m encouraging our business owners to entice shoppers back to their online stores.

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Blog Staff Writer Blog Staff Writer

February’s Updates are a Real Sweet Deal in QuickBooks Online

Celebrating Valentine’s Day often brings to mind sweeping, dramatic love scenes. Think: John Cusack’s boombox serenade. Tom Hanks and Meg Ryan’s rendezvous atop the Empire State Building. Anna’s self-sacrifice for Elsa on the frozen fjord. In real life, we know that love is often found not in grand gestures, but in the little things.

This February, the team at QuickBooks Online is showing its love through small updates that mean a lot. More customization in QuickBooks Online Advanced and two changes affecting QuickBooks Payroll reduce friction for users.

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Our Framework: Scale Gracefully

Every thriving business is built on three pillars. We help you strengthen them all.

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