MB Raimondi, CPA

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MB Raimondi, CPA Frustrated with QuickBooks? Do you want to get it set up right? Do you need more than QuickBooks can give you? MB is also an Intuit Solution Provider.

That's what we're all about - to help you get QuickBooks and possibly 3rd party apps set up properly and train you to work efficiently! MB (Mary Beth) Raimondi is a CPA with a Masters in Taxation as well as a Certified Information Technology Professional (CITP). MB has worked with all versions of QuickBooks software, as well as Quicken software, since Intuit first introduced them more than twenty

years ago. MB became a Certified QuickBooks ProAdvisor in 2002 and has been an Advanced Certified QuickBooks ProAdvisor since the inception of the program in 2006. She is also certified in QuickBooks Enterprise Solutions and QuickBooks Point of Sale. In this role, she evaluates the needs of a particular business, recommends the appropriate Intuit or 3rd party solutions and facilitates the ordering of Intuit Products. MB managed her own accounting and tax practice in Trumbull, Connecticut, where her extensive client list included corporations, partnerships, LLC's, individuals and families. In 1999 she started teaching QuickBooks seminars nationally to both small business owners, bookkeepers and accountants. She is an elite member of the Intuit Trainer/Writer Network, a group that develops and presents training material for Intuit products. In 2006 MB changed the focus of her practice to helping both individuals and businesses manage their accounting, payroll, invoicing and customer contacts through the use of QuickBooks software. This includes research and training on 3rd party applications that integrate with QuickBooks to expand its functionality. She is also proficient in Quicken, Payrol, Merchant Servicesl and ProSeries (additional Intuit products.) Having the small business experience, as a CPA, is a real benefit to her clients. MB has a lot of experience working with different types of businesses and organizations. She can help you use QuickBooks to give you the information you need to make your operation more profitable and you more comfortable. In addition, MB will gladly work with your accountant. Her advantage is that she can communicate with your CPA in accountant's language while explaining QuickBooks and technology in plain English to you, effectively giving you the best of both worlds. Browse her Web site for more information about services. If you would like to speak with MB regarding your QuickBooks needs, please email her at:
[email protected].

Certification vCon coming up!  The certifications being covered:QuickBooks Online CertificationQuickBooks Online Advance...
11/05/2023

Certification vCon coming up! The certifications being covered:
QuickBooks Online Certification
QuickBooks Online Advanced Certification
Recertification for both levels.

PS - if you know any of us....don't we look really good and young in this posting? 😂🤣😁

So join me next week at the QuickBooks Online Certification Training Bootcamp, May 16-18. https://intuit.me/Speaker

Hope you join us for tis next virtual conference.  There will be a session on QB Desktop Migrations
10/03/2023

Hope you join us for tis next virtual conference. There will be a session on QB Desktop Migrations

*Intuit, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regardin...

I will be attending this year’s virtual QuickBooks Connect event.   This year you can customize your own agenda with the...
29/10/2021

I will be attending this year’s virtual QuickBooks Connect event. This year you can customize your own agenda with the sessions that matter the most to you! November 3rd is for businesses and November 4th is for accounting pros. Or, you can attend both days even if your an accounting pro! Register here: https://bit.ly/2Zj4x9g
Hope we're in person next year :)

QuickBooks Connect

Have you ever had an overdue invoice from a client? A recent survey of microbusiness owners found that businesses that a...
06/08/2021

Have you ever had an overdue invoice from a client? A recent survey of microbusiness owners found that businesses that accept digital payments are more likely to get paid. https://oal.lu/CuGO5

Definitely contact me for info about QuickBooks Payments....it is amazing! I use it myself. As a QuickBooks Solution Provider, I can get you set up with favorable pricing.

I guess   is on my mind this week! Your   processes can get a whole lot simpler with   Commerce. Sync your Shopify accou...
05/08/2021

I guess is on my mind this week! Your processes can get a whole lot simpler with Commerce. Sync your Shopify account and manage products, inventory, and orders through QuickBooks! Watch this step-by-step tutorial: https://oal.lu/9ZU29

Here's what was added to   Online last month:- Square app integration- Changes to estimates and invoices- Trips feature ...
04/08/2021

Here's what was added to Online last month:
- Square app integration
- Changes to estimates and invoices
- Trips feature available to all admin types
- Bill approval workflows in QuickBooks Online Advanced
- Custom role preview in QuickBooks Online Advanced
- Desktop role migration in QuickBooks Online Advanced
- QuickBooks Online Payroll employee onboarding and flexible setup
https://oal.lu/1mPjG Accounting

I don't claim to be an expert on e-commerce, but   Commerce looks like a good place to start if you want or have an onli...
02/08/2021

I don't claim to be an expert on e-commerce, but Commerce looks like a good place to start if you want or have an online store. Commerce can help you sell more, work smarter, and take control of your many platforms. Watch the quick overview video: https://oal.lu/GRCX6

Here's an interesting article if you're looking to start a new business. Alexander Volodarsky, successful  , shares the ...
30/07/2021

Here's an interesting article if you're looking to start a new business. Alexander Volodarsky, successful , shares the 12 lessons he wish he had learned before building a startup: https://oal.lu/EtFWL

So excited to be teaching the updated version QuickBooks Online Advanced Certification for the first time at Scaling New...
23/07/2021

So excited to be teaching the updated version QuickBooks Online Advanced Certification for the first time at Scaling New Heights, 2021. Hope to see you there! It you are coming, please show your support.

Show some Scaling New Heights swag on social media with this twibbon.

As many of us are moving towards   advisory services, we need to figure out how to present our services to our current a...
30/06/2021

As many of us are moving towards advisory services, we need to figure out how to present our services to our current and prospective clients. This article may help.

Learn how to perfect your proposals with these best practices from Josh Lance, CPA, CGMA.

Love hearing about new QBO features. Let me know if you have questions or need to sign up for QBO or other Intuit produc...
28/06/2021

Love hearing about new QBO features. Let me know if you have questions or need to sign up for QBO or other Intuit products and services. ’

While you’ve been busy taking care of your clients, we’ve been hard at work developing new product features to help make you and your clients’ lives easier.

WOW! By 2024, mobile wallets will account for 1/3 of point of sale transactions. Is your business equipped to handle thi...
24/06/2021

WOW! By 2024, mobile wallets will account for 1/3 of point of sale transactions. Is your business equipped to handle this shift? https://oal.lu/lFTuG

I love this story....I wish I had known about it before. I am a not very good knitter/crocheter (I'm not sure if that's ...
23/06/2021

I love this story....I wish I had known about it before. I am a not very good knitter/crocheter (I'm not sure if that's a real world). I did pull out my yarn during the pandemic but forgot a lot of what I knew :). This is motivating me to try again!

The pandemic challenged many business owners to stay open. See how one business owner adapted and got creative to move forward and grow.

Thanks to  Kahn for sharing these 5 productivity tips in   Enterprise.Please contact me if you are interested in   Enter...
22/06/2021

Thanks to Kahn for sharing these 5 productivity tips in Enterprise.
Please contact me if you are interested in Enterprise. It's a very powerful desktop accounting program.

1) Customize security settings for employee-specific access
2) Enable multiple company reporting
3) Track sales orders, including estimates and deposits
4) Increase the number of users in
5) Create custom fields for reporting and management

Learn more about these tips here: https://oal.lu/aYjye

I haven't posted for a while.... but I do love   Time, formerly TSheets. Learn how to use   Time to clock in and out, tr...
21/06/2021

I haven't posted for a while.... but I do love Time, formerly TSheets. Learn how to use Time to clock in and out, track specific items, and to request time off in less than 3 minutes: https://oal.lu/Ru5kl

We all can learn something from this great article written by my friend, . Thank you for your insight
20/05/2021

We all can learn something from this great article written by my friend, . Thank you for your insight

Growing your firm takes time, talent, and patience – but it also takes careful planning. Misty Megia, a frequent ProConnect virtual conference presenter, gives you many timely practice tips.

Love this article....I'm not sure I fit this mold, but have plenty of friends who do :)
27/04/2021

Love this article....I'm not sure I fit this mold, but have plenty of friends who do :)

Accountants and bookkeepers deserve recognition for the role they played during the pandemic.

More info on new legislation...
26/04/2021

More info on new legislation...

Get a deep dive from Robin Gervais, EA, NTPI Fellow, into the American Rescue Plan’s provisions for individuals and taxpayers.

And here we are again.....more relief, but hard to understand. Hope this helps.
23/04/2021

And here we are again.....more relief, but hard to understand. Hope this helps.

Get a comprehensive deep dive from Sarah Molouki, CPA, MST, into the effect of the American Rescue Plan Act of 2021 on businesses.

I'm not surprised to read that Intuit is one of the 100 best companies to work for. I've met a lot of Intuit peeps over ...
22/04/2021

I'm not surprised to read that Intuit is one of the 100 best companies to work for. I've met a lot of Intuit peeps over the almost 20 years I've worked as a contractor and honestly, it amazes me how most folks are happy with their jobs. Kepp up the great work

See what Intuit staff feels about the company during times of crisis, as well as the company's impact and influence in a year of unprecedented challenges.

General guidelines for all types of taxes....BUT - individual income tax returns deadline has been postponed until May 1...
02/04/2021

General guidelines for all types of taxes....BUT - individual income tax returns deadline has been postponed until May 17th ....BUT - not 1st quarter estimated payment. Beware!

Get a list of tax and compliance deadlines for April 2021.

There is always something new going on with QuickBooks Online. Here's the latest......   ’
29/03/2021

There is always something new going on with QuickBooks Online. Here's the latest...... ’

Check out the latest QuickBooks Online new and improved features to speed up your workflows, navigate through busy season, and help your clients.

Here's some tax relief....however, it does not extend time for estimated tax payments - at least yet :)   The IRS has de...
25/03/2021

Here's some tax relief....however, it does not extend time for estimated tax payments - at least yet :) The IRS has delayed the 2021 income tax filing deadline from April 15 to May 17! https://oal.lu/12etS

We all need help - even professionals!  With constant changes about Covid relief loans, many   find themselves confused ...
24/03/2021

We all need help - even professionals! With constant changes about Covid relief loans, many find themselves confused about where to turn for help. If you’re looking for answers to your EIDL and PPP questions, try these 5 resources: https://oal.lu/Eo5NZ

What is new in QBO? See the new features added in January in this article.    ’
28/01/2021

What is new in QBO? See the new features added in January in this article. ’

Ready to boost your workflow and efficiency with powerful tools and resources at your fingertips? Tap into these new QBO features for key solutions.

Who do you think is a top QuickBooks ProAdvisor? There are so many awesome people out there. Please nominate your favori...
20/01/2021

Who do you think is a top QuickBooks ProAdvisor? There are so many awesome people out there. Please nominate your favorites! (Not me - I was humbled to be named ProAdvisor of the Year, 2019) ’

Don't miss out on your chance to vote for the Top 100 ProAdvisors and ProAdvisor of the Year, who represent the best and brightest in the profession.

QuickBooks Online Payroll is changing. You may have already noticed...but everyone will be switched to a full service pa...
19/01/2021

QuickBooks Online Payroll is changing. You may have already noticed...but everyone will be switched to a full service payroll opportunity. Contact me if you have questinos. ’

Ready to help your clients grow and take your firm to the next level? Check out the exciting new features in QBO Payroll, based on your feedback!

There are a lot of good tips in here - some of which I've done already and others that I still need to do. Certainly con...
18/01/2021

There are a lot of good tips in here - some of which I've done already and others that I still need to do. Certainly contact me if you need any QB type of help.

Focusing on your tax firm’s front office is just as important as your back office. Implement best practice solutions with help from Darren Root, CPA.CITP, CGMA.

If your business's   loans were forgiven, you may want to read this guidance released by the IRS and the Treasury Depart...
14/01/2021

If your business's loans were forgiven, you may want to read this guidance released by the IRS and the Treasury Department on claiming deductions for expenses associated to PPP loans.
It's a wonderful outcome for those who received PPP loans

The new revenue ruling reverses old guidance from Notice 2020-32 and Revenue Ruling 2020-27.

Read here: https://oal.lu/dK8pg

People ask me why I like QuickBooks Online. This article gives you some insight to the power of QBO. That is not to say ...
12/01/2021

People ask me why I like QuickBooks Online. This article gives you some insight to the power of QBO. That is not to say I don't ever recommend or work with QuickBooks Desktop clients.....I do. I firmly believe there is a place for both products. Let me know if you have questions. ’

Whether you’re a long-time QuickBooks customer or just starting to think about using it for your business, here are 8 features you’re going to love in 2021.

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