Client Services Archives - The Minerva Group

Periodic Budget Review

Kris Byers — Thu, 19 Jun 2025 20:48:20 +0000

If a client’s engagement includes monitoring performance against a budget, these steps show what that process might look like. This is not a ‘one size fits all’ solution – but an example of what this process might look like. Make adjustments as may be appropriate for each situation. Schedule budget review meeting with client. Create […]

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Users and New User Role in QBO

admin — Wed, 11 Jun 2025 19:18:50 +0000

In order to add a new User or Role, you must of Company Admin rights. If you do not see the “Manage Users” options int he gear icon, please message Joseph or Kris to get your permissions update or give them direction as to who/what needs to be update for the client. Adding/Updating a User […]

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Sales Tax Reports / Payments

Kris Byers — Thu, 24 Apr 2025 20:47:19 +0000

For clients whose Engagements include the processing of sales tax reports and payments… Sales Tax projects and due dates should be documented in Financial Cents. Some sales tax reports are due monthly and some are due quarterly. Other schedules are less common but could exist. Verify with new clients what is due and when. Proper […]

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