Blog

All posts by Shuyi Shang

Bento Customer Spotlight: A Business (Model) that Delivers

By | Business Growth, Customer Spotlight, Growth, Small Business

Welcome to our new blog series: Bento Customer Spotlight! Each installment features a current customer who shares their story of how they built their business, and how Bento plays a part in their success.   Whether he realized it or not at the time, Daniel Hernandez spent most of his life preparing to launch his current business, Santa Cruz Deliveries, which he co-owns with his brother Gerardo and his friend Annie. We sat down to…

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Bento for Business Partners with Cast & Crew to Reimagine Digital Expense Management for Entertainment Industry

By | Company News

Chicago, Oct. 17 2018—Bento for Business, a provider of financial management solutions, today announced a partnership with Cast & Crew, a provider of payroll and human resources, accounting and financial, and workflow and productivity software and services to the entertainment industry. Powered by Bento for Business, Cast & Crew has now added a debit purchasing card and expense-management solution to its existing suite of production accounting solutions, anchored by PSL+ software. Traditionally, the business and…

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Bento for Business Appoints Billtrust’s Flint Lane to Board of Directors

By | Company News

Distinguished CEO brings extensive fintech and business services expertise to Bento, as company prepares for next stage of growth. Chicago, Oct. 9 2018—Bento for Business, a leading provider of financial management solutions for small and midsize businesses, today announced that Flint Lane has been appointed to the company’s Board of Directors. The appointment reflects Bento’s expansion and continued growth across commercial payments, treasury management and business banking services. As founder and CEO of New Jersey-based…

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17 Red Flags Your Client Is Hiding Something

By | Accounting, Education, Finance, Small Business

Part of the job of any bookkeeper or tax preparer is to keep an eye out for fraud. Ignoring warning signs in a client’s finances could leave you on the hook for charges related to tax fraud, which could lead to fines, loss of your license to practice, and even (in extreme cases) jail time. But what exactly counts as a “warning sign?” Some are pretty obvious and some are more subtle. Here are 17…

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Scaling New Heights… of Inspiration and Community

By | Accounting, Company News, Finance, Marketing

by Shuyi Shang, Accounting Community Manager at Bento for Business   Last month I attended Scaling New Heights, a popular conference in the accounting industry. The theme was “Tame the Machines,” but what struck me most was the people I met there. And more to the point, I was inspired by how passionate they were about their work and the people they serve. So inspired, in fact, that I wanted to capture some of what…

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Worst Productivity Advice for Solo Practitioners

By | Accounting, Business Growth, Growth, Small Business

by Shuyi Shang, Accounting Community Manager at Bento for Business   A lot of productivity advice out there is written for business owners with at least one employee or startup founders out to create the next life-changing app. Plus, there’s a lot of advice floating around out there. Not all of it applies to solo practitioners happily providing a valuable service like bookkeeping or tax prep. Here are some of the worst tips I’ve seen…

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23 Resources that Fuel the Most Effective ProAdvisors

By | Accounting, Growth, Small Business

by Shuyi Shang, Accounting Community Manager at Bento for Business   If you’ve been in business longer than five minutes, you’ve realized that succeeding as a ProAdvisor isn’t just about being a stellar bookkeeper or accountant. You’ve also got to be able to sell, set prices, schedule appointments, keep your client pipeline full – and more. Wearing so many hats can eat away at your actual accounting work until you feel like you’re barely doing any…

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Keep your receipts! Credit and debit card receipts are still important

By | Accounting, Education, Guest Post

Stephanie Thomas is a certified public accountant (CPA) with expertise in state and local tax (SALT) issues. She wrote this guest post on why it’s important for you to keep a good record of your receipts. Picture it! The time: Tomorrow. The place: Anywhere, USA. A taxpayer is being audited by a state taxing authority. Everything is in order except for one thing: the auditor wants you to prove that sales tax was paid when your…

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5 Things Sole Proprietors Should Automate or Outsource ASAP

By | Accounting, Business Growth, Small Business, Software, Strategy

by Shuyi Shang, Accounting Community Manager at Bento for Business   One of the topics that comes up most when I talk to our CPA and accounting clients is time: they want more of it. But the universe is stingy. So I decided to ask some people who always seem to get stuff done on time what they recommend. Turns out, it’s two things: automation and outsourcing. Here are five things you can automate or…

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The Post-Tax-Season To-Do List that Will Transform Your Practice

By | Accounting, Business Growth, Small Business

Tax season’s in the rearview mirror, which means a lot of us are breathing a sigh of relief and enjoying some well-deserved down time. That’s great. But before you jump back into business as usual, it’s important to take some time to reflect on your business – especially if this past tax season made you want to pull out your hair. Most solopreneurs don’t make time to do this because they’re so busy keeping up with…

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