More about Kathy Jastrzebski
Kathy Jastrzebski is a manager with CLA’s Intacct team. CLA is an Intacct Premier Partner with a partnership that spans over 20 years and more than 1,000 successful implementations. Kathy brings five years of accounting experience along with seven years of Sage Intacct implementation experience. Along with her accounting experience, she has a passion for leveraging technology to lead finance teams worldwide through system implementations with a mission of increasing department efficiency through business process improvements.
Blog Posts by Kathy Jastrzebski:
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24-Month Trial Balance in One Click
If you had the option to: A. Run a trial balance 24 times for each of your locations (all those clicks will surely lead to piano fingers). Or B.
Sacrifice the piano fingers to run a single report, with each of the 24 periods as columns. Which would you choose? In this post we’ll walk you through the steps to build this report. Then, sign up for our complimentary February webinar on Sage Intacct’s financial report writer. -
Sage Intacct Non-Profit Board Book
The Non-Profit Board Book is now free. Learn what’s included and whether it will work for your Intacct company.
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Sage Intacct: Out of Office
Everyone’s least favorite part of returning from holiday? Wading through emails and the work that has accumulated. But there’s a few things in Intacct that can help make your holiday and the return to work a little more enjoyable. So, before you turn on your out of office reply, read through our tips for enabling delegation in purchasing and journal entries, and signing checks virtually.
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What’s New in Sage Intacct: Release 3, 2021
Did you miss the two new dashboard components that debuted with Release 3 2021? Or maybe the new spacer column now available in financial reports? Check out what’s new and noteworthy in Release 3 2021 in this blog post. Then sign up for our remaining 3 webinars on SIBP, 1099’s, and month-end for the modern accountant.
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Month-End Checklists in Sage Intacct
Is your month-end close process chaotic? While this may be part of your month-end ritual now, we’ve compiled a month-end checklist and paired it with Intacct’s newly released (R1 2021) checklist functionality to help you and your accounting team transform month-end into a well-orchestrated operation. We’ll walk through how to create a month-end close checklist in Sage Intacct. And, because new feature user adoption is always half the battle, we’ll show you how to add it to a month-end dashboard for easy accessibility.
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Is It Time to Scale Beyond Quickbooks?
By: Joseph Sabella, Client Opportunity Director
For many new businesses, QuickBooks is an excellent entry-level accounting software choice. It is straightforward, easy to learn and provides basic functionality that will satisfy the needs of most small businesses.
However, QuickBooks is not designed to scale as you experience growth, forcing most finance teams to rely on work-arounds and spreadsheets to cope with QuickBooks limitations. Over time, this can have a negative impact on your business.
Learn about the signs you may be outgrowing Quickbooks and register for the March 11th webinar to hear from finance leaders at SalesHood as they discuss their journey.
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Tracking Corporate Credit Cards in Sage Intacct
Do you find yourself delaying your monthly close until credit card charges are posted? Or maybe you find yourself wondering why monthly reports take so long to be delivered? The culprit is often corporate credit cards. Learn how to optimize the process with Sage Intacct and join our webinar on February 23rd.
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Internal Controls with Sage Intacct
What’s the only kind of work that becomes easier in our COVID/remote work world? Fraud! Over the last 10+ months, non-profit organizations have made a seismic shift in operations to continue to meet their mission and overcome COVID related challenges. Most finance offices had to quickly adapt to ensure this shift was successful. Unfortunately, in many cases, adapt really meant skip internal controls which opens the door for all kinds of fraud. Luckily, there are simple solutions to get back on track.
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Tips for a Smooth Year-End in Sage Intacct
With the end of 2020 quickly approaching, we’ve compiled a checklist to help your accounting team efficiently and painlessly maneuver through year-end and prepare for the New Year ahead with Sage Intacct! Read on for our 11 tips for a smooth year-end.
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Updating Vendors for Form 1099-NEC
Now that Release 3 is here, Sage Intacct has added form 1099-NEC box 1. While form 1099-MISC box 7 will remain as an option in Intacct until R4, it will eventually be replaced entirely. Get ahead of this upcoming change by following the steps in this blog to both update vendors and their existing 1099 balances.