Human Advantages Over QuickBooks Tools

“Why do I need a bookkeeper?  If I’ve got QuickBooks and TurboTax, it’s basically just point and click, right?”

You aren’t the first person to ask that question

And we get it – it feels like EVERYTHING is automated Read more

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Bookkeeper vs. Accountant

“So why do I need a bookkeeper if I already have an accountant?  Don’t you guys do the same thing?”

Well – not exactly.

Here’s the easiest way to explain the difference:

A nurse’s relationship to a doctor

Is Read more

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The Miracles of Bookkeeping

“BUT WAIT! THERE’S MORE!!”

Remember that TV sales guy back in the early 2000s?  The one with the beard who was always yelling about the 𝘮𝘪𝘳𝘢𝘤𝘭𝘦 of OxiClean?

(Side note: what is it about those TV salesmen that made Read more

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How to Get Your Accounts Payable to Work for You

How would you like to lower the stress level in your business? 

 Then let’s talk about your accounts payables first.

I know, I know, it’s a lot more exciting and fun to talk about your new clients and the Read more

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Expenses: An Essential “Ingredient” In Every Business

They say that a good recipe starts with great fresh ingredients, right?

   Well, it’s the same with your business – if you want to create solid profit-making strategies, you need to start with clean up-to-date data.

And Read more

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The What If’s of Business Finance

𝗪𝗵𝗮𝘁 𝗶𝗳 𝗶𝘁 𝗱𝗶𝗱𝗻’𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗯𝗲 𝘀𝗼 𝗵𝗮𝗿𝗱? ️

Seriously – take a second to imagine what it would be like if your business finances weren’t so hard … or even – dare say! – easy:

 𝗪𝗛𝗔𝗧 𝗜𝗙 tax season was a 𝘀𝗺𝗼𝗼𝘁𝗵 𝗮𝗻𝗱 𝗲𝗮𝘀𝘆 process you finished early – and barely had Read more

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5 Steps To Manage Cash Flow

Ever wish you had a crystal ball when it came to the future of your business’ finances?

Something to answer questions like:

“Can I afford to hire 2 part-time employees during my busy season this spring?”, or

“When will Read more

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Get Your Money’s Worth! Things to Know When Pricing Your Products and Services

Do you struggle with picking good price points in your business?  You know what I mean – coming up with a price for your services or products that you know will *actually* be profitable?? 

If that sounds like you, Read more

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Understanding Tax Dates

Everyone knows about the big bad tax date, April 15th, right?

… But what about all the other “little” tax deadlines in between, like the estimated tax payments due every quarter?

In case you aren’t sure about this whole Read more

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5 Quick Tips On Business Bookkeeping

Don’t forget – the federal tax deadline is coming up on May 17th!  Is your small business’ bookkeeping up to date and ready for it?  

If you’re not sure, here are 5 quick tips on how to double-check – Read more

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BOOKKEEPING, DEADLINES, AND TAX TIME, OH MY!

Quick pop quiz!  Do you know how often you should be doing your small business bookkeeping? 

Is it:

(A) Every week?

(B) Every month?  Or

(C) Once a year in a panic when your accountant asks about it at Read more

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How to Properly Setup Payments in Quickbooks

Do you take credit card payments? Paypal payments?

If you do, AND you have Quickbooks, you likely know that the syncing of the payments and applying them to open invoices can be very cumbersome and often has many hitches Read more

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How to Properly Post and Manage Your Business Invoices

Sending out a new invoice for your business is exciting, right?

But when that new invoice isn’t paid on time … not so much. Late payments are a common problem that can really hurt your cash flow – so Read more

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4 Things to Consider When Applying For A Business Loan

Do you know what you need to do and provide when you apply for a business loan?

Or how important your bookkeeping is for that application? 

(It’s true – remember all of those SBA and PPP loans last year Read more

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How Have You Been Preparing For Your Taxes?

If you read our FB posts the last couple of weeks, you will know that we have talked about being prepared for your taxes. AND how some businesses’ taxes will need to be done by 03/15 instead of 04/15 Read more

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April the 15th…

Did your blood pressure spike just by reading that date? 

For many business owners, April 15th is associated with guilt, panic, and stress.

But what if didn’t have to be?  What if April 15th was just another Thursday, no Read more

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The Mingle Jingle…

If your business is doing the mingle jingle, it’s time to STOP! You know, co-mingling funds…. EEK! 

Everyone knows (or at least SHOULD know) that you need a separate bank account for your business finances.

But do you know Read more

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Understanding your P& L – like REALLY understanding it.

Do you understand what a Profit + Loss statement is, and why it’s SO important for your business?

We mean – REALLY understand? 

If not, here’s a quick rundown of why it matters, how to use it, and a Read more

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EXCITING FINANCIALS… Trust us!

“Let’s talk about your business financial reports…”

… Not exactly an exciting sentence, right? 

But you may be surprised at all the great information hiding in those long columns of dates, dollar amounts and invoice numbers.

For example, did Read more

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Bookkeeper, Shmookkeeper, What’s the big deal?

“Why do I need a bookkeeper?  I’ve already got a QuickBooks subscription – that’s enough, right?”

That’s a fair question.

And the answer is?

NO – QuickBooks alone is not enough.  You, and your business, need a great Read more

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