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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Tax Season Recap

We know – the April 18th tax deadline has passed and right now you’re thinking, “Hallelujah! I can STOP thinking about taxes for a few months!!”

But before you put this year’s tax season in the rearview mirror,

Let’s Read more

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To Hire or Not To Hire?

Did you know that hiring a bookkeeper is A LOT cheaper and easier

 … than trying to DIY your finances and dealing with late tax penalties?

We know – it’s not exactly an unbiased claim but we can prove 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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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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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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Go Paperless!

So, AP kicking your tail? Hard to keep up with the bills, the due dates, the changes in pricing?  

Here are my favorite accounts payable tips to make this part of your business easier:

GO PAPERLESS

Most vendors offer 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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HELP- a note from our CEO, Kerry Postel

So, be honest – how many times have you been given unsolicited advice … by people who have absolutely NO business giving you advice?

Dog owners telling you how to parent your kids (because they think the same advice 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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Hey Siri, manage my books…..

Ever wish your bookkeeping + financial software was more like Siri? Especially for your business finance questions? 

Like, “Hey Siri – how can I reduce my business expenses?”, or, “Hey Siri – how can I increase my business’ profit Read more

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End of the Year, Check Up Time…

Check-up Time….

Do you know if your business finances are ready for the end of the year?

Follow up question: do you even know what exactly you need to do in order to … well, BE ready for the Read more

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Chart of Accounts (COA) What it is and Why it Matters

The Chart of Accounts (ie. COA) is so important to have good financial reports and to have the specific data that you need to make good business decisions. 

For instance, if you have a COA, and you have only Read more

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Refunds, Credits, and Sales Tax, oh my!

Ever needed to give a customer a refund … but then got to your Quickbooks software and had no idea how to account for it??

Honestly, we would be impressed if you got it right on the first try 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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BUDGETING Tips From Experts For Your Business

Want to learn a simple (and free!) strategy that will help make it WAY more likely for you to achieve your business goals?

It’s true – We just read a survey that 50% of small businesses who did this 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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