The Basics
What a bookkeeper actually does at month end
The quiet ritual that separates books you can trust from books you merely have, explained pass by pass.
Read the guide: What a bookkeeper actually does at month endThe Blog
Plain answers about keeping books.
Guides and articles from the practice on bookkeeping, QuickBooks, cash flow, and running a small business, written the way we talk with clients. Forty posts, going back to 2016.
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Three guides worth reading first.
Short, practical, and written for owners who want the useful version.
QuickBooks
Moving off QuickBooks Desktop without losing your history
What is at risk in the move to QuickBooks Online, and what a proven, careful conversion looks like.
Read the guide: Moving off QuickBooks Desktop without losing your historyWarning Signs
Five signs your books are quietly falling behind
From bank app accounting to the annual tax scramble: the early signals that the books are slipping.
Read the guide: Five signs your books are quietly falling behindAll Posts
Everything in the archive, newest first.
Posts from earlier years carry a note with their original date, since software features and tax figures change over time.
Showing all 37 posts
The Essentials of Financial Management for Medical Practices: Bookkeeping, Compliance, and Strategic Planning
In the world of medical practices, financial management goes far beyond handling day-to-day transactions. From staying compliant with ever-changing…
The Financial Blind Spots That Could Be Sinking Your Construction Business – and How Bookkeepers Can Save It
In 2024, small construction companies face increasing competition, rising costs, and complex project demands. To navigate these challenges, many…
5 Reasons Why Your Bookkeeper Should Be Your Most Trusted Partner in 2024 (Here’s What Medical Practices Gain)
In 2024, the role of a bookkeeper has evolved far beyond managing basic financial records. For medical practices, a skilled bookkeeper can be one of…
Don’t Fall Behind: Why Cloud Bookkeeping Is Critical for Construction Success in 2024
In 2024, the construction industry faces growing complexity and competition, especially for small construction companies looking to stay ahead…
The Ultimate Guide to Professional Bookkeeping for Doctors in 2024: How It Will Revolutionize Your Practice and Cut Costs
In 2024, the landscape of healthcare continues to evolve rapidly, and along with it, the business side of running a medical practice becomes…
What you need to know before outsourcing your books
In the world of business, bookkeeping is a necessary evil. It's not something you want to spend your time doing but it has to be done. There is no…
Tax Tips For Small Businesses
There is a common misconception that everyone goes out of their way to minimize their tax burden. In
Differences Between Gross And Net Profit (And Why Neither Matter Unless You Get Paid
Wondering if you’re doing everything you can to boost revenue and cut costs? Or if your business is actually more profitable this year than it was…
Eight Things Your Invoice Needs In Order To Get Paid Faster
So you’ve set up your business and sold some products and services. Now, you have to send an invoice to collect your payment. But what should you…
How Cash Flow Forecasts can Help You
Managing cash flow is a vital part of running a successful business. Some business owners think managing cash flow simply means keeping track of how…
Why Bookkeeping is crucial to your success
Keeping track of sales, earnings, expenses, and purchases is fundamental to the overall health and sustainability of your business. Effective…
Four Payment Options Your Business Should Consider
When customers make a buying decision, they’re not just considering the quality and price of your products or services, they’re also evaluating the…
How To Hire An Excellent Bookkeeper For Your Business
“Outsource your weaknesses.” So says start-up guru, Sujan Patel, when advising small business owners to get outside help for tasks like payroll and…
Ten Money Saving Tips For Freelancers
While working at home as a freelancer sounds like the ultimate dream for anyone who tires of the rat race, freelancers still have more than their…
How to Strengthen your balance sheet
Your balance sheet reveals a great deal about your business, including the total value of
What do I do if I get audited?
No business owner looks forward to a letter from the taxman requesting a closer look at the books.
Why should I separate personal and business expenses?
One of the hardest things for clients is to keep personal items out of their business accounts. Although it may seem like a headache to keep them…
Prepare a business plan for COVID-19 recovery (free template included)
You probably didn't factor a global pandemic and national lockdown into your business plan! So now is definitely a good time to revisit your business…
Five ways to increase your profit
For many small businesses, the best way to improve profitability is to increase turnover, as there’s no limit to sales but there is a limit to how…
3 Things Not to Send to Your Clients
We’ve spent this month talking about the things you should be doing to win and increase repeat business. Namely, we’ve been talking about the…
3 Ways to Increase Repeat Business at your Small Firm
Increasing the number of clients at your small firm that utilize your services two, three, or even more times can have a significant impact on your…
3 Ways To Boost The Lifetime Value of Clients
Recruiting more clients isn’t the only way you can increase the revenue flowing into your firm. You can also boost the amount of money you get paid…
3 Benefits of Regularly Communicating With Clients
Maybe you’re wondering why your clients aren’t paying you on time. Or maybe you can’t figure out why you get all kinds of business, except for repeat…
Mitigating Damage From Future Disasters
The extent and depth of the damage caused by Covid-19 were unexpected. The fallout from the impact of the virus will likely echo into the months and…
Work In The Time of Covid-19
At the time of this writing, the world is in the grips of the novel coronavirus known as Covid-19. Hundreds of thousands are ill, economies have…
Working From Home
Covid-19, also known as the novel coronavirus, or just “coronavirus,” has swept through the world with blinding speed. Hundreds of millions across…
When is my 1099 due?
So, you’ve used the services of a couple of 1099 contractors this year and you’re wondering about who must be issued a 1099 form and who needn’t…
Why Choose a Remote Bookkeeper for Small Business?
In any business, a capable bookkeeper is an essential asset to have. Large corporations often have an entire team of bookkeepers in-house to deal…
The Future of Efficient Bookkeeping is Cloud-based
When managing a business it’s always essential to have the most powerful and efficient tools by your side to make sure that your operations run…
How to charge late to get paid faster
Studies have shown that customers charged a late fee are 55% more likely to pay on time in the future. I can show you a way to make attaching late…
The most common business mistake that is hurting your cashflow
This week’s #MoreMoneyMonday is about a common business mistake that can keep your clients from paying you promptly. Did you know waiting more than 7…
Make More Money Monday!
As a Cash Flow Advisor, I help my clients manage this vital element of their business. I’ll be sharing some weekly tips to help run a more efficient…
10 Common Accounting Mistakes Business Owners Make
Time is definitely not on the side of the small business owner, especially when there may be daily fires to put out. Suddenly, months have passed…
IRS Tax Limits going into effect for 2017
The IRS released 2017 adjustments to more than 50 tax provisions as well as providing updated tax rate tables for individuals, estates and trusts…
An Accountant’s Perspective: Is Your Business in the Black or Just In The Dark?
Today, we’re sharing the unique perspective of Stacy Kildal. Stacy is an Advanced Certified QuickBooks ProAdvisor® and a member of Intuit’s®…
QuickBooks® Online New Features and Improvements – December 2016
December has seen a number of big changes for QuickBooks® Online (QBO), including a number of new features and functions to help users get paid…
How to Compete and Win: Brad Smith Shares His Unique Perspective on the Future of Small Business
There has been much debate recently on the state of the economy, but there’s one thing no one can argue with – small businesses are the true engine…
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