As small business owners, we’re constantly striving for growth and success. But in the midst of managing day-to-day operations and navigating challenges, it’s easy to lose sight of our long-term goals. That’s where accountability partners come in – they provide support, guidance, and motivation to help us stay on track and achieve our objectives. If […]

📊 Small business owners,  Communication is key to ensuring that your bookkeeper is informed about all aspects of your business—whether it’s growth strategies, goals, or organizational structure— which can unlock a higher level of service and pave the way for strategic planning and success. Your bookkeeper can be more than just a number cruncher—they’re a […]

📊 Small business owners, here’s a word of caution when it comes to adding new General Ledger (GL) accounts from your QuickBooks bank feed: tread carefully! While QuickBooks offers the convenience of adding GL accounts directly from the bank feed, it’s essential to approach this feature with caution and discernment. Adding GL accounts should be […]

As small business owners, we often find ourselves wearing multiple hats and juggling countless tasks on a daily basis. While it’s tempting to try to do it all, the truth is that spreading ourselves too thin can hinder our productivity and hold back our businesses from reaching their full potential. That’s where delegation comes in […]

Relying solely on QuickBooks to automatically code bank transactions in the bank feed may pose risks to your financial accuracy and clarity. Here’s why: While QuickBooks Online (QBO) aims to streamline your bookkeeping processes, its automatic coding feature can frequently oversimplify transactions. For instance, it may default to using the same category for check number […]

Running a small business often means juggling multiple roles and responsibilities, from CEO to customer service representative to marketing manager and beyond. While wearing many hats can be a badge of honor, it can also be a major source of stress and overwhelm. As small business owners, we often feel the pressure to do it […]

📊 Attention small business owners: timely documentation is the cornerstone of effective bookkeeping! First of all – providing information allows your bookkeeper to be effective in managing the books. The longer the delay in providing the documentation to your bookkeeper, the longer the delay in completing the monthly financials so they can continue to add […]

📊 Are you using the customer invoice function in QuickBooks Online? Have you noticed that it adds a bit of complexity to your bank reconciliation? Let’s delve into this QBO Accounts Receivable function. It’s true that invoicing your customers directly from QBO makes it much easier to track cash receipts, follow up with past-due clients, […]

📊 Small business owners, it is extremely important to ensure that the scope of your bookkeeping engagement is wide enough to meet your business needs. Bookkeepers play a critical role in helping you stay compliant, maintain accurate financial records, and make informed decisions. However, it can be challenging for bookkeepers to provide effective services if […]