
One of the key benefits of working with a bookkeeping professional is the opportunity to conduct a Monthly Financial Review after the month-end close. These meetings provide valuable insights into ...
Aug 21, 2023 11:03:00 AM
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Regularly, we receive requests to have books “investor ready” and we can help you, too. What exactly does investor ready mean? When you're seeking investment in your company, you need to be prepared ...
Dec 5, 2022 11:40:10 AM
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We are routinely contacted by small business owners who have made errors in their QuickBooks files. Mistakes range from not too bad to downright scary for the average business owner or inexperienced ...
Oct 25, 2022 12:33:26 PM
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We receive a lot of interesting questions about deductions. Recently, the deductibility of a pet was a topic of conversation. The scenario is a dog who “works” alongside his person who happens to be ...
Apr 18, 2022 1:18:33 PM
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Need professional reports for your banker, directors, or investors? The Management Reports feature in QuickBooks Online (QBO) offers a simple yet powerful way to create polished financial statements.
Jan 10, 2022 2:15:00 PM
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In short, yes. It is recommended that small businesses reconcile their accounts at least monthly, although some small businesses reconcile daily for cash flow reasons. This step-by-step video shows ...
Jan 5, 2022 12:15:00 PM
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Bookkeepers are an integral part of your financial process. They do the heavy lifting to keep your financial information up to date and correct.
Dec 16, 2021 11:00:00 AM
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It can be confusing for small business owners to determine what professional service is needed. Typically, more than one service is necessary. Below are the differences in professional services ...
Dec 1, 2021 11:30:00 AM
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In 9 out of 10 clean-up projects we handle, mismanaged undeposited funds are a major issue. Often, thousands of entries are hidden in the background, leading to overstated income and giving clients ...
Oct 19, 2021 1:29:09 PM
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If you pay employees biweekly but recognize income monthly, your revenue won’t align with the expenses that helped generate it. This causes your income statement (P&L) to understate expenses in ...
Jul 20, 2021 11:30:00 AM
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