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 ...
The last months of the year is a busy time for most businesses. Not just with the approaching holiday season, but preparing for year end as well. To help you get to the finish line, here are some ...
Want to ensure your QuickBooks (QB) file aligns with your tax return? The best practice is to enter into QuickBooks your accountant’s adjusting journal entries If these aren’t available, we recommend ...
I'm often asked, "Do I need to keep my receipts for you, my bookkeeper, or are my bank and credit card statements saved through my financial institution enough? If I'm audited, can't the auditors ...
Trouble with a reconciliation discrepancy? Don’t worry! If your opening balance doesn’t match your bank statement, it may be due to one of the following common issues: A previously reconciled ...
A common first task for many of the new clients that engage BudgetEase is catching up their QuickBooks file to date. Often times, it has been years since a reconciliation has been done, principle and ...
Intuit has aligned with a bank called Green Dot to provide QuickBooks Online users with an integrated checking account. This account, called “QuickBooks Cash and Envelopes,” is designed to house ...
Recently I converted a client from Sage Accounting software to QuickBooks Online. It was a learning experience that I thought would be beneficial to share. There are important steps to take when ...
How are you doing now that spring has sprung? Feeling lighter, brighter and refreshed? We hope both you and your business are bouncing along nicely into Spring. How do you know if this year will ...
A year ago I fell, hurt my knee badly, and needed a cane to get around. I set about managing my own recovery using old physical therapy techniques (learned from prior injuries) to mend my knee. Fast ...
