Author Archives: Jessica Berkley

How do I reconcile my bank accounts in QBO?

In the past, we have shared the importance of reconciling your bank accounts.  At this point, you know you should do them. However, if you are a QuickBooks Online (QBO) user, running a bank reconciliation seems time-consuming and overwhelming. How do you reconcile your bank account in QBO? While it is true that reconciling your bank […]

How do I close my books in QuickBooks Online?

How do I close dates in QuickBooks Online?

You are ready to provide your books to your tax professional and have your business tax returns prepared.  You want to know what you need to do in your QuickBooks (QBO) file to finalize the year. It is important to review your data for the year for accuracy.  But there is another step that you […]

QBO QuickTips: The QBO Dashboard

Garden The QBO Dashboard

You’re totally overwhelmed by QuickBooks Online (QBO). But guess what? You’re already doing the right thing. Asking questions about how to use it means you’ve made the good decision to move to cloud accounting. In this and coming articles, we will be discussing some of our favorite features in QBO and share some helpful tips […]

Four Steps to Increase Your Revenue

steps uphill four step to increase your revenue

Many business owners are anxious about the future. In previous articles, we discussed how cash flow management can help you take control of the cash during a crisis. However, how do you take control of your revenue? In this article, we discuss four steps you can take right now to increase your revenue.  1. Know […]

Forecast for Success

compass forecast for success

You work hard and your business is stable and growing, but in these uncertain times, it feels like no business is safe. Forecasting helps alleviate anxieties about the future security of your business. Our founder, Cindy Hovig, recently gave an interview on forecasting and how small business owners can benefit. Understanding Forecasting Jess: What exactly is forecasting?  […]

Working from home: How will it all work?

clock cogs working from home

This is the third part of our Working from home series.  In Where should you start?, we discussed how to quickly form a plan to transition your team to remote work, focusing on the needs that have the highest priority. In Which apps should you use?, we provided you with a shortlist of tools that […]

Prepare for Year-end: Know Your Deadlines

Updated April 27, 2020 “I love deadlines. I like the whooshing sound they make as they fly by.”  – Douglas Adams I have to agree with my good pal Doug here – keeping track of deadlines is hard! For some business owners, it’s a full-time job. You have project deadlines for customers, payroll deadlines for […]

Don’t Fire Your Bookkeeper! Options When Cash is Tight

When small business owners are struggling with cash flow, often the first inclination is to bring outside services in-house, including their bookkeeping and accounting services. When cash is tight, this may seem like an effective strategy. But is it? Paying someone internally to manage your books can actually be more costly long term. For example, […]

What can I do to prepare for year-end?

Clock Prepare for Year End

It’s time to begin thinking about year-end! Can you believe it? What do you see as your greatest accomplishment this past year? With the year-end approaching, we often get asked several questions on how to get ready. We thought this year we would provide a short Q&A list to help prepare for Year-End.  Why do […]