Category Archives: General Business

Do I need to save receipts?

For most every purchase, you receive a receipt, either paper or electronic. They pile up and you do not know what to do with them. Do you really need to save all your receipts?  In short: a resounding YES. While saving every receipt may sound tedious, the advantages far outweigh any inconvenience. Here are some […]

Creating a Budget During a Crisis

During these challenging times, why even try to tackle a budget? It may sound strange but having a budget contributes to your peace of mind. With so many unknowns, creating a budget can help you feel more grounded and aware of what your financial situation actually is. Essentially when you create a budget you are […]

New Year – New You: Setting Goals in 2020

It is hard to believe that we have just embarked on a brand new decade. I don’t know about you but I cannot say or think about the year 2020 without thinking about vision. Seeing clearly is, of course, very important to our day to day life. It is also essential that you have a […]

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 […]

Tools of the Trade

Most professions have “tools of the trade” that they use, and bookkeeping is no exception.  I was recently reminded of how I love talking about and using such tools while attending the QuickBooks Connect accounting technology conference in San Jose in November.   One of my favorite things to do at such conferences is to find […]

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, […]

Why Hire a Bookkeeper?

You have done it!  You started a business and now you are considering hiring a bookkeeper. You might be asking:  What benefits are there if I hire a bookkeeper? Would you like to have more time? Would you like your records to always be current?  Would you like your records to be accurate? And is […]