Human Advantages Over QuickBooks Tools

“Why do I need a bookkeeper?  If I’ve got QuickBooks and TurboTax, it’s basically just point and click, right?”

You aren’t the first person to ask that question

And we get it – it feels like EVERYTHING is automated Read more

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Collecting & Filing Sales Tax for Your Business

“So do I need to worry about collecting & filing sales tax for my business? And if so – what percentage or amount do I need to charge?”

Hoo boy – this is actually a surprisingly complicated question

Here’s Read more

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Go Paperless!

So, AP kicking your tail? Hard to keep up with the bills, the due dates, the changes in pricing?  

Here are my favorite accounts payable tips to make this part of your business easier:

GO PAPERLESS

Most vendors offer Read more

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How to Properly Setup Payments in Quickbooks

Do you take credit card payments? Paypal payments?

If you do, AND you have Quickbooks, you likely know that the syncing of the payments and applying them to open invoices can be very cumbersome and often has many hitches Read more

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How to Properly Post and Manage Your Business Invoices

Sending out a new invoice for your business is exciting, right?

But when that new invoice isn’t paid on time … not so much. Late payments are a common problem that can really hurt your cash flow – so Read more

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3 Ways in Managing Paypal in Quickbooks

Do you use PayPal to accept payments in your business?  If so, you probably already know what a headache it can be trying to connect it to Quickbooks (never mind trying to manage the transactions) 

Don’t worry – it’s Read more

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Refunds, Credits, and Sales Tax, oh my!

Ever needed to give a customer a refund … but then got to your Quickbooks software and had no idea how to account for it??

Honestly, we would be impressed if you got it right on the first try Read more

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Bookkeeper, Shmookkeeper, What’s the big deal?

“Why do I need a bookkeeper?  I’ve already got a QuickBooks subscription – that’s enough, right?”

That’s a fair question.

And the answer is?

NO – QuickBooks alone is not enough.  You, and your business, need a great Read more

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Tracking and Managing Receipts: Yep. There’s an app for that.

Maybe your system of storing receipts is great. Maybe it’s perfect. OR Maybe, just maybe, it’s like the episode of Seinfield where Jerry’s audit hinges on one missing receipt for $50 and it is nowhere to be found.

{For Read more

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To Outsource or Not?? ….. The million-dollar question.

As a business owner, you have many things to consider when making choices revolving around your accounting.

  • What system will you use?
  • What accounting basis is best for your business?
  • Will you use a fiscal or calendar year?
  • Are Read more
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