Category: Processes

The Importance of Bank Reconciliation

The Importance of Bank Reconciliation

Accurately recording your numbers will significantly increase your business’s likelihood of success.  But how do you know your numbers are truly accurate?  Reconciling.  Is your bank account reconciled? Read on to find out why this 5-minute task is a...

read more
Planning a Vacation

Planning a Vacation

The life of an entrepreneur can sometimes be romanticized. Many, like me, get to work from home ( in their PJs if they so choose).  You get to make your own schedule.  You can travel whenever you'd like, right?  Well yes….you can travel,  But can...

read more
Check Yourself

Check Yourself

Your financials should serve you further than just tax compliance.  They can be useful tools in making business decisions.  BUT, your numbers need to be accurate.  This goes beyond just entering the transactions and reconciling.  So, how can you...

read more
Managing Your QBO Bank Feed

Managing Your QBO Bank Feed

The beauty of using QBO is automation but as we know technology is only as good as the person using it.  If you DIY your bookkeeping, you may find data entry (and the reconciliation of those entries) a bit frustrating.  Read on for a few tips and tricks to...

read more
Receipts

Receipts

Prevent a Receipt Disaster In my effort to be paperless, I find the task of keeping receipts slightly annoying.  As a bookkeeper, however, I know the importance of keeping this documentation.  Receipts provide details necessary to categorize and capture...

read more