If you’ve worked with us for any amount of time, you have heard about the importance of reconciling your business bank and credit card accounts. Here we walk through the steps to reconcile your bank accounts in QuickBooks Online.
Read More
Have you been wondering what’s deductible and what isn’t when it comes to meals and entertainment in your business? Well, grab your favorite drink, and let’s see if we can bring some clarity to this confusing topic!
Read More
HoneyBook is an “all-in-one project, invoicing and payments management tool.” We like to explain that this tool takes care of all the “money in” pieces of your business. But you will still need an accounting tool, like QuickBooks Online, to take care of the other half, the “money out” piece. Let’s set them up to play nice together!
Read More
The end of the year is one of the most common times for a small business to give bonuses or gifts to their employees, and this year is no exception.
Of course, there are some rules that do need to be followed when giving bonuses or gifts to employees.
Read More
A few weeks ago, I had a phone call with Eilis, a Content Marketing Manager at Method. I have been using their CRM for over the past year in my business and have been pleased with the results!
We talked about how I use the tool, why I decided to use Method:CRM over other CRM options that are available, and what I thought was its best feature!
Read More
I was recently asked the following question by a group of bright-eyed and bushy-tailed entrepreneurs:
Can my business accept payments through my Venmo or Cash App account?
My short answer was, “No, I wouldn’t.” – But why not?
Read More
After meeting with clients and walking through the QuickBooks training, I am often asked, “So what do I need to do every month?” Even small business owners who aren’t my clients ask this question! As a business owner, we often wear all of the hats, and keeping up on the bookkeeping can seem like a daunting task.
Read More