Monthly Archives: January 2018

Working With Customer Deposits (or Prepayments)

Do you take deposits up front from clients? Whether you’re in the construction industry, landscaping, trades or some other type of business, deposits up front help cash flow and enable you to pay employees and purchase materials for the job.  … Continue reading

Posted in Business Finance, Cash Flow, Features, Job Costing, QuickBooks | Tagged , , , , , , | Leave a comment

Profit Planning with QuickBooks Budgeting Tools

Our last article discussed the benefits of using QuickBooks to help you in your “profit planning” by taking advantage of the budget tools in QuickBooks.  So now you’re ready to use create your  budget in QuickBooks – great! Select the … Continue reading

Posted in Business Finance, Cash Flow | Tagged , | Leave a comment

Profit Planning for 2018

In previous articles, I’ve discussed reviewing your existing sales and profitability to see if you wanted to make any changes.  Now it’s time to plan for your new year and profitability. Many of you may have already worked on a … Continue reading

Posted in Business Finance, Cash Flow | Tagged , , , , | Leave a comment

QuickBooks Year-end Checklist

There’s lots that needs to be done at the end of the year to get your books ready for taxes. Here’s a list of to help you; those who have been diligent about bookkeeping will find this list will be … Continue reading

Posted in Payroll, QuickBooks, Year End | Tagged , , , , , , , , , , | Leave a comment

QuickBooks Setup for Success

It’s the start of a new year and for many, this is the time to make changes to your QuickBooks before your season gets busy. There are 4 major areas I consider when working with contractor clients: Software – So … Continue reading

Posted in Business Finance, Features, Job Costing, QuickBooks | Tagged , , , , , , , , , , , , , , | Leave a comment