Category Archives: Business Finance

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

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2017 YEAR –END REVIEW AND PLANNING

By now you probably have a good idea of your year-end numbers.  As you look back over your year, take the time to list what worked – and what didn’t. Here are a few recommendations to help you review 2017 … Continue reading

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DETERMINING YOUR MOST PROFITABLE SALES

It’s time to review your sales to see where you were most profitable in 2017 and see what if any changes you’ll make for 2018.  When looking at profitability, there are a few different factors you can review using QuickBooks. … Continue reading

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Tracking Use Tax

If you have to collect sales tax, then chances are your report form asks you about use tax.  Use tax is a sales tax on purchases taxable in your state but for which you were not charged. An example would … Continue reading

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Cash flow tools in QuickBooks

Many businesses find that sales are sometimes slower in July and/or August- spring projects are complete, people are on vacation… That can mean a slowdown in cash flow.  Here are 5 tools in QuickBooks that can help you monitor your … Continue reading

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How Fast Can You Be Back Up and Running? Seven Areas Often-Overlooked in Backups

Between storms and malware, many are learning the importance of backups and access.  Hopefully, you’re already making backups of your data on a regular basis.  It’s simple to set up data backups automatically and then forget about them until you … Continue reading

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Is Your QuickBooks File “Insured”?

Is Your QuickBooks File “Insured”? Computers and software are great when they work. But if your computer crashed or your QuickBooks file was corrupted and unusable, do you have a recent backup of your QuickBooks data file? Recreating data is … Continue reading

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Have You Been Hacked? How to Minimize Your Risk

Just about every day, we read in the news that another company has been hacked – including the big companies, like Home Depot and others.  Perhaps might have had your own social media account, email, website, network, or computer hacked. … Continue reading

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Protecting Your Business From Fraud

How safe is your business from fraud?  While many worry about someone hacking into their systems, you’re more likely to experience embezzlement by a trusted employee.  About 28% of small businesses have this unfortunate experience, including a few of my … Continue reading

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Better Business Decisions by Customizing QuickBooks’ Reports

Whether you’re a contractor, wholesaler, non-profit or some other service professional, reports are crucial to monitoring your cash flow and profitability.  When I work with clients, I often recommend changes in their setup and changes in their data entry.  While … Continue reading

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