It’s nearing that time of year when it’s time to review how this year went and begin making goals and budgets for next year. These 5 steps make it easy to pull your information together so you can spend more time planning for next year.
Read more →
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. So here are some checks and balances you can put into place both in procedures and in QuickBooks to limit opportunity for theft or discourage most employees from even trying.
Read more →
All businesses have ebbs and flows in their business and depending on your business, sometimes there’s a big difference between the highs and lows. Today I want to discuss two products that might be useful in navigating through the fluctuations.
Read more →
Most businesses have peaks and valleys, so business owners find monitoring cash flow is always important. Here are 5 tools in QuickBooks that can help you monitor your cash flow.
Read more →
Getting invoices done quickly not only brings payments in faster, but the improved productivity an also reduce your overhead. Here are 8 ways to quickly create invoices in QuickBooks
Read more →
You’re busy, you have information you need to see, but don’t want to spend all day getting it. Especially during your busy season! Here are 5 ways you can view multiple reports quickly
Read more →
While there is so much you can do with QuickBooks, there are still times when an add-on product offers features not found in QuickBooks – or with the same level of functionality. I will put these in 3 “buckets” – invoicing, collections and cash flow.
Read more →
Do you take payment up front from customers when starting a job? 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. While there are different ways to handle this scenario, not all of them are correct from an accounting perspective. The results can be misleading information or confusion for the bookkeeper or customer. Here’s the method I recommend for handling prepayments in QuickBooks.
Read more →
Have you looked at your payroll options recently? Although changing your payroll option can be a pain to change, it is worth evaluating from time to time to make sure you’re getting the payroll option best suited to your business needs. And since Intuit recently released some new offerings late 2019, this might be the perfect time to start evaluating!
Read more →
