There’s a moment I’ll never forget—a turning point that reshaped everything for me. I had just finished cleaning up three years’ worth of financial records for a small-town automotive repair shop. The books were messy. The software was clunky. Nothing lined up. But I dug in, fixed the cost of goods sold, reconciled the […]
02
Jun
Jun
Finding the right bookkeeper or accountant can feel like looking for a needle in a haystack—especially if you’re not sure what to ask or where to start. Over the years, I’ve learned that the questions you ask are as important as the answers you get. And with tools like ChatGPT at your fingertips, you can […]
28
May
May
Bookkeeping Services: Pricing and Value for Every Business When it comes to bookkeeping, one size doesn’t fit all. Your business’s size, structure, and level of complexity all shape what you’ll pay and what you’ll get in return. Let’s break it down so you can make the right decision for your business—one that’s both cost-effective and […]
27
May
May
From Check Registers to QuickBooks: How Childhood Sparked My Passion for Numbers There’s something magical about seeing order in the midst of chaos. Some kids play house. Others draw superheroes. But me? I was solving math problems during Sunday church sermons while sitting beside my grandma. I didn’t know it then, but that small act—her […]
17
Mar
Mar
Have you ever had one of those “Aha!” moments—when you suddenly understand something that had previously seemed mysterious or impossible? I’ve had more than enough of those, maybe more than I’d like to admit. But each “aha” means growth, right? One of my most significant life moments of clarity (besides my faith) was finally understanding […]
11
Mar
Mar
Credit cards have become the default way for many companies to pay bills. For some transactions and purchases, this makes logical sense. Paying off the balance on time every month can work well for many of the service-based businesses we provide bookkeeping. Several have rewards, cash back, and travel rewards, so often, this is the […]
26
Feb
Feb
Many people dread the first quarter of the year and just the thought alone of prepping for a tax return produces hives and panic. The following are tried and true tips, practices, and advice from a Certified Professional Organizer and an Advanced Certified QuickBooks ProAdvisor. Put those two levels of expertise together and it gives […]
17
Dec
Dec
Even years after the COVID-19 pandemic, SBA and EIDL loans have sunk small businesses. Despite efforts to help enterprises during a brutal pandemic, many small companies still have large amounts owed and are on an uphill battle trying to pay it all off. Add that to current credit card balances or lines of credit, and […]
23
Oct
Oct
What is the chart of accounts inside QuickBooks? Why should it be organized? Does the chart matter? The simple answer is that it completely matters, and organization is the key to using it effectively. The chart of accounts is a chart of categories and titles where money is organized into inside financial software. Without accurate […]
06
Sep
Sep
Determine Your Income Streams If you’ve ever looked at a profit and loss statement, you know it’s not ideal to see one income line item with one big number for sales. Sales of what? What was sold? Did you only sell one item or service? How much was sold? When we analyze revenue, we want […]
