Category Archives: Business Strategy

From Check Registers to QuickBooks: How Childhood Sparked My Passion for Numbers

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 […]

Prepping for Taxes: How to Reduce Time & Stress During Tax Time

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 […]

How to get your business out of debt

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 […]

Organizing The Chart Of Accounts – 6 Basic Tips

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 […]

Revenue: How to Track Your Best-Selling Products and Services inside QuickBooks Online

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 […]

Learning Business the Hard Way

When I was young, I watched my dad run different businesses. Even before I was born, he was always starting something new. He was a real entrepreneur like his father who owned a fuel oil delivery company. The story goes that when he was under sixteen, his father who had a great year in business, […]