Here’s the truth: where you put things in QuickBooks matters—a lot.Small clicks create big ripples. In your tax bill. In your cash flow. In your valuation. In your confidence. If you’ve ever thought, “I can’t mess it up that much, right?” this is for you. Keep reading. You’ll see how a few simple habits can […]
Category Archives: General Business Tips
04
Sep
Sep
Running a business means making smart choices with your money. QuickBooks gives you powerful tools, but flipping a switch is not enough. The real value comes when you follow through with the settings you turn on. Let’s talk about three of the most important ones: Inventory: Track It Item by Item Turning on Inventory Tracking […]
26
Aug
Aug
The Short Answer: Yes, But You Shouldn’t QuickBooks Online lets you put more than one business under a single subscription. But just because you can doesn’t mean you should. Think of it like trying to forecast the weather for two completely different cities using the same thermometer. You might get a number, but it won’t tell you the […]
11
Aug
Aug
How do you know when its time to stop doing your own bookkeeping for your business? I meet lots of small business owners. Most of them do everything when they start their business- they sell things, help customers, answer phones, and yes… they do their own books. And you know what? That’s smart at first. […]
05
Aug
Aug
What Most Business Owners Get Wrong About DIY Bookkeeping Running a business is tough. You do sales, help customers, manage workers, handle marketing, and maybe even clean toilets. So when QuickBooks ads say, “It’s super easy! Just link your bank and you’re done!” – of course, you want it to be true. Who doesn’t? But […]
29
Jul
Jul
Let me ask you something real: Are you building a job…or a business? And I don’t mean a 9-to-5 where you clock in and collect a paycheck. I’m talking about the kind of job where you’re the whole show. The sales team, the customer service rep, the bookkeeper, the janitor, and the one sending invoices […]
24
Jul
Jul
If you’ve ever watched a QuickBooks Online commercial, you’ve probably seen it: a business owner clicking a few buttons, connecting a bank account, and suddenly—ta-da!—they’ve “done” their books. It’s a great ad. But it’s also dangerously misleading. Let me explain. Software Is a Tool—Not a Full Solution I’m a fan of QuickBooks Online. We use it every day in our business. It’s an amazing tool. But that’s just it—it’s a tool. […]
Let’s clear up a question I hear all the time from business owners: “Isn’t bookkeeping the same as accounting?” And — “Isn’t accounting the same as tax stuff?” Not quite. These words often get lumped together, but they each mean something different. And if you own a business, it’s super helpful to know what’s what. […]
27
Jun
Jun
Let’s talk truthfully—most business owners don’t wake up excited to do their bookkeeping. But here’s the thing: the more accurate your numbers are, the clearer your decisions can be. Good bookkeeping isn’t just about getting ready for taxes. It’s about knowing what’s really going on in your business—right now. I’ve seen it over and over again. […]
25
Jun
Jun
Have you ever looked at your calendar, saw it jam-packed with customers, and thought, “Why am I still not making money?” That’s exactly what happened with one of the business owners I work with. For six months straight, we sat down together, staring at the same reports. He was fully booked, his schedule was maxed out, […]
