Tag Archives: quickbooks online

When It’s Time to Stop Doing Your Own Bookkeeping

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. […]

Is QuickBooks Really That Easy?

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 […]

What Am I Really Trying to Build—A Job or a Business?

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 […]

The QuickBooks Illusion: Why Software Alone Can’t Run Your Business

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. […]

What Are Intercompany Loans, and Why Should You Care?

If you own more than one business, this post is for you. Let’s say you have two or more companies. Maybe you run a gym, and you also own a real estate business or a marketing agency on the side. From time to time, you might move money between them to cover costs or help […]

From Jungle Lawns to Messy Books: What a YouTube Gardener Taught Me About Business Owners and Clarity

There’s something mesmerizing about watching someone clean up a mess. Especially when it’s one of those YouTube videos where a guy shows up to tackle an overgrown lawn that’s completely swallowed up a property—trees sprouting through the driveway, weeds taller than the windows, sidewalks buried beneath layers of neglect. It starts as chaos. But then, […]

Clean Books, Clear Mind: The Confidence That Sparked My Business

  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 […]

The Best Prompts to Use in ChatGPT When Seeking to Hire a Bookkeeper or Accountant

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 […]