Tag Archives: strategies

Why Quality Control in Bookkeeping Should Be One of the Most Valued Parts of Your Business

There’s a quiet power in doing things the right way—even when no one’s watching. When it comes to bookkeeping, that power shows up in what we call quality control. It’s not flashy. It’s not loud. And most of the time, if it’s working well, you don’t even notice it. But behind every clean report, accurate […]

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 […]

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 […]

5 New Year Financial Planning Tips for Your Small Business

Cheers to the new year! As another year comes to a close, there’s hope on the horizon for what the new year has to bring. Regardless of your small business’s industry, services, or processes, it’s essential to create a plan for your business’s financial success. At the beginning of the new year, we recommend these […]