I hate paper. Unless it is green with pictures of presidents on it. Don’t judge me – you feel the same way too. But seriously – I hate paper and how it takes control of my desk, my dresser and my kitchen table. We, and by we, I mean you and me, consume so…
About a month ago, I did a #techtalktuesday tip on how to run financial reports in QBO. Well this week I am going to share a video on how to run financial reports in Xero. As I mentioned before, one of the questions I get most often asked is “can you send me the most…
Often times clients and business owners I train on QuickBooks Online ask if there is a way to close the books on a monthly basis in QuickBooks Online. And the answer is yes. The main time to close your books is at the end of the year after the tax return is completed. Once your return…
One of the questions I get most often is “can you send me the most recent financials.” Even though we are using QuickBooks Online and working in a collaborative environment, clients still ask me this question. Even when I am training on QuickBooks and I ask “what is one thing you want to get out…
Tracking employee time is an absolute must. It is the biggest expense in any business and for that reason needs to be monitored closely. Many businesses experience project losses due to poor time management; and that leads to a loss of profits. And let’s face it profit is the name of this game. Now while…
Starting a business is tough and maintaining it can be even tougher. And one tool that will help you measure your success is a business plan. I know I know – you don’t want to do a business plan. Well here’s the thing – without a well thought out plan you have no way of…
Last month we had the honor of being featured on the website of our favorite app – Hubdoc! They asked us accounting folks some questions around a bookkeeping software and how to chose the best one. Along with a few of other colleagues in the industry we shared our thoughts. Check it out… As see…
As a small business owner, you must stay on top of your expenses. Keeping track of your receipts is what will help you stay on top of your costs, stay out of trouble with Uncle Sam and help you manage your cash flow. Staying on top of your costs. Keep track of your receipts helps…
Running a business mean you are constantly running around doing everything in your business. That’s what CEO stands for – Chief Everything Officer. In order to manage it all you need to have a workflow within every department; not just your operations. That is where many business owners fail. They create processes around their main…
If you have never heard me say it before you will hear it now. I LOVE TECHNOLOGY! I absolutely do. So when I discovered that I could use other software apps to help run my business and create efficiency too, I wanted to implement them all. But there are so many. I couldn’t implement them…
