Assemble Your A-Team

If you're a business owner, you know that being your own boss can be one of the most freeing positions, but also one of the loneliest. Unlike other jobs, there is no guidance or support to be found from a management team above you, or peers around you. I've found this...

The 3 Musketeers of Financial Statements

"The Three Musketeers", "The Three Amigos", "Peanut, Butter & Jelly". All phrases you've probably (definitely?) never used to describe the three main financial statements. In reality, these three statements should be this closely related in your mind. If you can...

What’s a Bank Reconciliation and How Do You Do It?

Confused what a bank reconciliation is? Don't know how to do one? Classifying transactions and monthly bank reconciliations are two of the most essential services needed for your business's books. Together, they provide a guarantee that your books are accurate,...

Where’s Your Hiding Place?

Where do you store your piles of receipts? A box? A drawer? A cabinet? Maybe you have them nicely organized. Now what do you do with the filing cabinets of invoices, bills, and receipts? Receipts and documents are one of the most necessary nuisances you'll find in the...

Setting a Budget in QuickBooks in 5 minutes or less

Need to make a budget for your business? (Everyone does! 😁 ) Does your boss want you to make a budget for the upcoming year? QuickBooks' budgeting tool allows you to make a budget in MINUTES instead of hours. A budget allows you to set goals and a road map for the...

You Need More Apps. (7 Free Apps to Save you Time & Money)

There's two types of people in this world. The first type of person has between 4-10 pages of apps on their phones, ready for any and all situations. The second type, the minimalist, has only one page of apps, or at least one page with a multiple folders of apps!...

4 Tips To Lessen Your Labor in Quickbooks

It’s a Labor Day pun, get it? I know, not all bookkeepers can be as humorous as me, but I digress. QuickBooks Online can really be a task sometimes, with so many tools, reports, and possibilities, it gets confusing. On the other hand, it’s one of the most powerful...

4 Common Budgeting Questions: Answered

  Budgeting - Loathe it? Love it? It’s one of the most essential business practices you can undertake.  As a business owner, you should have a budget for your practice and as much as you can, stay under budget. This will lead to more profit and less expenses for you....

Is Budgeting Really Worth Your Time?

The “B-word”. Budgeting. A word that inspires trembling and fear. You and I both know that as business owners, budgeting is often one of those tasks that gets kicked into the closet to be completed “later”. Why is this? Should this be the case? The short answer is...

Choosing the Right Credit Card

Excited I was able to write this article for Veterinarian's Money Digest. It has some good tips on choosing the right credit card for you, whether it's a business card or a personal card!...

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