How Bots & Bookkeepers Can (And Will) Co-Exist

How Bots & Bookkeepers Can (And Will) Co-Exist

The Bots are coming. Don’t imagine Wall-E or the humanoid robots from i,Robot. Instead, bots are layers of code that are used to automate relatively simple or basic tasks in order to save humans time. Recently, much has been written about the surge of bots in the...

Assemble Your A-Team

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 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?

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’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

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...

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