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The Bookkeeping Process

The Bookkeeping Process

We are now officially past the half way mark for 2017 and taxes are done, hopefully. Now is a good time to review your internal bookkeeping processes. Not all processes are (or should be) set in stone. As the business grows and changes, some of the bookkeeping tasks...

Moving to QuickBooks Online

Moving to QuickBooks Online

Using a new program can be daunting. You have heard about all the great features of QuickBooks Online and want to use them, but you are afraid you won’t know what to do once you sign up. Whether you are considering making the switch from QuickBooks desktop or starting...

The Importance of Source Documents

In the bookkeeping world today technology has made it very easy to get information into your QuickBooks file.  The option to download transactions into your QuickBooks file has certainly streamlined the process.  But, don’t get too caught up in this process of relying...

Reconciling Your Accounts in QuickBooks

Reconciling your accounts in QuickBooks can be very important.  One of the main reasons you reconcile is to give yourself a true picture of where you stand with your finances.  Many people don't reconcile and rely on their bank balance; this can be very dangerous....

How to Delegate Effectively

As an entrepreneur, you're used to handling dozens of responsibilities, from generating leads to taking out the trash. But trying to cover all the bases yourself can be not only exhausting, but also potentially harmful to your business. "Small-business owners who...

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