Resources

Gain Insights

Stay informed and know what’s important to your organization.

Nothing in life is more is more exciting and rewarding than the sudden flash of insight that leaves you a changed person.

Arthur Gordon Webster

How to Properly Post and Manage Your Business Invoices

Sending out a new invoice for your business is exciting, right?

But when that new invoice isn’t paid on time … not so much. Late payments are a common problem that can really hurt your cash flow – so how do you keep track of those unpaid invoices in your business?

Do you scribble a reminder on a post-it note (and then immediately lose it)? We have all been there.

Don’t worry – there are plenty of easy tricks and tools to help

+ Read More
4-Things-to-Consider-When-Applying-For-A-Business-Loan

4 Things to Consider When Applying For A Business Loan

Do you know what you need to do and provide when you apply for a business loan?

Or how important your bookkeeping is for that application?

(It’s true – remember all of those SBA and PPP loans last year for Covid? Bookkeepers and accountants were working around the clock trying to help businesses update their bookkeeping records as fast as possible so they could apply!)

And it’s not just bookkeeping – there’s a lot that goes into preparing for a business loan, and

+ Read More
Time-Saving-Apps-to-Automate-Your-Bookkeeping-Needs

Time-Saving Apps to Automate Your Bookkeeping Needs

Do you use PayPal to accept payments in your business? If so, you probably already know what a headache it can be trying to connect it to Quickbooks (never mind trying to manage the transactions)

Don’t worry – it’s not just you!

There are actually at least THREE different ways to connect and manage your PayPal account in Quickbooks (confusing, right?).

So if you’re struggling with PayPal, or trying to figure out which is best for your business, here’s a quick overview of

+ Read More
3-Ways-in-Managing-Paypal-in-Quickbooks

3 Ways in Managing Paypal in Quickbooks

Do you use PayPal to accept payments in your business? If so, you probably already know what a headache it can be trying to connect it to Quickbooks (never mind trying to manage the transactions)

Don’t worry – it’s not just you!

There are actually at least THREE different ways to connect and manage your PayPal account in Quickbooks (confusing, right?).

So if you’re struggling with PayPal, or trying to figure out which is best for your business, here’s a quick overview of

+ Read More

How Have You Been Preparing For Your Taxes?

If you read our FB posts the last couple of weeks, you will know that we have talked about being prepared for your taxes. AND how some businesses’ taxes will need to be done by 03/15 instead of 04/15 depending on their structure.

Here are the questions we shared:

WHAT IS YOUR BUSINESS STRUCTURE?

LLC? S-Corp? Something else? This will affect when you file your taxes, and what kind of tax documents you’ll need to file.

DO YOU HAVE ALL

+ Read More
April-the-15th

April the 15th…

Did your blood pressure spike just by reading that date?

For many business owners, April 15th is associated with guilt, panic, and stress.

But what if didn’t have to be? What if April 15th was just another Thursday, no sweat?

What if your business’ financial records were completely ready and sent to your CPA before January even ended?

What if your accountant filed your 2020 taxes in January – and you received a tax refund by Valentine’s Day?

Or, even if

+ Read More