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-Setup-Payments-in-Quickbooks

How to Properly Setup Payments in Quickbooks

Do you take credit card payments? Paypal payments?

If you do, AND you have Quickbooks, you likely know that the syncing of the payments and applying them to open invoices can be very cumbersome and often has many hitches that require extra work for you to ensure it is correct.

Here is a great article for you to checkout on the subject.  

Differences between Connect to PayPal app, Sync with PayPal app, and PayPal Bank Feeds

Have you been able to successfully connect your Paypal account to your business’

+ Read More
4-Ways-to-Save-Time-and-Manage-Admin-Tasks-For-Your-Business

4 Ways to Save Time and Manage Admin Tasks For Your Business

So much administrative work…. 

14 minutes and 25 seconds.

According to research, that’s how much time business owners spend EVERY HOUR on administrative tasks.

Not every day – every HOUR. 

That’s 24% of your workday – 10 hours or more EVERY WEEK – spent on non-billable outsource-able behind-the-scenes work.

What would you do with TEN extra hours every week?

Have more time for billable work – and therefore create more revenue and profit?

Sit down and create higher-level strategies for the future, instead of always just reacting to the fire

+ Read More

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 automate your invoice reminders. 

+ 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 usually includes things like:

+ 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 the three styles (and a

+ 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 the three styles (and a

+ Read More