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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

5 Quick Tips On Business Bookkeeping

Don’t forget – the federal tax deadline is coming up on May 17th! Is your small business’ bookkeeping up to date and ready for it?

If you’re not sure, here are 5 quick tips on how to double-check – and get up to speed!

(1) Are your personal accounts (and expenses) mixed in your business records?

Do you have personal accounts connected to your business Quickbooks? Or a lot of personal expenses running through your business accounts? Both are big no-no’s! Try to

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PICK YOUR OWN POCKETS

Would you like to keep more of your money in your own pocket?

Here are 3 bookkeeping tips to help you increase your profit – and put more money in your pocket – without increasing your prices:

(1) DOUBLE-DOWN ON YOUR CURRENT CUSTOMERS

Did you know that it’s 5 times MORE expensive to get a new client, rather than just to keep your current clients happy and buying? So focus on meeting their needs and selling more to them first.

(2) AUTOMATE YOUR PROCESSES

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BOOKKEEPING, DEADLINES, AND TAX TIME, OH MY!

Quick pop quiz! Do you know how often you should be doing your small business bookkeeping?

Is it:

(A) Every week?

(B) Every month? Or

(C) Once a year in a panic when your accountant asks about it at tax time?

Now, hopefully, you already know it’s not C (even if that’s the way it may happen for you most years!)

The answer is (B), every month! (At the bare minimum)

But … do you know exactly which bookkeeping tasks need to be

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HELP-a-note-from-our-CEO-Kerry-Postel

HELP- a note from our CEO, Kerry Postel

So, be honest – how many times have you been given unsolicited advice … by people who have absolutely NO business giving you advice?

Dog owners telling you how to parent your kids (because they think the same advice applies to kids and dogs)

Your mother-in-law telling you that you need to update your hairstyle (even though she still wears a 1960s beehive)

Your friend who’s had the same corporate desk job for 11 years and says, “Let me tell you what

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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

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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

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