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Bookkeeping

Tidy Books Will Help You Catch Zzz's - Organizing Tips for 2018

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Tidy Books Will Help You Catch Zzz's - Organizing Tips for 2018

Ahh...it's so much easier to feel cozy under blankets when you know you've gotten your checklists out of the way. Of course, if you don't know what should be on your checklist, that could keep you up, counting snowflakes. We're making it easy for you by rounding up a few handy lists you should pay attention to:

Read our earlier blog with 15 recommendations to help you tidy your books for the past year.

  • Tip #15 - set your closing date password for 2017 so you don't accidentally change any information for 2017. To do this in QB Desktop: Edit>preferences>accounting>company preferences>set date/password.  To do this in QBO: Gear icon>Account and Settings>Advanced>Accounting >close the books

Review your...

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Time & Money: Working Hand-in-Hand to Save You Both in Bookkeeping

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Time & Money: Working Hand-in-Hand to Save You Both in Bookkeeping

Were you a procrastinator as a kid? Did your teachers let you have "one more day" to get your assignments turned in? Did your folks let you pay later for treats now? As a business owner, delays can cost money.  If the delays are tax-related, they can cause penalties. One of our goals is to help you avoid unnecessary fines, fees, and penalties.

Our HR Biz bookkeeping team works with 150+ clients with varying levels of frequency. Some meet with us a few times per year to…

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Balancing Act - Is Your Balance Sheet Confusing? We Can Help!

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Balancing Act - Is Your Balance Sheet Confusing? We Can Help!

No matter what goal you’re pursuing, maintaining balance in life is important. And if you’re a business owner, maintaining an accurate balance sheet is important! But sometimes it can feel like you’re doing mathematical gymnastics to get everything in place. This is when having a bookkeeping coach comes in handy.

To understand your balance sheet better, let’s define terms...

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Don't Checkmate Your Best Mate! Financial Peacekeeping When Your Marriage Partner is Your Business Partner

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Don't Checkmate Your Best Mate! Financial Peacekeeping When Your Marriage Partner is Your Business Partner

Summer months are popular for wedding bells, but are you wringing your hands when it comes to running a business with your spouse?

Some tips to keep the peace:

1. Set clear boundaries about switching hats. Are you wearing the “I love you forever” hat? Or the “we need an income” hat? Is it OK to discuss work during meals and on weekends? Or is there a “no-go” space on your daily calendar where work is off-limits?  It also helps to write them down so both husband and wife are clear about the expectations. 

2. Set aside time regularly...

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