All tagged receipts

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...

Where E'er I Go, They Shout "Hello! Where Did You Get That App?" - 21st Century Bookkeeping

At HRBiz, we’re all about simplifying your life – especially when it comes to bookkeeping! We understand that as a business owner you’re wearing lots of hats. But if you’re still wearing the bookkeeping hat of a previous generation, we’ll help you modernize and get your financial tasks into the 21st century.
Using a cloud-based bookkeeping platform such as QuickBooks Online will give you easy access to your financial data, no matter where you are. It’s especially handy...

We Can Turn Your Bookkeeping "Wish List" Into a "Have It!" List

Congrats! You have a clean desk, an optimistic view, and phones are already busy with new clients. Well, almost… Your clean desk is the result of stuffing 2015 into drawers like when you “cleaned” your childhood room by shoving everything under your bed. Your view is optimistic because you’re avoiding look at your financials before tax season. Your busy phone is actually your CPA calling you for documents you can’t find. Does this sound like you?

·         I wish I could get my receipts organized

·         I wish I could catch up on monthly reconciliations...

Are You in Hot Water with Your CPA? We Have Tips to Get You Out!

Are your receipts looking like enormous New Year’s confetti all over the office? Are you having trouble sorting out how to categorize year-end bonuses and client gifts? Did you lose the comparison sheet on your options for travel expenses? Are you scrambling to get your fourth quarter tax details in order? If so, you’re probably feeling like a tea bag in boiling water, hoping your accountant will turn down the temperature. We can help!

Here are several ways you can get more organized for your CPA:

1. Make a folder for your charitable donations and have a copy of the receipt or letter from each organization.

2. Make a folder for those 1099s and 1098s when they start coming in - your CPA needs these...