How the Reconciliation Summary Report Can Save You a Lot of Trouble

How the Reconciliation Summary Report Can Save You a Lot of Trouble

“You have to amend last year’s tax return,” I said to a new bookkeeping client. It was early May and I was going through our Deep Dive 25 checklist for a new client. During this audit, I discovered that the current bookkeeper never did December. While probably...
Download This Free Bookkeeping Check-Up Guide Today!

Download This Free Bookkeeping Check-Up Guide Today!

One of the most common things we’ve heard from small business owners is that they aren’t sure how things are with the bookkeeping. There are some who believe everything is fine…and there are others who have a nagging sense that things aren’t quite right. (Drum...
How to Invite Your Bookkeeper to QuickBooks

How to Invite Your Bookkeeper to QuickBooks

Do you use any cloud-based software? (If you’re rolling your eyes at me, I get it! But you know what they say about assuming, right?) So (assuming) you do indeed use some cloud-based software, then you know that just as soon as you’re familiar with the current layout,...
How a Complaint Can Be an Opportunity to Improve

How a Complaint Can Be an Opportunity to Improve

Some time ago, I posted in a Facebook group for virtual assistants that I was looking to hire for a small project that had a quick turnaround. The PowerPoint project had three deliverables: Confirm consistent formatting throughout (font size, type, text alignment,...
20 Ways To Be a Professional Worth Referring

20 Ways To Be a Professional Worth Referring

Virtual Assistants are much more common than they were just 10 short years ago when I started my business. It’s incredibly easy to throw up the proverbial shingle (aka website) now. The low barrier to entry means it’s easy to break into the industry, which also means...