Questions to Ask Before You Hire a Bookkeeper
Not all bookkeepers work the same way, and the differences matter. These are the questions I’d ask before hiring anyone to handle your books, and what good answers sound like.
Early Warning Signs of a Cash Flow Problem (and What to Do Next)
Cash flow problems rarely show up overnight. Here are the early signs to watch for, why a profitable business can still run short on cash, and a simple 30-day forecast you can build this week.
How to Find and Fix Duplicate Transactions in QuickBooks Online
Duplicate transactions quietly inflate your income and expenses and throw off your reconciliations. Here is how they happen in QuickBooks Online, how to spot them, and how to fix them without creating a bigger mess.
What to Bring to Your Year-End Tax Planning Meeting
A year-end tax planning meeting is only as useful as the information you bring to it. Here is the checklist I give business owners so we can make real decisions while there is still time in the year.
The October 15 Tax Extension Deadline: What Business Owners Need to Know
If you filed an extension this year, October 15 is coming up fast. Here's what to have ready and what to watch out for.
What Actually Happens During a Bookkeeping Cleanup
Wondering what cleanup bookkeeping actually involves? Here's a look at what happens between "my books are a mess" and "my books are current."