Once a year I recommend that my clients go through a checklist. I sit down with them and review a few key areas. Today, I would like to share with you some of what goes into one of those reviews. Insurance Policy Review Reviewing your insurance policies is an important step that few businesses remember. […]
Another year is almost in the books. And what a ride it’s been. With inflation on the rise, and increased government regulation, the coming year promises to be challenging. Which makes wrapping up 2021 correctly even more important. Here are a few things that I always recommend for businesses during the 4th quarter. Prepare for […]
One of the most common questions I get is “Why do I need a bookkeeper?” It’s usually accompanied by a “I can do it myself or have a friend help me for less.” I recently had a client I helped that demonstrates exactly what I do and how it helps. I won’t include their name, […]
When you consider who is going to do your bookkeeping, it’s easy to think of your friend who is “good with numbers” as the person to call on. I can’t tell you how many of my clients started off with amateur bookkeepers who weren’t able to keep up with the demands and didn’t have the […]
“My wife does my books.” He was proud of that. Until they started having problems with the taxes. They had a large invoice that had been left out of last year’s taxes, which they had already filed. They were desperate and needed someone who could help them out of the hole. Unfortunately, it wasn’t the […]