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A Stress-Free Guide to Navigating Tax Season From A Bookkeeper!

As the tax season looms, I know you’re probably starting to stress. Maybe you haven’t touched your books all year, or maybe you’ve been keeping up, but you’re not sure if you’ve done it right. The labyrinth of tax intricacies isn’t my main focus, so we won’t delve into the technicalities of tax filing in this post, since each individual’s circumstances differ. Instead, I’ll share some insights to make your tax preparation journey a little smoother this year.

Making the Right Choice: Spreadsheets vs. Accounting Software

Okay, everyone, let’s dive into a topic that’s frequently on your minds: should you transition from using spreadsheets to adopting accounting software like Quickbooks? A lot of folks ask me if it’s okay to stick with spreadsheets. Some even feel ashamed for not being “professional” enough to use accounting software. Let me be clear, there’s …

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Why Spreadsheets Aren’t So Bad: A Bookkeeper’s Perspective

In the realm of bookkeeping and financial management, there’s a tool that sometimes gets a bad rap – spreadsheets. For many, the thought of dealing with rows and columns of numbers, formulas, and functions can be intimidating. However, as an experienced bookkeeper, I’m here to shed light on why spreadsheets can be a bookkeeper’s trusted ally.

The Pitfalls of Auto-Add Rules in QuickBooks Online

There are certain features of QuickBooks Online (QBO) I love – the ability to hook up your bank account so your transactions import automatically, ease of reporting, ease of collaboration, etc. I even love the Rules function in the banking section, which categorize certain types of transactions based on criteria you set, such as keywords, …

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Why You Should Number Your Chart of Accounts

Okay, I’m going to admit right away this is not the sexiest subject. 🤣 And you may not want to hear this, but it’s something you know anyway: It’s important to stay organized! And one tool that’s essential for keeping your financial house in order is your Chart of Accounts (COA). Before I get into …

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Do You Have Self Care Goals?

You’ve heard of self care. I don’t have to tell you what it is or how important it is (although I’ll kinda do the latter anyway). I do want to start by saying that Self Care is a phrase that’s been massively and dangerously co-opted by beauty companies in a super annoying (but kinda convincing …

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FREE Masterclass Alert!!!

Have you preordered my Bookkeeping: Beyond the Boring course yet? Is it because you’re not sure if it will be worth it? Well, I’ve got just the thing for you, lady, and that’s my BBtB FREE introductory masterclass series. Geared specifically to women, this free 4-part series of short videos introduces the most important steps …

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What are Prepaid Expenses and How to Track Them

Hey there, savvy ladies! When it comes to taking charge of our financial lives, understanding the nitty-gritty of accounting might not sound glamorous, but trust me, it’s a game-changer! One concept that can help us stay on top of our finances is prepaid expenses. So, gather ’round as we explore what prepaid expenses are and …

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You are Enough NOW

If you’ve been following me for a while, you know that I’m obsessed with Denise Duffield-Thomas and her book “Get Rich, Lucky Bitch.” Denise is a money mindset coach, author, and podcaster (and probably a million other things, I don’t know, she’s always doing SOMETHING amazing). She has taught me a lot, so I thought …

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Major Announcement – My Course is Available for Preorder!

I’m so excited to announce that I will be launching my Bookkeeping: Beyond the Boring course (or BBtB, for those in the know) this fall! I’ve been working SO hard on this course since January and damn am I tired! 😰 But the good news is, I’m super proud of what I’ve created, because I …

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