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Unlocking Success: The Exponential Power of Networking

As we set goals for our businesses for the new year, there are many ways to grow. I’d like to dive into a topic that’s not just a buzzword but a game-changer in the world of business—networking! đŸŒđŸ’Œ In the dynamic landscape of bookkeeping and finance, success isn’t just about

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Decoding the #1 Money Mindset Struggle: Elevate Your Value

Alright, let’s delve into a topic that’s often tiptoed around: charging more. As individuals navigating the complex world of finances, we often grapple with a multitude of limiting beliefs, particularly when it comes to money. This is a common challenge that transcends individual experiences, affecting every client or prospective client

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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

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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.

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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.

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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

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