So you want to have a relationship. Are you expecting something in return? What are you willing to invest?

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Welcome 2021! Is there a light at the end of this long, ending-unknown tunnel? I certainly hope so. When we talked about wanting 2020 to be done, over, crushed, to never return again, we immediately put a strain on expectations for 2021. I hope the reality lives up to the expectations.

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If you have tried Quickbooks online (QBO) and it seems to make no sense, I am not going to lie, it isn’t you, I promise.

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We are rounding the corner to the end of a year, a very challenging time, to say the least. We all have our own specific reasons why we want to close the books on 2020, as soon as possible. But, literally, you don’t want to close your books before you take some necessary steps for year-end prep.

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For many businesses, their bookkeeping causes a lot of pain. The pain points are common among small business owners. Time to make a change.

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I call ‘this’, the Covid Effect, CE for short. Anything that goes wrong, I blame on the CE. Whether it was losing power for days or out of nowhere, your tire goes flat, or your dog gets sick it is all due to CE. Think about all the areas of your life this has touched.

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When you review the bookkeeping procedures in your office, where do you find the chief concern? Do you struggle everyday just to get the basics accomplished? Or maybe it is it at the end of the month, and the reconciliation has discrepancies. Maybe it is a combination of both. When I work with clients, we evaluate the need, intention, and expectation for the accounting department. Outlined are the steps to make that determination. Going through this exercise, allows you to make the best plan for your needs.

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This blog is focused on helping you define expectations of your business partners so you can be better prepared and rely on them as things continue to change.

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What does it look like to carve out a new normal? What we would do to have a clean slate! Move forward with the assumption, your slate is blank, and you can carve out your path, in almost any direction you want.  

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Did you get your information in the minute the flood gates opened or did your shirt get caught in the door as it shut? We heard from many of you, needing assistance, complete feeling of helplessness, doing your best to survive. While we cannot go back and fix that process for you, we can help to minimize the stress of knowing where to turn for guidance with your financials in the future.

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I frequently I get the question, “What is a cash flow statement and how can that information help with the financial decisions of my business?”

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Business deductions are very tricky to decipher, and what can cause even more inaccurate reporting, is a lack of or simply inadequate, records.

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Two months into the new decade, and, pretty much, feels just like the last decade, only moving faster! In preparing for the new year, I start by organizing my recordkeeping from the past 12 months. I do this every December.

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What complicated your prep work for year-end review? Were you missing details needed in order to invoice your customers, whom, by the way, wanted to spend their tax dollars before the 31st? Were you working to reconcile your vendor statement and discovered you are still missing receipts or details from back in July, that you didn’t follow-up on? Do you have all the W9 forms you need from vendors you paid throughout the year?

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Directing your focus, and determining the essential components to achieve your goal, are fundamental segments to successful outcomes.

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