Sunday, August 29, 2021

Turn Key Office Services: Bookeeping Services


Outsourced bookkeeping is a cost-effective way to achieve accurate, timely and verifiable financials throughout the year. This maximizes QuickBooks’ usefulness as a decision-making tool, and not just a tax preparation tool! Our experienced team can provide a blend of onsite or offsite services to supplement your in-house skills. Custom services typically include:

  • Cash and Credit Card Reconciliation
  • Set up of automatic downloads and bank feeds
  • Accounts Payable, vendor billing
  • Accounts Receivable, monthly client billing
  • Proper categorization to the general ledger per job, location, class, expense or asset type
  • Inventory management
  • Payroll
  • Assets and Loan balances
  • Job Costing
  • Vendor 1099 Preparation

Thursday, August 26, 2021

Develop an Action Mindset | Brian Tracy

If you're looking to change your behavior, you must also change your mindset. To help you get there, I put together four steps that will let you adopt an action mindset and accomplish your goals. These steps will help change your mindset, so you are primed to accomplish more in the future.

Monday, August 23, 2021

Good Debt vs Bad Debt

Not all debt is created equal. To help you understand the difference between good and bad debt, NerdWallet debt writer Sean Pyles lays out a couple of different types of debt, including student loans, mortgages and personal loans, and highlights which ones are OK and which ones could wreak havoc on your finances.

Friday, August 20, 2021

Turn Key Office Services: Outsourced CFO

This service is available for clients who require more advanced reporting and financial controls but does not need a full time comptroller or CFO. Our advanced services team can work with your in-house accounting department who may be multi-tasking and/or has more limited experience in accounting and/or QuickBooks. Services typically include:

  • Budgets
  • Cash Flow Planning
  • Advanced Reporting
  • Closing Entries
  • Asset Management and Book Depreciation Schedules
  • Adjusting entries for Revenue/Expense Recognition
  • Financial Statement Analysis
  • Accounting Checks and Balances
  • Ongoing training for your staff bookkeepers
  • Preparation of CPA-Ready Financial Statements and Work papers

Tuesday, August 17, 2021

Ways to Improve Profitability in Construction | QuickBooks Online Advanced

Woodcliff Builders is a family-owned, full-service general contracting company by Joey Kochanski (Co-owner & CEO) and Nina Kochanski (Co-owner & COO). They provide design to construction services for residential and commercial projects.

In this video, you'll hear the story of how QuickBooks Online Advanced provided Woodcliff Builders with financial visibility and simplification of operational management to help their business grow.The ability to track receipts by project for example, gave them so much more insight into their profitability and ultimately allowed them to increase their cash flow.

In the process, you will discover all of the reasons why the founders, operators, and partners are huge fans and evangelists of Quickbooks.

Saturday, August 14, 2021

Is Life Insurance Worth It? | Awkward Money Questions

No one likes to think about life insurance, but you also don’t want to end up being a financial burden on your loved ones in case anything happens. Life insurance essentially pays a benefit to your loved ones, which can help replace income or pay off debts when you die.

If you're wondering how much life insurance you might need, which type of insurance is best for your situation or how to go about getting it, follow these tips from Liz Weston, NerdWallet's personal finance expert.

Wednesday, August 11, 2021

QuickBooks MythBusters

Did you know about the QuickBooks products designed specifically for mid-market businesses? It's time to dispel some common misconceptions and learn why our financial management software is the solution for hundreds of thousands of mid-market companies around the world.

Sunday, August 8, 2021

My Favorite Success Techniques That Enhance Productivity | Brian Tracy

Personal productivity is one of the most common topics I speak about in seminars. Unlocking your inner achiever comes down to developing an ability to be productive no matter what. Learn my favorite success techniques that enhance productivity.

Thursday, August 5, 2021

How to Add Previous Payroll Tax Payments to QuickBooks Online Payroll

If you’ve already paid employees this year, you’ll need to tell QuickBooks which payroll taxes you’ve paid so far. This keeps QuickBooks from paying any taxes you’ve already paid. 

Before you start, you’ll need to have your tax payment receipts or payroll liability reports from your previous payroll service showing the amounts paid.

Sunday, August 1, 2021

Between the Lines: How to Wake Up Earlier by Cecilia Meis

SUCCESS magazine Associate Editor Cecilia Meis talks with Editor-in-Chief Josh Ellis about the rewards of waking up early.