A clear and organized chart of accounts will make your accountant very happy during the tax season. While there is no one size fits all template for a chart of accounts, many categories are standard. Remember, when setting up your chart of accounts in QBO, you will be offered a generic list of categories you...
We are all creatures of habit. As bookkeepers, we know when something is out of the norm when we work on your account. We have a client that uses the same taxi service in the Bay Area. The charges always come up on the credit card statement as processed in Redwood, CA. However, last month,...
Throughout the year, businesses often secure help from outside sources to keep their business running. That help can come from a local handyperson, a cleaning service, an extra hand to help with the workload, or professionals. These individuals come in, perform the work, collect their fees, and are on to the next project. They, too,...
Hubdoc automatically gathers your key financial documents in one place. Auto-fetch your docs and convert them into data you can use! Hubdoc automatically delivers and organizes your key financial documents in one place. Extract the key data and then sync the documents and their data with QBO, helping audit-proof SMBs. At its core, Hubdoc automates...
Inspiration strikes anywhere. Evernote lets you capture, nurture, and share your ideas across any device. Evernote is a great way to store and organize your notes. You can create “notebooks” to organize various topics. Each note is titled and searchable, and Evernote can be synced over various devices and shared with others. Melinda finds this...