the JOURNAL

the JOURNAL

The best educational content to grow your business and increase your profits for business owners, CEOs and entrepreneurs.

BOOKKEEPING, QUICKBOOKS Amy Coats BOOKKEEPING, QUICKBOOKS Amy Coats

The Essential Guide to Monthly Account Reconciliation for Business Owners

You KNOW you should be reconciling your accounts every month, but you might not know exactly what that means…

📌 Save this step-by-step guide to refer back to at month-end to lead you through the account reconciling process.

If you’re WAY overdue on reconciling (I’m talking a few months or more) it’s time to think about hiring a bookkeeper. If you’re going to wake up panicking about your business in the middle of the night, don’t let it be over your bookkeeping!

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BOOKKEEPING Amy Coats BOOKKEEPING Amy Coats

The Essential Role of Bookkeeping in Every Business's Success

Discover why bookkeeping is vital for every business, from ensuring accurate financial records to facilitating informed decisions and attracting investors. Learn how professional bookkeeping can streamline tax filing, enhance financial planning, and drive business growth. Connect with us as a QuickBooks ProAdvisor to learn more about monthly bookkeeping and catch-up and clean-up services.

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BOOKKEEPING, TAXES Amy Coats BOOKKEEPING, TAXES Amy Coats

Navigating Tax Extensions: A Guide to Making the Right Choice

Tax time doesn't have to be a scramble. As a leading QuickBooks bookkeeper and certified QuickBooks ProAdvisor, we specialize in comprehensive bookkeeping and accounting services tailored for small to mid-sized businesses and entrepreneurs. Skilled in catch up and clean up bookkeeping, we excel in maintaining accurate financial records, making us your go-to bookkeeping company for customized, profit driven accounting solutions. We make tax season a breeze for our clients!

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BOOKKEEPING Amy Coats BOOKKEEPING Amy Coats

How to Choose the Right Bookkeeper for Your Small Business: A Step-by-Step Guide

As a business owner, you have a lot on your plate. You’re responsible for managing the day-to-day operations of your company, developing and implementing growth strategies, and making sure your employees are happy and productive. With so much going on, it can be easy to overlook one of the most critical aspects of your business: your finances.

That’s where a bookkeeper comes in. A bookkeeper is a professional who specializes in maintaining accurate financial records for businesses. They can help you keep your books organized and up-to-date, which is essential for making informed decisions about your business’s financial health.

If you’re considering hiring a bookkeeper for your growing business, here’s everything you need to know.

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BOOKKEEPING Amy Coats BOOKKEEPING Amy Coats

Unlocking the Benefits of a Virtual CFO

When it comes to running a successful business, having the right financial support and guidance is essential. A virtual CFO (Chief Financial Officer) can bring just that. A virtual CFO is an experienced finance professional who provides financial services on a part-time or contract basis without ever needing to be present in your office. They are able to provide strategic advice, streamlined processes, cost savings, and more - all with the added benefit of flexibility and convenience.

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BOOKKEEPING, GROW YOUR BUSINESS Amy Coats BOOKKEEPING, GROW YOUR BUSINESS Amy Coats

Outsourced Accounting Services: An Essential Investment for Small Businesses

For small businesses, the challenge of staying afloat in a competitive market can be daunting. With limited resources and time, it can be difficult to keep up with the demands of running a business while still having enough energy to focus on growth and success. Investing in outsourced accounting services is one way small businesses can gain a significant advantage over their competition. Let’s take a look at what outsourced accounting services are, why they are important for small businesses, and how to choose the right service provider for your needs.

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