Here are some metrics that are good metrics but sometimes business owners rely too heavily on them instead of really trying to improve the business. Having a healthy business means that it is a sellable… 3 metrics you are focusing on that may not help improve your business – Revenue, Profit, Growth
I wanted to post some pics mostly to thank Knight Hinman and Rick Arthur for hosting amazing golf days at Bear Dance and Fossil Trace. If you love golf you should reach out to them… Summer Golf Networking
I had the pleasure of being on the Rialto Marketing Podcast with Tim Fitzpatrick. We covered some great topics including – How can people be more efficient with bookkeeping? What do people get wrong when… Podcast on Bookkeeping, Budgeting and Profitability
For most CEOs one thing they struggle with for bookkeeping is how to classify transactions – should it be an office expense, cost of goods sold, or ask my accountant? Luckily there are some guidelines… How to classify transactions for bookkeeping
Now that PPP2 has come and gone for the most part we are seeing more questions for help on the Employee Retention Credit (ERC) to see if they are eligible and how to apply. We… Employee Retention Credit (ERC) Overview
Invoicing for hourly time across staff and clients is very time consuming. We used to use Google Sheets and manually combine multiple staffs tabs into a master tab and filter it so that we could… Automate Hourly Invoicing using Quickbooks Time
I am super big on automating anything that can be automated to make bookkeeping and life in general more efficient and easier. In this video I show you how automate QBO Bookkeeping with Rules so… Automate QBO Bookkeeping with Rules
One way to improve your bookkeeping is to automate as many tasks as possible. One task that everyone hates is AR follow up. AR is accounts receivable, which is the invoices that your company has… Automate AR Reminders in QBO
Finance Pals provides bookkeeping, tax and CFO services to startups and small businesses. Here is a video describing the bookkeeping, tax and CFO problems we solve and the types of clients we help and when… Finance Pals Services – Bookkeeping, Tax and CFO
Paul Heffner, CEO of Financial Pals, discusses what CPA firm services are and how they can be beneficial to personal and business financial health. Although most small businesses are not required to have a CPA involved, it’s always a good idea… What can a CPA firm do for you?