Posts from 7 June 2025

What’s the dumbest way you’ve ever received a document from a client?

The Most Bizarre Document Submissions: Share Your Stories In the realm of client communications, we all encounter[…]

What’s the benefit of having a separate bank account for payroll?

The Advantages of Maintaining a Dedicated Payroll Bank Account In the world of business finance, organization is[…]

Deceased employee W2 amendment created negative payroll liability – Help?

Navigating Payroll Challenges After the Loss of an Employee: A Guide The unexpected passing of an employee[…]

My wife is almost ready to start taking on clients – looking for advice from experienced freelance bookkeepers.

Launching a Freelance Bookkeeping Business: Seeking Guidance from Experienced Professionals Embarking on a new entrepreneurial journey is[…]

Client Co-Mingling Issue – how to account for these “expenses” in QuickBooks?

Navigating Client Co-Mingling Issues: A QuickBooks Dilemma Managing finances for a small business can be challenging, especially[…]

What’s the most common bookkeeping mistake you see in construction or trade businesses?

Common Bookkeeping Pitfalls in the Construction and Trade Industries As a professional involved in the world of[…]

Software recommendation needed – receipt tracking for a small-ish church.

Streamlining Receipt Tracking for Small Churches: Affordable Software Solutions For many small churches, efficiently managing finances can[…]

Sometimes you’re just an unqualified therapist who knows Excel – the emotional side of selling

The Emotional Side of Pricing: Lessons from a Sales Call with a Restaurant Owner Recently, I had[…]