Posts from 7 June 2025

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

Navigating Client Co-Mingling Issues: A Guide to Accounting for Personal Expenses in QuickBooks Recently, I embarked on[…]

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

The Strangest Ways Clients Have Submitted Documents: A Call for Your Stories In the realm of document[…]

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

Launching a New Freelance Bookkeeping Venture: Seeking Insights from Experienced Professionals After many years in the corporate[…]

Deceased employee W2 amendment created negative payroll liability – Help?

Navigating Payroll Liabilities After the Passing of an Employee: A Guide for Employers Dealing with payroll issues[…]

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

Streamlining Receipt Tracking for Small Churches: Seeking Recommendations Managing finances in a small church can often become[…]

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

Streamlining Receipt Tracking for Churches: A Cost-Effective Solution If you’re managing finances for a small to medium-sized[…]

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

Understanding the Emotional Side of Sales: The Importance of Pricing Strategies In the dynamic world of business,[…]

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 As my wife prepares to take the[…]

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

The Most Unusual Document Submissions: Share Your Experiences! The world of client communications can certainly be unpredictable,[…]