Posts from 7 June 2025

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

The Most Bizarre Document Submission Experiences: A Call for Stories In the realm of client communications, 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 Expert Tips After years of dedicated work in the Accounting[…]

advise regarding a software tool i’m building for an accounting firm.

Enhancing Accounting Software: Seeking Insights for Improvement Hello, fellow professionals! Over the past year, I’ve dedicated my[…]

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

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

Deceased employee W2 amendment created negative payroll liability – Help?

Navigating Payroll Complexities After the Loss of an Employee: A Guide for Business Owners The unexpected passing[…]

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

Common Bookkeeping Pitfalls in the Construction and Trade Industries Managing the finances in the construction and trade[…]

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

The Emotional Landscape of Sales: Navigating Pricing with Empathy In the world of sales, especially for service[…]

advise regarding a software tool i’m building for an accounting firm.

Seeking Insights for Enhancing an Accounting Software Tool As a software developer dedicated to improving the efficiency[…]

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

Navigating Co-Mingling Issues in QuickBooks: A Guide for Business Owners Recently, a friend of mine faced a[…]

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