Posts from 7 June 2025

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

Navigating Co-Mingling of Personal and Business Expenses in QuickBooks: A Case Study When managing financial accounts for[…]

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

Empowering Small Businesses: A New Beginning in Freelance Bookkeeping After years of working for various organizations, my[…]

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

The Most Bizarre Ways Clients Have Submitted Documents In the world of client communications, we often come[…]

“Why Should You Have a Dedicated Payroll Bank Account?”

Understanding the Advantages of a Dedicated Payroll Bank Account In the world of business finance, maintaining clarity[…]

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

The Strangest Ways Documents Have Been Submitted: Share Your Stories! In the world of client communications, we[…]

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

Understanding the Emotional Side of Selling: Insights from a Recent Sales Call Last year, a particular sales[…]

“Why Should You Have a Distinct Bank Account Specifically for Payroll?”

The Advantages of Maintaining a Dedicated Payroll Bank Account As a business owner, managing finances can be[…]

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

Common Bookkeeping Pitfalls in the Construction and Trade Industries In the realm of construction and trade, keeping[…]

Deceased employee W2 amendment created negative payroll liability – Help?

Navigating Payroll Challenges After an Employee’s Passing: A Guide to Amending W-2s and Managing Liabilities The loss[…]

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