Business by the Books

August 15, 2018

QuickBooks Online is a fairly straightforward software to use.  There are scenarios (in any software) that can be tricky to handle.

One of those is when you need to record a negative bank deposit.  This can happen when your third party vendor batches together both sales and refunds - and the refunds are greater than the sales.  So they take money out of your bank account, rather than make a deposit.

You could just record this amount as an expense...

March 21, 2017

Starting a small business is exciting!  You have an idea.  That idea buds with your first sale.  Then, a second sale, and before you know it, your company is in full bloom.

Excitement can sometimes fade quickly, however, as you realize all the tasks that need to be performed and the regulatory issues that need to be followed.   Some days you get overwhelmed with everything that needs to get done.  You are unsure how to handle these details,...

January 18, 2017

Xero is a cloud based accounting solution for SMB's (small and medium businesses) that has robust features, yet is easy to use. It's mobile application allows you to manage your business from anywhere. There are over 500 add-on apps that can help streamline your business and improve your processes with Xero. 

One of the best features that is often taken for granted or overlooked is the ability to add users. Xero lets you add an unlimited number of us...

December 7, 2016

Bookkeeping is a necessary part of owning and operating your business. Instead of dreading this vital function, I encourage you to take a fresh look at how you can simplify your bookkeeping process,  then utilize your up-to-date financial information to make better decisions for growing your business.

Start with the best accounting software

Selecting the best accounting software depends on what you sell, how you run your business and who will need acc...

May 25, 2016


Reliability is a word we often associate with our vehicles, our washing machines, and perhaps our best friends.


It's also a word we should associate with the software, employees, products and services and other resources used in our businesses.


Reliability equals consistent results, which means increased profits through efficiency, repeat sales and time saving procedures.


Producing reliable products and services, will result in reduced return rates...

April 19, 2016


Technology can be scary. Often times I hear these objections to a new solution:


  • I don't want to learn how to use another program or device

  • I don't want to spend more money on another solution

  • I don't have time to train my employees

  • There are so many options - I don't know what the best solution is


These can be valid concerns, however if you open your mind up to the possibility of something new, and more importantly to the bene...

March 7, 2016


We're all familiar with the phrase "time is money."


But I want you to stop and think about those three words.


Many small business owners try to tackle doing all the necessary tasks in their company, thinking they are saving money by not having to hire someone else, or not paying for a software solution to manage better workflow. Many times I've heard, "I can't afford to..."


Perhaps they can afford to...


They fail to realize that their time equals m...

October 15, 2015

The best way to get control of your finances and experience the freedom of being debt-free is to be intentional and have a plan.


There are many benefits of being financially debt-free including more life-style options, greater appreciation of non-financial moments and relationships, and a reduction of stress.


The first step to financial freedom is to stop spending money unnecessarily on items that are not in line with your long term goals.  Don’t sp...

August 6, 2015

If sharing your QuickBooks file

Is what you want to do

And you don't need constant access

I have the perfect solution for you!


Qbox is what I suggest

For bookkeepers and accountants too

If simplicity and price are priorities

Qbox will not leave you blue


Security you ask…

It's safer than many banks

On a scale of 1 to 10

It's an 11 I would rank


How does this program work

I hear you say out loud

You have a shared folder on your PC

And that folder goes to the cloud


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