The Critical Drivers on Your Accounting Dashboard
When running a small business, there are a lot of critical numbers to know that’ll help you make better business decisions. While many KPIs (Key …
Ensuring a Solid Reporting System
In a previous article, we discussed creating a fundamentally sound reporting system. In this article, we’ll expand on that by focusing on having a proper …
Building Your Accounting Team
For your business’ accounting needs, knowing what services you need and how to set up your operational systems is the foundation of receiving accurate and …
Communicating the Numbers to the Owner
Recently in one of our workshops, an internal bookkeeper asked us: “How do I communicate to the owner the importance of these financial numbers? How …
What Are My Responsibilities as an Internal Bookkeeper?
Recently, a client of ours hired a new internal bookkeeper. This new employee asked us during onboarding what they needed to do each day, as …
3 Tips to Successful Onboarding With Your Accountant
When it’s time to bring a new accountant onto your team, follow these three guidelines to foster a smooth onboarding process. 1. Monthly Cash Flow …
Maximizing Your Return on Investment With Your Accountant
This article is focused on how to minimize your investment and receive the exact information you need from your accountant via two key strategies: Minimizing …
Cultivating an Audit Trail for Business Deductions
When tracking deductions for operating a vehicle while on the job, it’s either counted by mileage rate or expenses. Below, we discuss how to record …
Designing your Accounting and Operational Cash Flow Systems: Putting the Pieces Together
Let’s explore the different parts of your accounting system, how all the pieces come together and how you can design an accounting system to best …
Key steps for monitoring your personal credit reports
With our world being more inter-connected with technology and identify theft becoming more prevalent, monitoring your personal information for potential fraud is vital. Below are …