Simple bookkeeping systems for sole proprietors

Posted 1 CommentPosted in Accounting, bookkeeping, QuckBooks, Small Business

In general, I try to have a coaching conversation with new clients and prospective clients about the reasonable time and cost allocation for bookkeeping in relation to other business factors. We hope to see this allocation consistent with others who are successful within a business niche and, if a significant difference exists, look more closely […]

Evolution of accounting support services

Posted 1 CommentPosted in Accounting, bookkeeping, Small Business

This message being delivered to post-tax season clients starting today: “My business, like yours and almost all other small businesses and nonprofit organizations, is moving through a period of rapid change in what is being called the “new normal”. In short, we need to ‘step up our game’, gain efficiencies through better use of technology, […]

A Fresh Look at Electronic Fund Transfer Payments

Posted Leave a commentPosted in Banking, bookkeeping, Small Business

In a perfect world, we should be able to “click and pay” anyone, anytime, securely, and at a reasonable fee. That would be true for businesses as well as individuals. The advancement of technology has enabled that process. However, the evolution of EFT processing in combination with other financial services has muddies the waters to […]

How does your ‘To Do List’ work?

Posted Leave a commentPosted in bookkeeping, Leadership, Self-employed

How does your “To Do List” work? I’d really like to know. Here’s my situation: Since I’m an MS Office platform guy (as most government and law offices are), I keep mine on the much improved “Microsoft To Do” app that is prominently positioned on my phone, iPad and PC. It integrates with other functions […]

Withdrawal of universal support for QuickBooks Online

Posted Leave a commentPosted in Accounting, bookkeeping, Small Business

We all know that business and technology are in a constant state of change. Certainly the small business accounting industry has seen plenty of change in recent years. After years of supporting the transition of private businesses and nonprofits’ accounting platform to QuickBooks Online as the core technology platform, I am withdrawing that universal endorsement. […]

Accounting services engagement agreement – updated for 2020

Posted 1 CommentPosted in Accounting, bookkeeping, Small Business

This page is outdated. A more recent version is available: Sample accounting services engagement agreement 2021 Dear : Thank you for choosing me to help you with business services and accounting. This engagement agreement is meant to clarify the details of our work. Even though it is long, it is written in plain language for […]

Reduce business checking fees

Posted Leave a commentPosted in Accounting, bookkeeping, Small Business

Today’s banking services are less expensive in the past but banks’ revenues are actually greater today. Why? Banks add extra fees for add-on services that can be avoided but only with proper management oversight. For example, most of the nation’s bill payment processors charge a hefty fee for cancelling and replacing a lost check. Many […]