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Our bookkeeping firm opened an office in Houston about a year ago and it’s time to look back and draw lessons from our experience. Our Houston bookkeeping business is growing very nicely, but at the same time, we’ve had to learn how to handle a few…
Many businesses come to a point when their QuickBooks file has become too large. How can you tell when “large is too large” and what can you do about it? The definition of “too large” in QuickBooks is fuzzy. You can hit a ceiling based on the sheer size of
What are the three tools that you should expect your bookkeeper to know inside out? QuickBooks, Excel and web conferencing. Yes, web conference tools are now critical if you use an outside bookkeeper to support your accounting needs…
The first baby step with QuickBooks can be intimidating. Whether you are starting a brand new business or you decided to move the books of your existing business to QuickBooks for the first time, there is this always this moment of pause…
If at the end of the year, you offer to your CPA to send him your QuickBooks file to prepare your taxes and he replies “No, just send me reports”, this is a huge red flag. You need to expect more from your CPA.Luckily, most CPAs are comfortable…
Let’s assume that you are 6 months behind with QuickBooks. You haven’t entered all the data. You haven’t reconciled the bank accounts. Your A/P and A/R are not representative of your current situation. What do you do? You have two options: #1 Catch up on the…
One of the most painful and time consuming tasks in QuickBooks is the process of reconciling the credit card deposits made by your merchant service provider to your bank account. They seldom match because the merchant service provider deducts fees and…
ProLedge Bookkeeping Services announced the opening of its latest office in Dallas, TX. ProLedge is a leading provider of bookkeeping services to small and medium size businesses nationwide. In the Austin, Houston and Dallas metro areas, where ProLedge has…
Whether you are looking to backup just your QuickBooks file, all your documents or your whole computer, options are many, but online backup solutions need to be in your repertoire. Online backup services are now mainstream…
Bookkeepers and accountants are not interchangeable. There are tasks that clearly belong to your bookkeeper and others that belong to your CPA. In many people’s mind, the demarcation line is blurry and this is because, historically, both professions have had…
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