Author: Jackie
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Reconcile? Why?
Reconciling business bank and credit card accounts is an essential bookkeeping task that helps ensure financial records are accurate and up-to-date. Bookkeepers guide clients through the process of regularly reviewing account statements, identifying any discrepancies between recorded transactions and bank/card activity, and resolving any errors or missing entries. This practice helps businesses maintain tight control…
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I Need Your Clay!
We’ve all done it. We’ve made promises to our banker, real estate agent, or boss. We’ve told them that the paperwork is ready and we’ll send it right away by email, fax, or carrier pigeon. But we don’t. There are lots of reasons that paperwork gets delayed or lost in the shuffle. It’s called life.…
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Who Are These People? Part 4/4
YOU NEED A HERO! Imagine having one person who can handle both your day-to-day financial recordkeeping AND your tax needs? That’s essentially what you get with a bookkeeper who is also an Enrolled Agent (EA). It’s like a two-for-one superpower in the world of taxes and accounting! At the basic level, the bookkeeping side of…
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Who Are These People? Part 3/4
WHAT IS AN ENROLLED AGENT? So you know how taxes are a total headache that none of us really want to deal with? Well, Enrolled Agents are like the tax ninjas who live and breathe that complicated tax code stuff. They’re the ones you call when you need some serious tax help and guidance. Enrolled…
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Who Are These People? Part 2/4
HOW ARE ACCOUNTANTS ANY DIFFERENT? Alright, let’s talk about accountants – the financial wizards who take all those numbers and records from the bookkeepers and turn them into something truly magical (or at least super useful). While bookkeepers are all about recording the day-to-day transactions, accountants are the ones who analyze and interpret that financial…
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Who Are These People? Part 1/4
DEFINITION OF A BOOKKEEPER A bookkeeper is basically the person who keeps track of all the money coming in and going out of a business. They’re like the financial record keepers, making sure every transaction is properly documented and organized. Their main job is to record all the day-to-day financial transactions that happen in the…
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Worth the Effort
How can I accurately track job costs and create reliable estimates? Keeping a solid handle on job costs and creating reliable estimates is crucial for any business, especially in industries like construction, manufacturing, and services. Here’s how you can nail it: By consistently implementing these practices, you’ll be able to accurately track job costs, identify…
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Ready, Set, Grow
How can I scale up my business intelligently? Expanding your biz the smart way is key for sustainable growth and long-term success, especially in the trades. Here are some tips to consider when looking to level up your operations: Remember, scaling up should be a deliberate and well-planned process, driven by data and market demand,…
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Balancing Projects
How can I juggle multiple jobs effectively at once? Juggling multiple jobs at once can be a real headache, but with some smart planning and organization, it’s totally doable. Here are some tips to help you rock those concurrent projects: Follow these tips, and you’ll be a multi-project juggling pro, delivering successful gigs on time…