How to charge for bookkeeping services
Is not knowing how to charge for bookkeeping services holding you back? I know that for many virtual bookkeepers, the problem isn’t the technical know-how; the problem is being able to confidently price their services. In this article, I’ll share the knowledge I’ve gathered over the years on how to charge for bookkeeping services.
How to work virtually with bookkeeping clients
Many businesses are switching to virtual offices, which opens up new challenges and exciting opportunities for accountants and bookkeepers. There are a few essentials you will need to know if you are ready to successfully make the switch to working virtually. Whether you’re just starting out as a bookkeeper, or you've been bookkeeping for a long time, I want to share my insights and experience on how to work virtually with bookkeeping clients.
Tips for taking on a massive Undeposited Funds cleanup in QBO
Taking on a massive undeposited funds cleanup in QuickBooks Online? It can be tough to know what to do when you are facing a ton of old transactions in the undeposited funds account. Here's my best tips for taking on a massive undeposited funds cleanup in QBO with confidence.
How to clean up Unapplied Cash Payment Income & Expenses in QuickBooks Online
Coming across unapplied cash payment income and expenses in the Profit and Loss report during a QuickBooks Online cleanup can leave you stumped. What are these accounts for and where did they come from? How do you clean up these accounts to get rid of the balances? Keep reading, and I’ll answer these questions and tell you how to clean up unapplied cash payment income and expenses in QuickBooks Online.
How to clean up Opening Balance Equity in QuickBooks Online
What should you do if you are working on a massive QuickBooks Online cleanup and you come across a mysterious balance in the Opening Balance Equity on the balance sheet? You probably won’t recall ever adding that account to QuickBooks Online, or categorizing any transactions to/from it. So what is it, and why is it showing up on your balance sheet? Keep reading and I’ll answer those questions and discuss how to clean up Opening Balance Equity in QuickBooks Online.
Using a cleanup checklist for successful QBO cleanups
QuickBooks cleanup projects can easily become overwhelming and time-consuming, especially if you’re not sure where to start. That’s why I always recommend using a cleanup checklist for successful QBO cleanups. It will help you stay on track, make sure nothing is missed, and give you confidence in the end result. Keep reading to find out more.