Before you take on a new client, it pays to review their books and see what’s really going on. Did you know that you can get a pretty good picture of a potential client’s biggest QuickBooks problems in less time that you might think? Let me tell you how I review my client's books in just 15 minutes with my Smart Review System, so you can do it too.
When it comes to tracking Amazon inventory in QuickBooks Online, what are the do’s and don’ts? Well, my short answer is that you do want to track the inventory costs in QuickBooks Online, but you don’t want to track all of the details of inventory in QuickBooks Online. Keep reading to find out why that is not recommended and to learn what you should do instead.
Are you serious about becoming a confident, competent virtual bookkeeping professional? If the answer is yes, then you need to be willing to invest the time and money necessary to raise your skill level. Where can you get virtual bookkeeping training? I'll share several options with you.
A common struggle for e-commerce sellers using Amazon and/or Shopify lies in how to get the information from your Amazon and/or Shopify account into QuickBooks Online. Streamlining your numbers and getting them into your financial software with an app integration can save you a TON of time and effort. In this blog post, I want to share my recommended tool for seamlessly integrating QuickBooks Online with Amazon and Shopify - A2X.
Are you struggling to pick a niche for your virtual bookkeeping business? I hear so many of my peers asking, “How do I pick the ‘right’ niche?”, or “What is the most profitable niche?” I'm going to give you some tips on how to pick a niche for your bookkeeping business.
Sales tax can be a complicated topic for e-commerce sellers who are often selling to people in different states or even different countries, each with unique rules about collecting sales taxes. In this blog post, I’ll break down the 5 essentials every e-commerce seller should know about sales tax.
If you're an online seller, there may be several options when it comes to tracking your inventory. But, should you track your Shopify inventory in QuickBooks Online? The answer is... well... it depends.
In working with thousands of bookkeepers, and learning through my own ‘pricing journey’, I want to talk about five of the biggest pricing mistakes bookkeepers make, and how you can overcome them.
Accounting for online sellers is unique. Finding a good Amazon and Shopify accountant who understands those unique needs can be challenging. It is important to know the right questions to ask when interviewing accountants to handle the financials for your e-commerce business. I’ve come up with a comprehensive list of questions to help you in finding an e-commerce accountant who understands Amazon and Shopify.
If you're an online seller or if you're an accountant working with online sellers, doing the bookkeeping can be challenging (to say the least). In my experience, recording sales from Amazon is especially challenging because Amazon does things a little bit different. In this blog post, I will talk you through some of these challenges, and then give you some options for recording Amazon sales in QuickBooks Online.
Hi everyone. As some of you may know, I have spent the past couple of years building a library of 80+ free QuickBooks Online tutorials. I noticed that most of my tutorials related to entering income in QuickBooks or cover how to enter invoices. What about those of you who don’t invoice customers? Don’t worry – I didn’t forget you all. In fact, I’m going to share with you my secret method for how to record daily sales in QuickBooks Online.
By following my 5 step monthly bookkeeping system, you'll be able to have much more success doing your own books, because you'll actually know what you're supposed to be doing
Sometimes I wish that I could go back to the early days of my business and know what I know now. Of course, that's not possible, but I do want to help you avoid some of the same mistakes I made.
Can a CPA start a successful bookkeeping business? Well, I'm here to tell you that yes, a CPA can! As a matter of fact, I am a certified public accountant and I have a successful cloud accounting business. In this blog post, I will give you some tips from my experience on how I started my successful bookkeeping business.
So, how do you convince a bookkeeping prospect that they need and can afford your services? I actually think that you can't. The reason is that I don't think that
