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houston bookkeeper year end checklist

Urgent Bookkeeping Year End Tasks: Here’s a Checklist

Time usually feels like a blur after Thanksgiving. With the year coming to a close, it’s time to review your financials! Don’t worry if you have no idea where to start. Here are some of the most important things to get started on first. For Employees: Check Form W-2s Take the time to check if […]

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Why Is Everyone Obsessing About Bookkeeping

(And What Happens When You Neglect Those Messy Books) You need to keep a firm handle on your finances. This is especially true if you’re running a business. Whether you have a small operation or a large one – you need to know the numbers right away. And this is why you can’t neglect proper […]

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How to Set Up Self-Service Payroll in Quickbooks

Most successful business get to the point when they need to hire their first employee. This is a big step forward. It can allow the business to serve more clients and get more tasks done. But employees require additional tasks be completed. Payroll is one of them. Setting up payroll in Quickbooks allows you to […]

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How to Add Customers in QuickBooks

Whether you sell goods or provide services, you need to keep a record of your customers. Adding new customers in Quickbooks is one of the first steps when setting up your accounting software. By setting up the customer information helps you create and send invoices quickly, track customer balances, and manage all details related to […]

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How to Add Vendors in QuickBooks

One of the first steps you need to deal with after setting up your QuickBooks account is to add vendors.  A Vendor or Supplier refers to any person or business that provides you with goods or services. It could be your internet provider, your landlord, or the dealer who provides you with items for sale.  […]

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Getting Started With Quickbooks Online

Getting started with Quickbooks Online.  We get a lot of visors to our site for this search phrase.  This is likely due to customers signing up with Quickbooks, following the tutorial to connect their bank account, and then wondering what they are to do next.  This article provides an overview of a few of the […]

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Benefits of Working With a Bookkeeper

When you think of hiring a bookkeeper, you may be thinking that the value proposition is that they can get your transactions or data cleaned up. This is one of the benefits of working with a bookkeeper. Many smaller businesses operate without accurate financial information. This leaves the owner with insufficient information to make business […]

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The Cash vs. Accrual Method of Accounting

A business has the ability to record transactions on a cash or accrual method of accounting. This is one of the first accounting decisions a business has to make. It is also one that a business has to evaluate on an ongoing basis. The benefit of using one method may no longer apply given changes […]

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Plan for Quarterly & Annual Bookkeeping Tasks

Reasonably up-to-date books can be used to make financial decisions.  Business can make changes and to seize opportunities. They can also show lenders and investors that the business is serious about doing things right.  But even with computers and systems that share electronic data, the business’ books will still be weeks if not months behind. […]

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Quickbooks Online: Working With the Bank Feed

Quickbooks Online can automate some bookkeeping tasks.  The process of importing transactions via the bank feed is one example.  Simply connecting the bank and having Quickbooks Online download the feed does not produce accurate financials.  It isn’t intended to do so. About the Quickbooks Online Bank Feed Quickbooks Online prompts users to connect their bank […]