No, your CRM is not an accounting software. Don't even think about it! There are no accounting internal controls in CRMs, Google Sheets, Excel, or any other non-specialized accounting software. Most cloud-based accounting software is cost-effective and some are free, like Wave. Saving your money by doing your books on Google Sheets is NOT worth the expense of having your bookkeeper or accountant undo months' worth of errors and mistakes. #dothisnotthat #cloudbasedaccounting #bookkeepingtips #businesstips #smallbusiness #businessowner #businesseducation #ceolife #moneymanagement #entrepreneurship #entrepreneurmindset #financialgoals #financialjourney #besuccessful #moneymatters #technology.
Carolann Brockman’s Post
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Hello to Everyone. I have owned CPB (Caring for People and Businesses) Bookkeeping and Accounting for 16 years. One of my clients found us on Google 3 years ago. He is a handyman and a darn good one. He said his QuickBooks Online file was a mess. He has used his QBO for invoicing his clients and receiving payments. After analyzing his QBO and noted so many problem areas, we sent him the analysis and what it would cost to do the clean-up. He told us what his goal for his business, which was to increase it by 2 fold. We then set on an engagement. Well 3 years later he has built his business way beyond his expectation and we have managed his monthly bookkeeping, set in place the protocol for his receipts according to the IRS guidelines, and we talk with him on a regular basis. --- This is what we do. We took his frustration off of his shoulders and allowed him to build his passion. Our philosophy is to: Not to allow businesses go out of business and build their passion. I am known as the Trekkian Bookkeeper because like Star Trek, there is always hope. Thank you for reading.
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Well, another year is now upon us. And with 2023 behind us, is it really behind us. What do I mean by this? If you are a business owner and your bookkeeping and account is not up to date and ready for your tax accountant; what is stopping you from getting everything up to date? We specialize in deep clean-ups of companies' financials --> When making important "life" decisions, Why is it people will do extensive search for the right attorney, or the right doctor? Why isn't the same extensive research not done to find the right accountant and/or bookkeeper. We have been contacted by several businesses who are 1 or 2 years behind in getting their bookkeeping and accounting up to date. In fact some do not have their 2022 nor their 2023 transactions in their QB yet. They call and want to get it all caught up..... They do not consider it will take several weeks to verify the transactions recorded in their QB files and what is outstanding from their bank statements and what transactions are outstanding in their QB register. Some companies think it will take only 1 week to bring a whole year of financials with 1 bank account and 3 credit cards. I do not know if this would be one of my Sci-Fi books or not... 1 year that would take 365 days normally into 7 days. Give us a call 561-351-0664 or email us carolann@cpbbookkeeping.com Our passion is about you and your company.
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Carolann Brockman reposted this
One of our clients, a Registered Dietic Nutritionist got in touch with me after she had purchased her QBOnline and connected both her personal and business bank account and credit card. The comment was: "Um I think I did something wrong and I do not know what to do". We had a consultation on what her bottom line was... So once I figured out what she wanted, we solved her dilemma and her tax accountant was so excited about her reports... JB has never looked back....she has been with us since 2010 #bookkeeper #bookkeeping #bookkeepingtips #bookkeepinghelp #bookkeepingservices #bookkeepingforsmallbusinesses #businesscoaching #businesscoachingonline #christianbusinesscoach #taxes #taxseason #taxpreparer #taxprofessional #selfemployed
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This is very true! A bookkeeper should be a partner in several industries such as mechanic & handyman services and construction company owners. Did you know that we help business owners identify opportunities for profit? We help businesses achieve financial health. Contact us for a free consultation to find out how we can help your business. #bookeeps #taxpayer #bookkeeper #entrepreneur101 #taxseason #businesstaxes #accountants #accountant #payrollmanagement #accountingservices #cpa #accountantslife #accountancy #accounting #bookkeepingservices #businesstips101 #businesstips #financialaccounting #businessprofessional #growyourbusiness #accountingandfinance #businesstools #businessstrategy #bookkeepingtips #businessgoal #bookkeepinghelp #businesssolutions #bookkeeperlife #businesshelp #bookkeepers
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Productivity Tips for everyone!
Productivity Tips! Running your business can be very challenging....building your business and trying to keep your own bookkeeping into your QuickBooks Every day your bookkeeping is not kept up to date that's another day behind your financials get. That’s why it’s so important to make sure you’re working smarter, not harder, and streamlining clunky workflows. So here's one tip for everyone! #productivitytips #productivity #productivityhacks #productivityhabits #productivitytools #motivation #productivitycoach #timemanagement #productivityhack #productivitytip #productivityplanner #timemanagementtips #productiveday #productive #entrepreneur #business #success #bookkeeping #goals #bookkeepingtips #businesstips #motivationalquotes #beproductive #productivityinbusiness #mindset #smallbusiness #inspiration #focus #goalsetting #cpbbookkeeping
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Staying organized is a key component of operating a successful business. Stumbling around to gather relevant information wastes time that you could be using to focus on growth. When you have one single place to find everything you need for your day-to-day and beyond, you avoid frustration and embrace productivity. To view your dashboard, head to your QuickBooks homepage. Here, you’ll see every functionality you need to run your business in one place: banking, sales, expenses, reports, taxes, accounting, and more. Through easy-to-interpret charts and graphs, you’ll gain a bird’s-eye view of how your business is doing and what you need to do next. If you’d like to view more of your dashboard and QuickBooks data visualization, you can hit the three lines in the upper left corner to minimize the navigation bar and see more insights. Book a free consultation today and let’s get you started on, using Quickbooks. https://lnkd.in/ezjR53Qp #bookkeepingservices #bookkeepingservicesforsmallbusiness #accountingservices #quickbooksonline #quickbooksproadvisor #financialstatements #solopreneurlife #virtualbookkeeper #quickbookstips #quickbookshelp #bookkeepinghelp #bookkeeping #quickbooks #quickbooksonline #quickbooksproadvisor #qbo #businessadvisory #smallbusiness #bookkeepingtips #servicebasedbusiness
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The IRS has increased the mileage rate this year from July 1 through December 31, 2022.
IRS increases mileage rate for the remainder of 2022 The IRS has increased the mileage rate this year from July 1 through December 31, 2022. * Business ** rates 1/1 through 6/30/22 $0.56.5 ** Rates 7/1 through 12/31/22 $0.62.50 * Medical/Moving ** rates 1/1/ through 6/30/22 $0.18 ** Rates 7/1 through 12/31/2022 $0.22 * Charitable ** Rates 1/1 through 6/30/22 $0.14 ** Rates 7/1 through 12/31/22 $0.14 Click on the link below for the full IRS IR-2022-124, June 9, 2022 report Source: https://lnkd.in/gyHgSqMG #taxtips101 #taxdebthelp #smallbusinesscheck #taxtipsforsmallbusiness #taxseason #debtfree #taxdebtreliefassistance #IRS #taxdebtforgiveness #taxexpert #taxdebtrelief #taxdebtresolution #taxtipsandtricks #IRSdebt #financialeducation #taxtipsforentrepreneurs #taxprofessional #smallbusinesshelp #taxtime #fileyourtaxes #instatax #taxcollection #taxdebtsettlement #IRShelp #taxdebtfree #taxreminder #irsmileagerates #mileagerateincrease #businessmileagerate
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What is Cloud Accounting Software?
Cloud accounting software - there are many different software out there for different industries. * QuickBooks Online is a very robust bookkeeping/accounting software with many stages to choose from. Most bookkeepers, and accountants use QuickBooks Online and QuickBooks Desktop * AccountingSuite is popular with the E-Commerce businesses, ETSY, Shopify and others * Wave is another online software many companies are using because of its simplicity and reporting documents So there are many online bookkeeping/accounting software to choose, and you have to do your homework on the type of software you need for your business. #bookkeepingservices #bookkeepingservicesforsmallbusiness #accountingservices #quickbooksonline #quickbooksproadvisor #zohobooks #financialstatements #solopreneurlife #virtualbookkeeper #quickbookstips #quickbookshelp #bookkeepinghelp #bookkeeping #quickbooks #quickbooksonline #quickbooksproadvisor #qbo #businessadvisory #smallbusiness #bookkeepingtips #servicebasedbusiness
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