How to Get the Most Out of Your Bookkeeper

So, you've hired a bookkeeper for your small business. Now what?

You need to set the stage for a productive relationship! A bookkeeper is not an unknown, hidden figure crunching numbers in the background. They are a vital part of your small business's financial success.

Set tasks ... read more

What is a Financial Consultant and is it Worth the Investment?

How does a well-padded retirement fund sound to you?

Or what about a well-stocked college fund for your kids?

Or how about simply a lump sum of money for a rainy day?

If you manage your money right, there's no reason why you can't have these things. In fact, the earlier you start managing ... read more

Tips for Cash Flow Management

3 Essential Cash Flow Management Tips for Your Business

In the business world, cash flow management is vital to reaching profitability.   Surprisingly, many entrepreneurs don't seem to be aware of this simple fact. They don't take any steps to manage their cash flow, which usually leaves them with an empty bank account. The good n ... read more

Introduction to Key Metrics

Introduction to Key Metrics – Part 1

We recently had a new client approach us with some questions on how they could measure whether their business was heading in the right direction.  They have a store front florist business with a focus on events but special occasion gift baskets were starting to make a significant contribution to their revenue.  They felt it would be a good time to start trying to understand where their revenue w ... read more

Fixing QB problems

Fixing QB problems by Deleting or Voiding Transactions – Don’t press delete just yet.

For a lot of new clients that come to us they struggle with trying to figure out how their last year statements changed or how an already reconciled bank statement is no longer reconciled.  Sometimes it can take hours of reviewing transactions to figure out what has happened. Full disclosure, I am old school and learnt accounting software starting with ACCPAC for DOS.   And I have to say, I ... read more

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