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QuickBooks Online Setup Guide
The Life & Legacy Organizer
Steps to Closing Your Books
Steps to Reviewing Your QB Account
Financial Health Checklist
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How to Protect Yourself from Financial Scams
Individuals aged 60 and older reported losses exceeding $3.4 billion due to financial scams in 2023. Learn how to protect yourself.
Maximizing Your Business Retirement Savings: What You Need to Know
How You Can Still Contribute Before Filing Your Taxes
The Life & Legacy Organizer: A Gift of Clarity and Peace of Mind
Preparing for the inevitable is an act of love.
How My Services Benefit Retirees and Their Families
Hiring a bookkeeper isn’t just about managing numbers—it’s about gaining peace of mind.
The Power of Classes in QuickBooks: A Guide
The Class Tracking feature can be a game-changer.
Running Your Household Like a Small Business: Insights from a Bookkeeper Who’s Also a Mom
Both require careful planning, budgeting, and juggling multiple responsibilities to stay on track.
How to Read Financial Reports (Without Falling Asleep)
With the right approach, you can easily make sense of the numbers.
Charitable Giving and Tax Benefits for Small Businesses
Share kindness this holiday season.
10 Things To Do Now: The End-of-Year Checklist
Get these 10 things done now to start the new year off to a fresh start!
10 QuickBooks Tips for Small Business Owners
These ten tips will help you simplify your finances and keep your books in order.
Online Resources for Learning QuickBooks
Here are some of the best online resources I know for learning QuickBooks.
8 Things to Do Now to Get Your Finances Organized Before the Holidays
As the holiday season approaches, it's time to think beyond the gifts and festivities and look closely at year-end financial planning.
Tips for Family-Owned Businesses Juggling It All
This also helps for work-from-home parents.
Why Your Business Needs a Website - And How to Build One
A website is a non-negotiable aspect of any business.