Stop re-coding the same transactions every month Let us help with a one-time QuickBooks bank rules setup project to get rules cleaned up and caught up. The problem Every month, the same vendors show up… Stop re-coding the same transactions every month
Here is a video of me practicing a presentation that I gave to a B2B networking lunch group. We discussed how to reduce manual accounting tasks including AR (Recurring Payments and Reminders), AP (Bill.com) Hourly… How to Automate Accounting
This is a presentation I gave to a CO CPA group on how I scaled Finance Pals to provide bookkeeping, tax and cfo work. Here is the main agenda –
This was from a lunch and learn where we discussed the following – Business and Personal uses of AI with some examples creating images, poems, and employee handbooks. Hot topics like Sora and the risks… AI for fun and work
We hosted a lunch and learn with our team discussing some strategies people use to save money on taxes. Se the video and slides below and let us know if you have any questions or… Small business tax savings opportunties
I am working a lot with companies that have been around for 5-10 years or longer and have revenues in the $2-$10 million range but their profits are getting smaller or stalled out. There are… Increase your profit – Understanding your Margins
It sounds counterintuitive at first but one way to increase your profits is to fire trouble clients or staff. Mike Michalowicz wrote a book called the pumpkin plan where they discuss coming up with the… Increase your profits – Fire some clients / staff
With the rising interest rates I have seen companies make 2 common mistakes that are now more costly. Not paying down highest interest rates first Having excess cash sitting in the bank and not making… Increase your profits – Interest rates
We are into summer of 2023 and small business profits are getting squeezed tighter and tighter as employees ask for raises to deal with inflation and customers are not as willing to accept price increases… How to improve profit – Goals / KPIs
