How to Increase Profit

I frequently see businesses that are not profitable or have small profit.  Usually, these owners are burned out and very frustrated and don’t know what to do to fix the situation.  Here are some of the methods I use to help them.  Heading into 2022 some of these problems are only getting worse including: QBO Read more about How to Increase Profit[…]


How videos help your SEO – 1st page of google example

I am personally excited about this post as I did something pretty cool.  It doesn’t have anything to do with bookkeeping or fractional CFO work but I wanted to share it with you in case it helps your business.  I have always heard that video is a an awesome way to do content for SEO. Read more about How videos help your SEO – 1st page of google example[…]

Profit and Loss

3 metrics you are focusing on that may not help improve your business – Revenue, Profit, Growth

Here are some metrics that are good metrics but sometimes business owners rely too heavily on them instead of really trying to improve the business.  Having a healthy business means that it is a sellable asset.  If you are a startup it will be different than a small business as they have different exit criteria. Read more about 3 metrics you are focusing on that may not help improve your business – Revenue, Profit, Growth[…]

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Podcast on Bookkeeping, Budgeting and Profitability

I had the pleasure of being on the Rialto Marketing Podcast with Tim Fitzpatrick.  We covered some great topics including – How can people be more efficient with bookkeeping? What do people get wrong when it comes to budgeting and planning? How do companies improve growth, profitability and. cash flow? Here is the Facebook live Read more about Podcast on Bookkeeping, Budgeting and Profitability[…]


How to classify transactions for bookkeeping

For most CEOs one thing they struggle with for bookkeeping is how to classify transactions – should it be an office expense, cost of goods sold, or ask my accountant?  Luckily there are some guidelines to follow from a tax perspective and so your financials are easy for someone to look at and understand how Read more about How to classify transactions for bookkeeping[…]


Employee Retention Credit (ERC) Overview

Now that PPP2 has come and gone for the most part we are seeing more questions for help on the Employee Retention Credit (ERC) to see if they are eligible and how to apply.  We will cover both in this article but first lets give a little background. What is the Employee Retention Credit (ERC)?  Read more about Employee Retention Credit (ERC) Overview[…]

qb time

Automate Hourly Invoicing using Quickbooks Time

Invoicing for hourly time across staff and clients is very time consuming.  We used to use Google Sheets and manually combine multiple staffs tabs into a master tab and filter it so that we could find out how much time was worked on a given client.  Then we would have to enter each line manually Read more about Automate Hourly Invoicing using Quickbooks Time[…]

CPA Firm Services

What can a CPA firm do for you?

Paul Heffner, CEO of Financial Pals, discusses what CPA firm services are and how they can be beneficial to personal and business financial health.  Although most small businesses are not required to have a CPA involved, it’s always a good idea for a small business and start-ups to hire a CPA to review its internal controls, evaluate accounting software, obtain tax advice, and so on.  Read more about What can a CPA firm do for you?[…]

Bookkeeping Services YouTube

What are bookkeeping services?

Bookkeeping is a very general term and has many different definitions kind of like a handyman.  Some handyman can repair everything from HVAC to plumbing and painting, while others really only do smaller jobs like change out locks or fix a garbage disposal.  Bookkeeping is the same way.   Some bookkeeping firms only provide basic bookkeeping Read more about What are bookkeeping services?[…]