I have been working on a presentation, and it has made me think about the problems I have discovered too many small businesses and non-profits have in their day-to-day operations. Of course, I am looking at this from the standpoint of accounting. There are some rhetorical questions to be asked, and hopefully, they will help…
Yesterday, I attended a virtual training session conducted by Intuit where new features coming to QuickBooks Online were announced. It was part of their Product Release Update series. As a Certified QuickBooks ProAdvisor, it is always good to know what is coming and what will soon be available so I can help clients make adjustments…
Now is the time to harden your passwords. Stop using simple, easy-to-remember passwords like: Your dog’s name Words like QWERTY or PASSWORD You child’s name. Instead, create a password with upper and lower case letters, numbers, and special characters. And it should make no sense to anyone. Here is an example: d$&vYF1F4Ig5@fkb And you will…
A new e-mail signature graphic has been created for my account. The graphic replaced the text as the signature. It’s a small but growing part of the recently launched marketing campaign to spread the word about Sheldon Bookkeeping and our recent push to accept new clients.
Inventory – Take Control Inventory can be a tricky thing for small businesses. If your business requires you to have inventory on hand, it really is one of those things that as a small business owner you do need to watch. In other words, you should take control of your inventory. During a recent 30-minute…
I am proud to mention something that most potential clients don’t think about when considering hiring a virtual bookkeeper. My clients know my first name. In addition to getting my personal cell phone number, they also get to know me. They don’t call an office and get placed on hold by an automatic answering system….
The Intuit Payroll Setup Checklist is now available for download on Sheldon Bookkeeping. The checklist is in PDF format. In an attempt to make it easier to find, it has also been added to the links section in the footer of this website. The checklist will open in a new browser window and can be…
Progress Invoicing in QuickBooks Online can really help small businesses with cash flow. Progress invoicing allows you split an estimate into as many invoices as you need. Instead of asking for full payment at the beginning of a project, customers are invoiced for partial payments. As work is completed, you simply add items from the initial…
If you are a small business owner, and your financial books are a mess, there is a simple solution. I am now offering a messy books clean up service. I can only take on a limited number of clients, of course. The business has to be using QuickBooks. The fee charged for the messy books…
On the first of each month, it is always a good practice to check the mileage tracker on your phone. For my clients, I recommend the QuickBooks Mileage tracker. Mileage tracking is built right into QuickBooks. Mileage deductions is important for small businesses, and that includes even part-time enterprises. Making deliveries, pcking up supplies, travel…
A published article by USA Today titled “Housing market: Pending home sales plunge for fourth straight month” reports the slowdown of the housing market. This news could impact real estate sales, contractors, firms that do remodeling services, lenders, and others associated with the industry. Start planning now for business changes next year. If you haven’t…
There is a new office phone number for Sheldon Bookkeeping: (717) 219-7301. The new line has been placed into service to help us better respond to clients. The policy of giving my personal mobile phone number to my clients remain in effect. I always want my clients to be able to reach me directly when…
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