Wednesday, September 27, 2017

Recipe For Success: Bringing Education to Everyone

I’m fortunate to have built a firm and livelihood that afford me a flexible mom-friendly lifestyle and an income to support my family as a single mom in a very expensive zip code.  I don’t take that for granted.  I am forever grateful that can leave work to be at school events for my children.  I’m grateful that the mortgage is paid up to date and that our housing is a given when for so many it isn’t.  I’m grateful that I get to do work I love and get to help others build businesses they love. 
This did not happen overnight.  It didn’t happen because I worked really hard and made it happen (although that is undeniably an ingredient in any success story).  Building a sustainable business through one of the greatest recessions and prospering without a college degree was possible because of the confluence of a host of moments and factors. 

The mentor led to the alternative education.  The affluent community made the education affordable.  The technology shift made the software affordable and a pay by seat server happen without which getting started or scaling wouldn’t have ever happened.  A series of events that all converged to make a comfortable life possible.  The root of it though was access to the education and training.  Without that the software would have come and gone. The boom of self-employed resulting from an economic recession would have meant nothing and I likely would have just been one of them.

Accounting and bookkeeping aren't for everyone, but for those that find it to be a fit, it can change their lives and the lives of their families.  Good work that pays enough to sustain a family, that doesn’t require $250k in student debt, and that allows one to live their life not just work is rare.

So, here is the execution of a mission.  A mission to bring affordable accounting training (not just bookkeeping) and education to everyone not just those living in affluent zip codes.  To bring jobs training and a career foundation that is sustainable, relevant and that prepares people for the next decades in the work landscape.  It’s one industry.  It’s one focus.  It can be a host of opportunities for a variety of people all looking for something that fits them and how life really works now.  Having a dependable income changes everything for people.  This is a step into that world and hopefully, for some, a launch pad for even greater things.

Beginning in October we will be offering a new class in-person and online. We are redefining what a bookkeeper does and what value they add. Please join us.

Tuesday, May 2, 2017

Wednesday, April 19, 2017

Payroll Services: A Cautionary Tale

This post has been removed. While we stand by all of the assertions listed in the article the corporation mentioned chose to address their marketing issue with a lawsuit. The first amendment is an expensive right to protect and we are not in the business of fighting corporations we are in the business of serving our customers. Please stand by for more information on our payroll insights and thoughts.

Tuesday, April 4, 2017

How to Start a Business: The First 14 Organizational Steps

     Now as anyone who has ever started a business knows there are a million steps to getting started.  You have a logo to design, colors to pick, leases to sign, office chairs to buy, staff to hire, marketing and branding to build out, product to test and the list goes on.  We are accountants so we can't help with that.  DON'T let me help pick font.  What we can help with is the brass tacks of getting going.  Here are the first steps for MOST people getting started.  

Monday, January 16, 2017

Downloading and Importing Banking Data Without Connecting the Bank In Quickbooks Desktop

There are a variety of circumstances in which you cannot connect the online banking to the Quickbooks desktop file.  For any bookkeeper, or business owner, that has ever had to hand enter more than a handful of transactions into Quickbooks the pain is real.  Alas, there is a workaround to help you import your banking and credit card data into Quickbooks without connecting the two directly.

The answer is to download your data from the bank as Quickbooks download files (obx files) within your online banking interface and import those files into your Quickbooks desktop file.  Downloaded files can also be shared with your bookkeeper for importing when sharing your online banking access may not be appropriate.

So how do you do it?

Each and every bank and credit card is different so it may take a little navigation to find the download functions.  With some banks if your business account is set up under personal online banking it may not be an option e.g. Bank of America, but in the majority of cases the function is there somewhere.

Once you have the file(s) downloaded you need to import them into Quickbooks.  **If you are working with Quickbooks on a cloud hosted solution or remote host you will need to move your downloads to the server where your Quickbooks file is located.  Under the banking drop-down menu select bank feeds and import web connect file and then select your previously downloaded files.

The bank feeds window will then open automatically and allow you to allocate and post transactions.  

Thursday, January 5, 2017

Taking Your Accounting Digital In 3, 2, 1

Getting your accounting out of the shoebox and into the 21st century is not just a thing of fantasy.  You can do it for yourself in under 5 minutes.  The most important part is to start.  For the timid and unsure this is the best way to get going and start making changes that will save you time and money.

3. Decide you are going to use technology to streamline your accounting processes starting right now. 
This doesn't include "I think I might" and "I'll try that". Commit and do it!

2. Download an app and get started.
We love Receipt BankHubdoc, and Evernote.  Each has its own pros and cons but all are solid proven and secure.  They all also offer a phone app and are easy to use.  

1.  Use it now.
The minute you install it try it with at least three receipts or bills.  Then use it again tomorrow and the next day too. 

Look at you.  You're streamlining things and saving time already.