(510) 773-2963 jody@fitbookspro.com

Completing the QB Vendor and Customer Data Fields

The importance of using the data fields in the QuickBooks Online Customer and Vendor records goes beyond just the name. Here's a link to my article on AccountingWeb.com discussing why this became important to me when a client went into the hospital. Here's the manual...

How to Spot and Avoid Embezzlement

Can you afford to take a $100K hit to cash on hand? What could this business have done to catch the fraudulent activity in a more timely manner? The answer is: perform a weekly, interim bank rec!

5 Tasks Small Business Owners Should Do

Here’s a link to my March AccountingWeb.com blog post on the topic “5 Tasks Small Business Owners Should Do.” We need to remind our clients that even though they have hired us, they cannot abdicate responsibility for reviewing and understanding their business books....

Thoughts On Mentorship

This got me to thinking, how many of us bookkeeping and accounting professionals are “paying it forward” by mentoring those coming up behind us?

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