by Jody Linick | Jul 16, 2019 | Accounting, Bookkeeping Tips, Cloud Accounting, QuickBooks Training
So many users find the QB Undeposited Funds feature to be a mystery. Here’s a short video to explain how it works, and why you would use it. Mystery solved!...
by Jody Linick | Oct 12, 2015 | Accounting, Business Tips, Decision-Making Tips
Let’s face it – most bookkeepers are women, and most CPA’s are men. This is a generalization based on my 10 years of industry experience, and not based on any empirical evidence. And let’s face it, accounting/CPA firms charge more for bookkeeping services than most...
by Jody Linick | Sep 7, 2015 | Accounting, Business Development, Management Tips
It’s time to do something different in your bookkeeping practice: start using a formal Service Agreement. In my informal polling of bookkeepers, I find many do not use a Service Agreement or Engagement Letter when starting with a new client account. This document is...
by Jody Linick | Aug 11, 2015 | Accounting, Decision-Making Tips, Fraud
At a recent gathering of bookkeepers and accounting professionals, one attendee pulled me aside to solicit my advice on a dilemma she is facing: what to do about a former client who is paying staff under the table. My immediate advice: resign the position. She said...
