by Creative Balance Bookkeeper | Apr 15, 2025 | Learn
If your accountant is retiring, you might be wondering what to do next. Don’t panic! There are a few key steps you can take to ensure a smooth transition for your business finances. 1. Get Your Records in Order Before your accountant steps away, request all financial...
by Creative Balance Bookkeeper | Apr 1, 2025 | Learn
When managing your transactions in QuickBooks (or any accounting software), it’s important to understand whether to void or delete a transaction. The right choice can help you maintain accurate records and avoid potential issues down the line. Here’s a...
by Creative Balance Bookkeeper | Mar 16, 2025 | Learn
Managing your business finances can be overwhelming, but breaking it down into smaller, manageable tasks can make all the difference. Here’s a quick guide to the essential bookkeeping tasks you should tackle monthly to keep everything running smoothly and your...
by Creative Balance Bookkeeper | Mar 10, 2025 | Learn
Running a business is a lot of work, but there are ways to make things easier! One of the best ways to save time and reduce stress is by automating parts of your business finances. Here are a few things you can automate: Invoices – Set up recurring invoices for...
by Creative Balance Bookkeeper | Mar 5, 2025 | Learn
Not all bookkeepers are created equal, and finding the right one can make a world of difference for your business. You need someone who understands your industry, your goals, and the unique challenges you face. Here’s what to look for in a bookkeeper who truly “gets”...
