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Archive for 'best practices'

Financial Forensics

I recently set up QB for a client and over the course of entering and reconciling a years worth of data I found that 40% of the information I entered was found on bank statements.   She thought she was a great hoarder of receipts, but that was not the case. The main culprit was […]

Knowing when to do what, when you are the person in charge

It’s hard to remember when to do what when you are self-employed.  There’s no boss telling you what your daily/weekly assignment is. I find it’s best to keep a to-do list that has dates assigned to tasks (I use google calendar’s task feature.  I can access it on the web and on my phone).  I […]