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Showing posts from April, 2021

New & Improved in FreshBooks: Income Importer, Dashboard Widgets, and More

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It’s true that April showers bring May flowers – but they also bring a handful of new updates from FreshBooks. Here’s a look at all the new and improved features that launched in April, built for owners. Track All of Your Sales With the Income Importer The new Income Importer integration helps you track additional […] The post New & Improved in FreshBooks: Income Importer, Dashboard Widgets, and More appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Using a cleanup checklist for successful QBO cleanups

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QuickBooks cleanup projects can easily become overwhelming and time-consuming, especially if you’re not sure where to start. That’s why I always recommend using a cleanup checklist for successful QBO cleanups. It will help you stay on track, make sure nothing is missed, and give you confidence in the end result. Watch the video below or keep reading to see what a cleanup checklist can do for you. Click on the video link below to watch: Using a cleanup checklist for successful QBO cleanups First things first, what is a cleanup? What is a QuickBooks Online cleanup? Let’s define what I’m talking about just to make sure that we’re all on the same page. A cleanup starts with your client’s messy or incomplete books and follows a process – which includes reviewing the books, catching them up, fixing problems, and reconciling – and ends with books that are complete, accurate, and tax-ready. The cleanup process is full of challenges. When facing a cleanup, you may be wondering: Where

Using a cleanup checklist for successful QBO cleanups

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QuickBooks cleanup projects can easily become overwhelming and time-consuming, especially if you’re not sure where to start. That’s why I always recommend using a cleanup checklist for successful QBO cleanups. It will help you stay on track, make sure nothing is missed, and give you confidence in the end result. Watch the video below or keep reading to see what a cleanup checklist can do for you. Click on the video link below to watch: Using a cleanup checklist for successful QBO cleanups First things first, what is a cleanup? What is a QuickBooks Online cleanup? Let’s define what I’m talking about just to make sure that we’re all on the same page. A cleanup starts with your client’s messy or incomplete books and follows a process – which includes reviewing the books, catching them up, fixing problems, and reconciling – and ends with books that are complete, accurate, and tax-ready. The cleanup process is full of challenges. When facing a cleanup, you may be wondering: Where

The Most Important Financial Numbers You Need to Track to Grow Your Business

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If you use accounting software, you likely have access to a wealth of financial reports that offer a window into your business’ performance. However, if you’re like most busy entrepreneurs, you don’t have the time, the inclination, or the training to understand complex financial numbers. In fact, many small business owners focus solely on what […] The post The Most Important Financial Numbers You Need to Track to Grow Your Business appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Using a cleanup checklist for successful QBO cleanups

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QuickBooks cleanup projects can easily become overwhelming and time-consuming, especially if you’re not sure where to start. That’s why I always recommend using a cleanup checklist for successful QBO cleanups. It will help you stay on track, make sure nothing is missed, and give you confidence in the end result. Watch the video below or keep reading to see what a cleanup checklist can do for you. Click on the video link below to watch: Using a cleanup checklist for successful QBO cleanups First things first, what is a cleanup? What is a QuickBooks Online cleanup? Let’s define what I’m talking about just to make sure that we’re all on the same page. A cleanup starts with your client’s messy or incomplete books and follows a process – which includes reviewing the books, catching them up, fixing problems, and reconciling – and ends with books that are complete, accurate, and tax-ready. The cleanup process is full of challenges. When facing a cleanup, you may be wondering: Where

Using a cleanup checklist for successful QBO cleanups

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QuickBooks cleanup projects can easily become overwhelming and time-consuming, especially if you’re not sure where to start. That’s why I always recommend using a cleanup checklist for successful QBO cleanups. It will help you stay on track, make sure nothing is missed, and give you confidence in the end result. Watch the video below or keep reading to see what a cleanup checklist can do for you. Click on the video link below to watch: Using a cleanup checklist for successful QBO cleanups First things first, what is a cleanup? What is a QuickBooks Online cleanup? Let’s define what I’m talking about just to make sure that we’re all on the same page. A cleanup starts with your client’s messy or incomplete books and follows a process – which includes reviewing the books, catching them up, fixing problems, and reconciling – and ends with books that are complete, accurate, and tax-ready. The cleanup process is full of challenges. When facing a cleanup, you may be wondering: Where

Using a cleanup checklist for successful QBO cleanups

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QuickBooks cleanup projects can easily become overwhelming and time-consuming, especially if you’re not sure where to start. That’s why I always recommend using a cleanup checklist for successful QBO cleanups. It will help you stay on track, make sure nothing is missed, and give you confidence in the end result. Watch the video below or keep reading to see what a cleanup checklist can do for you. Click on the video link below to watch: Using a cleanup checklist for successful QBO cleanups First things first, what is a cleanup? What is a QuickBooks Online cleanup? Let’s define what I’m talking about just to make sure that we’re all on the same page. A cleanup starts with your client’s messy or incomplete books and follows a process – which includes reviewing the books, catching them up, fixing problems, and reconciling – and ends with books that are complete, accurate, and tax-ready. The cleanup process is full of challenges. When facing a cleanup, you may be wondering: Where

Can Your Business *Really* Go Paperless?

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Office life has come a long way from clacking typewriters and finicky fax machines. Many entrepreneurs take care of business with little more than a laptop, a smartphone and a printer. But don’t go patting yourself on the back for your frugal and eco-friendly ways just yet. How much paper passes through your office every […] The post Can Your Business *Really* Go Paperless? appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Your Guide to Mastering Cash Flow in Your Small Business [Free eBook]

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Managing your small business finances is all about balance. Finding the balance between your paycheck and expenses. Interestingly enough, how you manage your cash flow is personal (no one-size-fits-all method here!) That’s where our handy guide comes into play. We’ll give you a couple of examples and provide you with the tactics you need to […] The post Your Guide to Mastering Cash Flow in Your Small Business [Free eBook] appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Canada Tax: Your Guide to Form T2125

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Whether you’ve been in business for 6 months or 25 years, there’s one tax form that the Canada Revenue Agency (CRA) will be expecting from you this year and every year you’re in business: Form T2125, Statement of Business or Professional Activities. All service-based sole proprietors, non-incorporated business owners, and even unincorporated, limited liability, or […] The post Canada Tax: Your Guide to Form T2125 appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Stay on Top of Your Numbers With New & Improved Dashboard Widgets

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In order to plan for the future of your business, you need to know where it stands right now. But your day-to-day responsibilities can sometimes make it tough to keep up with all your numbers. Which makes it easy to lose track of how much money a client owes, or how well your cash is […] The post Stay on Top of Your Numbers With New & Improved Dashboard Widgets appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

U.S. Tax Checklist for Part-Time Freelancers and Solopreneurs

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Not sure which forms, reports, and records your side hustle or sole proprietorship needs this tax season? Get it together with this handy checklist. File Your Taxes With Confidence For many new freelancers, tax time can be a rude awakening. And it’s no walk in the park for veteran sole proprietors, either. If you struggle […] The post U.S. Tax Checklist for Part-Time Freelancers and Solopreneurs appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

3 Reports You Can’t Live Without at Tax Time

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If you own a small business, you likely have a big fear of missing something when it comes to doing your taxes. We’ve all been there: Digging through mountains of receipts, triple checking invoices from half a year ago, losing sleep over wondering if you categorized your expenses correctly. And even if you think you’ve […] The post 3 Reports You Can’t Live Without at Tax Time appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Canada Tax 101: What Is a W-8BEN Form?

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Every Canadian freelancer or sole proprietor appreciates a good U.S. client or two. With a population that’s nearly 10 times higher than ours, the U.S. is home to big and small companies in all kinds of industries. In fact, it’s not unusual for a talented Canadian graphic designer, writer, PR maven, IT specialist, or other […] The post Canada Tax 101: What Is a W-8BEN Form? appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .