Ida Peters

Here’s a look at all the new and improved features that launched in July – built for owners. Find Clients Fast With Advanced Search Trying to track down a specific client within pages of listings? Now you can find the one you’re looking for faster, by applying filters to search by Phone Number, Email, Primary […] The post New & Improved in FreshBooks: Advanced Client Search, KeyPay Payroll, and More appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

If you’re looking for the best tips for taking on a massive undeposited funds cleanup in QuickBooks Online, this is the blog post for you. You may have recently taken on a QBO cleanup client and noticed that they have hundreds of old transactions in undeposited funds. Before you attempt to clean it up, let’s take a look at what you need to know so you can take on this project with confidence. Click on the video link below to watch: Tips for taking on a massive Undeposited Funds cleanup in QBO Tip #1: All transactions must be entered in QBO First, when taking on a massive QBO cleanup, we have to make sure we’re working with all transactions, and that everything has been entered in QBO . I recommend starting out with all invoices, customer payments, and deposits. Then, you need to make sure that you work through the bank feeds to ensure that everything is entered before you can continue. Tip #2: Reconcile business bank and credit card accounts Once all transactions are entered

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 New: Stay on Top of Your Numbers With Improved Dashboard Widgets appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

When you’re getting your accounting or bookkeeping business up and running it’s tempting to take on any client with a pulse and a credit card. But that strategy can backfire if you wind up dealing with difficult clients who just aren’t worth the time and effort. 4 Common Challenges in Accountant-Client Relationships If you’ve ever […] The post Difficult Accounting Clients: How to Handle Them…and When to Let Them Go appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

As a general contractor, you want to make sure that you’re pricing out each project accurately; otherwise, you could find yourself running out of budget mid-project, and ultimately having to break the news to your clients that their project is going to cost more than anticipated. But in construction, there are a lot of moving […] The post How to Price a Job as a General Contractor appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Before Jennifer Snyder became a certified professional organizer (CPO), she owned a wedding and event planning company. Both careers demand refined internal systems and careful attention to detail. Yet, despite having a brain built for processes and ample experience as a small business owner, Jennifer struggled with accounting. After years of relying on custom-built spreadsheets […] The post Why Professional Organizer Jennifer Recommends FreshBooks to Her Clients appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

We all know what delegation is, but let’s get this out of the way just as a refresher. Delegation involves managers deciding which work they should do themselves and which work should be entrusted to others. Delegation shifts the authority to make decisions and the responsibility for results from you to one of your employees, […] The post Delegate or Drown: How Delegation Empowers Your Team and Strengthens Your Business appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

We all know what delegation is, but let’s get this out of the way just as a refresher. Delegation involves managers deciding which work they should do themselves and which work should be entrusted to others. Delegation shifts the authority to make decisions and the responsibility for results from you to one of your employees, […] The post Delegate or Drown: How Delegation Empowers Your Team and Strengthens Your Business appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

As summer rolls on, new updates from FreshBooks continue to roll out. Here’s a look at all the new and improved features that launched in June, built for owners. Track Recurring Revenue on Your Dashboard The new Recurring Revenue widget gives you an at-a-glance view of all upcoming recurring income, broken down by client – […] The post New & Improved in FreshBooks: Recurring Revenue Widget, Reply-To Emails, and More appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .

Professional networking is vital to the growth of any career, and accounting is no exception. Yet, many accountants and bookkeepers inwardly groan at the idea of attending networking events, associating them with awkward conversations, gathering stacks of business cards, and the idea of “selling” yourself. However, when done right, networking is more about building relationships. […] The post How to Do Accountant Networking the Right Way appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners .