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Personal vs. Business Budgeting

Personal vs. Business Budgeting

by Monica Roca | Feb 23, 2021 | Accounting, Apps, Bookkeeping, Financial Planning, Money, Productivity, Tax Strategy, Technology

As an entrepreneur, it is essential to know how to properly manage both your personal finances and your business finances. At its simplest form, budgeting is the creation of a spending plan to determine in advance your income and outgoing expenses. This allows you to...
Last-Minute End Of Year Bookkeeping Checklist

Last-Minute End Of Year Bookkeeping Checklist

by Monica Roca | Jan 26, 2021 | Accounting, Apps, Bookkeeping, Financial Planning, Grow Your Business, Marketing, Productivity, Technology

Did 2020 come to an end and you never got around to taking care of your business’ year-end accounting processes? We get it. December is a busy month and between prepping for the holidays and planning for the new year, closing the books can sometimes become a burden...
Must Have Accounting Tools for Businesses

Must Have Accounting Tools for Businesses

by Monica Roca | Dec 22, 2020 | Accounting, Apps, Bookkeeping, Financial Planning, Grow Your Business, Marketing, Productivity, Technology

When people think of accounting they often think of the myriad of time-consuming, mundane tasks involved. While many of these tasks may seem insignificant from an outside perspective, the truth is that in accounting the devil is in the details. These details add up,...
Tips for Technology Integration

Tips for Technology Integration

by Walt Q. | Sep 18, 2020 | Accounting, Apps, Bookkeeping, Productivity, Technology

Integration Explained – A Guide for the Non-tech Set Even if technology is not your game, you’re likely keen to learn about finding ways to keep your systems talking to support the optimal performance levels of your business. (Who wouldn’t be?) Technology integration...
Pro Tips To Decipher Which QuickBooks Is Right For You

Pro Tips To Decipher Which QuickBooks Is Right For You

by Monica Roca | Apr 8, 2020 | Apps, Bookkeeping, QuickBooks, Technology

Should I use the QuickBooks Online version or the QuickBooks Desktop version? This is a top question for businesses using QuickBooks software for their accounting tasks, and the answer is – it depends. The good news is you have an experienced and knowledgeable...
The ABC’s of Mobile Payment Processing Apps

The ABC’s of Mobile Payment Processing Apps

by Monica Roca | Feb 25, 2020 | Apps, Bookkeeping, Money, Payments, Technology

Everyone, it seems, is using a mobile payment processing app to split the dinner bill, send money to kids at college or to cover the costs of shared vacations. From Venmo to Cash to Zelle, the options abound. Using these apps may seamlessly solve your cashless...

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