5 Year-End Must-Dos by December 31

5 Year-End Must-Dos by December 31

It’s that time of year when most of us are focused on the holidays … office parties, wrapping gifts and getting ready for a joyful season. That’s great, but you also should devote some of your time to what I call several year-end “Must-Dos” that will help you wrap up...
How to Get Ready for EMV Compliance

How to Get Ready for EMV Compliance

You probably remember when high-profile retailers encountered devastating data breaches over last year’s holiday. Ever since, the call for the smart chip credit card, or EMV (Europay, MasterCard and Visa), has grown louder, in an effort to make sure something like...
Document Retention 101

Document Retention 101

As a small business owner or employee, one thing you don’t want more of is paper. Yet, before you shred – yes, shred rather than toss in the trash – important documents, you need to know the guidelines on how long to keep documents, tax records and other important...
My Top 10 Favorite QuickBooks Online Apps

My Top 10 Favorite QuickBooks Online Apps

In my previous post about accounting for meals and entertainment expenses, I mentioned Receipt Bank as an app that syncs with QuickBooks Online to keep track of receipts and expenses. That’s just one example of an app that integrates with QuickBooks Online. Apps are...
Bookkeeping Tips for Meals & Entertainment Expenses

Bookkeeping Tips for Meals & Entertainment Expenses

One of the biggest myths in bookkeeping has to do with expenses related to meals and entertainment. If you don’t know this already, not everything is 100% deductible; in other words, you can’t take a client out for a steak dinner that costs $100 and think that entire...