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Exactly What to Include in Your New Client Welcome Packet

June 25, 2018 by Deb Howard Greenleaf

Continuing in our series about what you need to know during your first year in business, today we're going to look at what you need to include in a New Client Welcome Kit. Exactly what you need to include will vary based on your industry, but there are a few major elements every welcome kit should include.  Details on How and When to Get Paid A stumbling block for many small business owners is … [Read more...]

Filed Under: Best Practices, Bookkeeping, New Business Tagged With: new client, welcome kit

Top Apps for Invoicing

June 13, 2018 by Deb Howard Greenleaf

  In a recent post I talked about the top financial tools for your first year in business, but I wanted to come back to one of the most important tools today: invoicing software. For most of my clients, invoicing is the source of most of their income so it's crucial they're using the best software solution available. There are many great solutions out there so let's talk about a few … [Read more...]

Filed Under: Best Practices, Bookkeeping Tagged With: apps, bill for your time, billing, invoicing

Guidelines for Hiring Subcontractors

May 14, 2018 by Deb Howard Greenleaf

As your business grows, it might be time to start hiring help. You can do that by hiring employees or working with subcontractors. If you hire an employee, you have to deal with salaries, payroll taxes, and many other legal and HR related issues. If you hire a subcontractor, things are a bit simplified - as long as you follow the right guidelines.  Since many small business owners prefer to … [Read more...]

Filed Under: 1099 Reporting, Best Practices, Small Biz Taxes Tagged With: 1099, contractors, hiring

Stop Using Excel for Your Bookkeeping!

April 19, 2018 by Deb Howard Greenleaf

Many new business owners try to use Excel for bookkeeping, especially in the early days of their businesses. They are, understandably,  trying to keep costs low and don't want to spend money on hiring help or investing in software. But trying to use Excel for your books never ends well. Here are a few reasons why.  When you try to do it yourself, you simply don't do it at all.  I can't tell you … [Read more...]

Filed Under: Best Practices, Bookkeeping Tagged With: best practice, bookkeeping, consultant, Excel

Stop Using a Shoebox for Receipts!

March 20, 2018 by Deb Howard Greenleaf

There's a reason people joke about business owners keeping receipts in shoe boxes - because they do! It happens every year. Someone comes into their accountant's office with a big box (or bag, or folder), and the accountant is stuck sorting through crumpled receipts and trying to decide what's important and what isn't.  Save yourself and your accountant time and money by keeping up with your … [Read more...]

Filed Under: Best Practices, Bookkeeping

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Recent Posts

5 Best Practices for Invoices That Get Paid Faster

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Is an S-Corp Right for Your Business?

With all the recent tax shakeups, more and more small businesses are … [Read More...]

Estimated Quarterly Taxes Due Soon!

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