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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

4 Reasons You Need a Bookkeeper

May 28, 2018 by Deb Howard Greenleaf

Yes, you do really need a bookkeeper. I admit, I'm a little biased as I offer bookkeeping services. But as an accountant and a bookkeeper, let me tell you that in no uncertain terms: you need to hire a bookkeeper as soon as you can afford one. Even if you've already hired an accountant.  That's because bookkeeping is different than accounting. A bookkeeper handles the ongoing financial … [Read more...]

Filed Under: Bookkeeping, New Business Tagged With: bookkeeper, bookkeeping

Top Financial Tools For Your First Year of Business

April 30, 2018 by Deb Howard Greenleaf

There are so many things to keep track of in your business, financially speaking. When you're first starting your business (and, frankly, for years after) you may find yourself overwhelmed. The best thing you can do is implement a few financial tools from the beginning (or as soon as you can) and you'll set yourself up for success for years to come. Top Tools for Saving Receipts I've talked about … [Read more...]

Filed Under: Bookkeeping, New Business Tagged With: apps, bookkeeping, first year, tools

Using QBO to Kill Clutter

November 15, 2016 by Deb Howard Greenleaf

Using QBO to Kill Clutter by Greenleaf Accouting

We have been hearing about the trend towards a paperless workplace for years now. However, many small businesses still struggle with all the receipts in their wallet, statements in the mail and payment notices in their inbox. One tool you may not have thought of in your fight to gain control of your messy desk is QuickBooks Online! QBO can be used as the central hub of your “Accounting … [Read more...]

Filed Under: Best Practices, Bookkeeping, Greenleaf Accounting, New Business

The Value of a Bookkeeping Routine

November 8, 2016 by Deb Howard Greenleaf

The Value of a Bookkeeping Routine by Greenleaf Accounting

It’s time for you to establish a bookkeeping system in your small business! By establishing a simple routine of daily, weekly, monthly and quarterly tasks, you will have the confidence to keep growing your business and be able to sleep at night, knowing that you haven’t forgotten to invoice a client or pay a bill. Not only will a simple bookkeeping routine allow you to focus your energies on what … [Read more...]

Filed Under: Best Practices, Bookkeeping, Greenleaf Accounting, New Business

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Recent Posts

5 Best Practices for Invoices That Get Paid Faster

We're excited to introduce a few new voices with the first in a series … [Read More...]

How to Pay yourself as an S-Corp

If your business is set up as an S-Corp (or an LLC with an … [Read More...]

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!

It's that time! The deadline to pay your fourth estimated tax payment … [Read More...]

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Recent Posts

  • 5 Best Practices for Invoices That Get Paid Faster
  • How to Pay yourself as an S-Corp
  • Is an S-Corp Right for Your Business?
  • Estimated Quarterly Taxes Due Soon!
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Reliable, Efficient and Precise

“Deb has handled my company’s invoicing and bookkeeping with impeccable attention to detail and service for several years. She is reliable, efficient and precise – remembering logistics, following through on details, and always smiling. I appreciate her help and value her expertise in handling my finances. Deb is the quintessential professional – I highly recommend her without hesitiaton.”

– Dr. Camille Preston, Owner,
AIM Leadership, LLC

Knows Her Stuff Inside & Out

“Deb is an amazing person, not only at what she does (in which she excels) but her personality is simply the best! She is always in clear control of her work; she knows her stuff inside and out; and she’s such a joy to work with and to count as a friend! I would highly recommend Deb to anyone who is looking for someone who is “above and beyond” the normal bookkeeper.”

– Vickie Turley, Chief Administrative Manager,
BossaNova Consulting Group, Inc.

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