article thumbnail

Tips for taking on a messy comingling cleanup in QuickBooks Online

5 Minute Bookkeeping

When that happens to you, here are my tips for taking on a messy comingling cleanup in QuickBooks Online. It is using personal funds to pay for business expenses or using business funds to cover personal expenses. It is tracking personal bank and credit card accounts within QuickBooks Online. What is Comingling?

article thumbnail

My scariest QuickBooks cleanup horror stories

5 Minute Bookkeeping

Today, I’m sharing my scariest QuickBooks cleanup horror stories. I’ve put together my most chilling QuickBooks cleanup tales for you. The Tale of the Multiple QuickBooks Personalities. This story begins with a client who came to me using QuickBooks Desktop. This was a few years ago when I worked on QuickBooks Desktop.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

ChatGPT for bookkeepers how to become a marketing machine in 3 steps

5 Minute Bookkeeping

A good example of an about you paragraph is: “ Danielle Jones is the owner of a bookkeeping business in Sacramento, California. She specializes in QuickBooks Online. Try asking ChatGPT to craft a 300 to 500-word blog post about optimizing retainers in QuickBooks Online, specifying the friendly and informative tone we desire.

article thumbnail

How to Avoid the Pitfalls of Messy Bookkeeping

Stephanie Peterson

By maintaining your books regularly, reviewing reports, and reconciling your accounts at the end of each month, you can avoid bookkeeping disasters. Finally, having clean books simplifies making wise business choices and helps you stay organized for tax season. Located in Murrieta, CA, and servicing clients nationwide!

article thumbnail

5 reasons why clients keep pushing back on your bookkeeping prices

5 Minute Bookkeeping

5: Lack of Differentiation A good way to differentiate yourself from other bookkeepers is to specialize in accounting software like QuickBooks Online. Solve a specific problem that business owners are struggling with. Focus on how your services can help achieve those goa ls. #5:

article thumbnail

How To Start a Bookkeeping Business in 2022 [Step by Step]

Future Firm

In starting an accounting firm, the combination of accounting and bookkeeping services, processes, and technology required to deliver an ideal outcome to the market you are targeting in a repeatable, systematic way would be a simple way to think about what a productized service offer is. QuickBooks Online. VoIP Phone Service.