Choosing the Right Bookkeeping Software
Being a bookkeeper is hard work, and each day is filled with a lot of decisions. As an employee, you have to decide: How to record transactions When to file returns How to present the latest numbers And on, and on As a freelancer or business owner, you have even more decisions to make. What […]
Why Bookkeepers Should Go Back To School: (Part 2 – The Software)
Welcome to Week 2 of our Back to School month. Last week we talked about how to improve your core bookkeeping skills. This week I’d like to focus on the tools we use to get our work done. More specifically, how to get some app-specific training so you can get the most out of the […]
7 Tips to Prevent Sync Issues in FreshBooks
The term synchronize seems too technical to inspire a lot of emotions. But tell someone that they just lost their data due to a “synchronization error” and all sorts of emotions begin to emerge. Sync (or is it synch?) has been one of those features that you love and hate. Everyone wants their app to […]
Making the Move to Harvest
After I just talked about making a big move last month, it looks like I’m doing it again. Last month I talked about a client who I was moving from QuickBooks desktop to QuickBooks Online. I’ll be writing more about that in the future, but now I’m facing another move. One of my clients is […]
Bookkeeping and Technology: Part 2: My Setup
This is the second post in my series about bookkeeping and technology. Last time I wrote about the early days of moving my business online. Today I’d like to talk about the tech I use and how it has changed the way I run my business. For the sake of brevity we’ll stick to what I use for client bookkeeping.
My basic criteria:
If my client is going to be using it, I want the interface clean and simple. There should be as little industry jargon as possible.
Is this a slight on my clients? Of course not.
My job as a bookkeeper isn’t just to record business data and generate reports. My job is to make that part of an owner’s business as simple as possible. I want my client to worry as little as possible about entering data so they can get back to doing what they do best.
Should bookkeepers be certified?
I know I have mentioned this at least 153 times…but I’m Canadian. And, as a Canadian, we bookkeepers don’t require any type of official certification in order to start working. Sadly, you probably don’t even need to know how to spell bookkeeper before you start charging people to do their books. Let’s not forget the […]
FreshBooks: Get paid automatically without asking for their credit card
Today I wanted to share a little tip I just discovered. FreshBooks has a nice feature that I just have much opportunity to use. It’s called auto-bill. If you have clients who get billed the same amount each month (a subscription service for example) you can setup a recurring invoice. The recurring invoice gets sent […]
ChronoMate
This week I wanted to share with you a few of the tools I use to get things done. They’re not huge apps made by gigantic companies, but they do one or two things really well and help me make the most of my busy days. Today I’ll start out with ChronoMate. As I’ve mentioned […]
FreshBooks Adds Journal Entries
Thursday, while most of us were freaking out about Valentine’s Day…FreshBooks was releasing a handy new feature. With tax time fast approaching, one of the big problems business owners face is getting their data sent to their accountants. If your accountant isn’t up to date with cloud-based services like FreshBooks…it’s even more difficult. Time was, […]
5 Things You Give Up When You Move Your Bookkeeping Online
I made a big jump back in 2010. I decided to try out a few online bookkeeping services…just for fun. I had never considered them a viable alternative to my QuickBooks, but thought it would be an interesting experiment. Fast forward almost 4 years and I’m using Xero, Freshbooks, Kashoo, and Wave every day. I […]