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 […]

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.

One on One: Kashoo

One on One is a series of reviews. Instead of a long-winded breakdown, I give you a quick summary along with one positive and one negative. In my first One on One review I talked about Wave. I thought I’d keep going through the bookkeeping services I use with my clients, so today I will […]

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 […]

Tell Me About Your Bookkeeping System

Today I come to you, my readers, with a question. I have spent the last 3+ years testing out different cloud-based bookkeeping options. Sometimes I just give them a few days “test run”. Other times they have impressed me enough to be added to my official bookkeeping toolbox. At present, I have 4 main services […]

Hiring A New Remote Bookkeeper

I’ve been very blessed with the opportunity to write guest posts for some great businesses, and the even greater people behind them.  This week is no exception. I recently contributed a post to the fine folks at Kashoo. Kashoo, if you don’t know, if a great online bookkeeping solution. Of all the ones I’ve worked […]

Bookkeeping – Made in Canada

It’s funny how the mind works. Driving around each day, I couldn’t tell you how many red Honda Civics passed me. But if I were to buy a red Honda Civic tomorrow, suddenly I’d be seeing them at every intersection. No, I’m not about to talk about cars, or give a Radiolab-style analysis on why […]