QuickBooks Revisited

I talk an awful lot about online bookkeeping services. For most of my clients, it’s the best way for us to collaborate and for them to have real-time access to their books. There are, however, still some clients who just need the power that a desktop app like QuickBooks has to offer. I’ve had to […]

FreshBooks, Guest Posts, and Email Newsletters

If you haven’t been following them, the folks at FreshBooks have been busy. There aren’t a lot of things I would change about FreshBooks. No, it’s not a full-featured accounting package like QuickBooks, but it’s not meant to be, and it would ruin it’s charm by going down the path of feature-creep. One of the […]

Office Nostalgia Revisited

I wrote a while ago about how much I missed working with a physical stack of paper. Back in the dead tree days, it was so much easier to know where you stood in your workday. If, by 3:00PM, there was still more paper on the left side of my desk than the right (I’m […]

Don’t Deduct These

I ran across a great post today over on Inc.com’s site. It’s from Kimberly Weisul and Jody Padar, who clearly know what they’re talking about. I write a lot (especially in emails to clients) about what you can and can’t claim on a tax return. Kimberly & Jody have written up a great post about […]

ThatBookkeeper – Tax Time Greatest Hits

Looking back through the site and some of my guest posts…I’ve written quite a few posts about tax time. I thought it might be a good idea to highlight a few of my more popular posts from previous years. Simple Strategies for Last-Minute Tax Filers – A guest post I wrote for Entrepreneur.com last year […]

Your first self employment tax return

Yep…it’s tax season! I know this isn’t what you want to hear. Some of you would much rather talk about the start of Spring or March Madness. Actually, madness isn’t a bad way to describe this time of year in my world. Unfortunately, even if you don’t do this for a living, you need to […]

Archiving and Deleting Contacts in FreshBooks

I thought I’d share a tip about managing people in FreshBooks. My personal needs are quite simple. I track my clients so I can bill them. I don’t have any staff or subcontractors, even though logic keeps screaming at me that it’s time. Every so often I’ll add a new client, and once a year […]

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, […]

How I failed at communicating in 2013

I know a lot of you out there struggled in 2013. Ok, I’m guessing here, but I hope that I wasn’t the only one. Is that some sort of schadenfreude that I secretly hope others found 2013 really tough? Let’s just assume that a few of you got your butts kicked last year. I thought […]

Learning to Do Your Own Bookkeeping: An Introduction

New Year’s resolutions come in all sorts of categories. Some people want to start excercising more, and others want to spend more time on their favourite pasttime. In my line of work, however, there’s one major resolution I hear from the people who contact me. I want to get my bookkeeping organized this year. Sometimes […]