Tag Archives: bookkeeping

Goodbye 2015, Hello 2016

Where did the year go? 2015 is over and all that’s left is to close out the financial year and get your taxes done. Opportunity for 2015 tax planning is gone (except for a last minute retirement account contribution, or estimated tax payments). So if you haven’t already done so, it’s time to tally up how you did last year.
First things first. If you hired any independent contractors (web/graphic design, attorney, accountant, virtual assistant, etc.) or paid rent to a landlord and you paid them $600 or more, there’s an excellent chance you need to issue them a 1099. The 1099 forms must be postmarked to recipients no later than January 31. So stop procrastinating and get your 2015 bookkeeping done. Need help getting those 1099s done? Click here.
Need some help pulling together those 2015 numbers? I can help you set up an Excel spreadsheet or an online accounting system in Quickbooks or Xero. Or perhaps your Quickbooks or Xero needs some cleaning up. Ready? Click here.
Have you resolved to really learn how to use Quickbooks or Xero better for your bookkeeping this year? Perhaps learn to do things more efficiently? I’ll teach you. Ready?Click here.
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Leverage Technology to Grow Your Business

I meet many business owners whose businesses are growing but are stuck because there’s not enough time in their schedule to work with clients and take care of the administrative side of things. There are a couple ways to get beyond this challenge.

One way to serve more clients is to outsource. What do you outsource? Your weaknesses. You know, those tasks you dread doing. Phone calls, cleaning, marketing, accounting, copywriting, etc. Outsourcing tasks to an expert not only frees up your time to work with more clients, that expert will get the job done faster and better than you because they are the expert. How to find those experts? Ask at networking events. Ask in your online groups. Look at Upwork.com. Post something on Craig’s List. Look at Fiverr.com.

Streamline and automate to grow your businessAnother way to free up time in your schedule is to streamline your business processes with technology. In the not too distant past, technology was something only affordable to big corporations with big budgets. Those days are gone. A great example of technology you can put to use right now is scheduling and booking software. How many sales have you lost because you didn’t follow up fast enough (or not at all) with a client to get an appointment scheduled? Online scheduling software such as TimeTrade, Acuity, and Booking Bug allow you to set appointment times for your clients to choose. Some of this software even allows your client to pay when they book the appointment. This type of software costs between $10 and $30 per month. If you make even one sale of at least $30 during the month, the software will pay for itself. Think of it. No more phone tag. No more lost opportunity. And since you are spending less time on the phone, you have more time to work with clients and grow your business. And that’s what you want, right? If you’d like some help putting technology to work for your business, please get in touch.

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