Michelle Gerac

Deleting a Bank or Credit Card Account Connected to the Bank Feed

Deleting a bank or credit card account connected to the bank feed is a two-step process. This micro workout quickly walks you through the steps necessary to correctly remove the account. An important note is you want the balance in the account to be zero before deleting (“Make In-Active”) the account, otherwise, QuickBooks will put …

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The 3-Minute Rule: Say Less to Get More from any Pitch or Presentation By: Brant Pinvidic – Book Review

The concept of this book is that most people are too close to their product to create a pitch that doesn’t lose their audience. An effective pitch can and should be around 3 minutes. Brant Pinvidic, the author does a great job of mixing information with stories backing up his claim. The book guides you …

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The bullet journal method: track the past, order the present, design the future; By: Ryder Carroll – Book Review

Book Review for The Bullet Journal Method: Track the Past, Order the Present, Design the Future by Ryder Carroll Full disclosure, I first read this book over a year ago. The reason I’m giving a book review on it now is that it mostly worked for me, and I think it could help some other …

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10 bookkeeping tasks every business owner needs to make sure are being done

If you are a business owner who is also doing your own bookkeeping, I know you are BUSY! I’ve created a quick list to help you streamline what you should be doing at a minimum. Daily – Collecting receipts, invoices, and a record of all transactions taking place each day as well as having a …

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Bookkeeping Year-End Checklist for Small Businesses:

Enter all transactions incurred for year. Reconcile bank accounts (ensure all transactions are cleared, reconciled, or voided if duplicate/incorrect). Review Account Receivable Aging Report and send statements to customers with open balances. Review open balances on Accounts Payable Aging Report. Review contractors paid and file 1099’s as necessary. Create Profit & Loss Report and Balance …

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