I create and share helpful articles covering workflows, app stacks, accounting practices, IRS tips and any other topic which I believe could be interesting or beneficial to my clients/potential clients. Please like and follow me on Facebook, LinkedIn, and Instagram with the links below.

I will also be adding links here to training resources to help you produce and understand the most up to date financial information. Please check back often and take advantage of these training sessions as an investment in your business’s future.

Pryor Learning offers financial management and training for beginners to experts in all areas of the accounting cycle.

https://www.pryor.com/training-categories/finance-and-accounting

The Accounting Coach offers a variety of courses from accounting basics to stockholder equity in a web-based platform.

  https://www.accountingcoach.com

Intuit, the company behind QuickBooks, has a 21-point checklist for small business owners which includes a timeline for necessary tasks when running a business.

https://quickbooks.intuit.com/accounting/small-business-accounting-checklist-10-things


Articles

Communicating the details of daily transactions with your bookkeeper isn’t just good practice, it is a necessity.
Communicating the details of daily transactions with your bookkeeper isn’t just good practice, it is a […]
Remote Bookkeeping Services
The concept of remote work has become increasingly prevalent. However, when it comes to bookkeeping services, […]
How was your journey to April 15th?
Sometimes getting to April 15th seems like a journey. If you have filed your taxes and […]
Reconcile more than checking
The task of monthly reconciliations is more than just balancing the checking account. While reconciling the […]
Managing the Chart of Accounts is important
Managing the Chart of Accounts is important because it is the foundation of the financial reporting […]
Why is someone just a bookkeeper
Why is someone referred to as “just a bookkeeper”? Is it because there are varying degrees of […]
Avoid 1099 delays
Welcome to February 1st – did you get your 1099s filed on time? If it happened […]
Merit Account Services Icon
Happy New Year! You have probably made resolutions to be more health conscious but what about […]
Merit Account Services Icon
Signs you may be ready to hire a Bookkeeper – 1. You are spending too much […]