November 2, 2016

Once you have good accounting data, use it to improve your business!  Reports in QuickBooks Online keep getting better, but Excel is still the best for forecasts and analysis.  This is my favorite part of the job, and we will work out what you need to know and when you need to know it.  There's always the basic Profit & Loss (P&L), Accounts Receivable Aging (who's not paying you), and Balance Sheet (what you have and what you...

October 10, 2016

Planning is a process.  You should always be clear about the basic concept of your business:  Who you are, who your customer is, and what you do for them.  You don’t need a formal, written plan document unless you need to show it to someone else.  However, you should think through your business critically, jot down some notes, and review your assumptions on a monthly or quarterly basis.  Do it even if it’s just a few scribbles...

Please reload

These are the sort of charts I can make for you in Excel using QuickBooks data.

Links to apps mentioned here:

Featured Posts

I've been pretty happy with the Enhanced Payroll that comes with QuickBooks Online. It is inexpensive and all your payroll details are right there in...

Payroll

May 2, 2017

1/10
Please reload

Recent Posts

May 2, 2017

November 2, 2016

October 10, 2016

September 22, 2016

August 4, 2016

August 1, 2016

Please reload

Archive
Please reload

Search By Tags
Please reload

© 2019 by Mimi Posey Bookkeeping.  Proudly created with Wix.com

Mimi Posey Bookkeeping

13727 Kingsride Ln

Houston, TX   77079

832-287-4971

Mimi@poseybooks.com

xero-certified-advisor-badge-white.png