Resources

Here you will find helpful (and non-scary!) resources to support you as you put more Profit In Your Pocket.

How To: Run Reports

Here’s a quick how-to guide to help you run basic reports to get a bird’s eye view of your finances!

How To: Email Your Bookkeeper About Balance Sheet Issues

Blueprint to create an email describing issues you see with your Balance Sheet to send to your bookkeeper.

How To: Email Your Bookkeeper About P&L Issues

Blueprint to create an email describing issues you see with your P&L to send to your bookkeeper.

How To: Minor Adjustments to Save Tears and Swear Words

The following mini-training is designed to help you maximize Quickbooks at setup so you remove some of the default settings which can make your accounting journey frustrating!

How To: It's All About Routine
It's all about routine…

The great thing about bookkeeping is that once you’ve learned how to do it, you can tailor it to your life and routine. 
How To: Generating Reports in QBO

The following mini-training is designed to help you easily generate reports in Quickbooks Online!

How To: Set Up A No-Maintenance System For Success

Because shit hits the fan, I don’t expect operational perfection.  That’s why I help clients build systems with overlap.