top of page

All Posts


Bookkeeping Tasks
We get it! Not all businesses are large enough to hire an in-house bookkeeper. Sometimes (lets be honest... lots of times) small business owners have to keep their own books. That's where we come in to help! Please enjoy our bookkeeping checklist! This checklist breaks down bookkeeping tasks into weekly, monthly, quarterly, and annual sections so that you never have to open Quickbooks and guess what you need to do. Stay on top of your Quickbooks by following our checklist! An
Ellen Moore
Nov 13, 20251 min read


Industry Specific Bookkeeping Tips: Restaurants/Food Service
The food service industry is BOOMING, and we love to support local eateries/startups! Here are some tips to keep your restaurant serving...
Ellen Moore
Oct 16, 20252 min read


Industry Specific Bookkeeping Tips: Non-Profits
Nonprofit bookkeeping requires accurate record-keeping, compliance with Generally Accepted Accounting Principles (GAAP), adherence to IRS...
Ellen Moore
Oct 9, 20252 min read


Industry Specific Bookkeeping Tips: Retail!
Retail stores make up a VAST number of new businesses! You have products you are passionate about! Keep in mind these few key bookkeeping...
Ellen Moore
Oct 2, 20252 min read


Industry Specific Bookkeeping Tips: Hairstylists!
Today, we’re focusing on hairstylists! Let’s be honest… who doesn’t LOVE going to the salon and walking out feeling like a brand new...
Ellen Moore
Sep 25, 20252 min read


Industry Specific Bookkeeping Tips: Real Estate
For real estate bookkeeping, it is essential to be “obsessed with the details”. Please note, I am not a tax professional, nor can I give...
Ellen Moore
Sep 18, 20252 min read


Industry-Specific Bookkeeping Tips: Construction and Contracting
In the contracting and construction industries, it can be confusing to keep your books in line. There are so many variables to consider...
Ellen Moore
Sep 11, 20252 min read


Boost Your Business Insight with Project Tracking in QuickBooks
If you work on multiple client jobs or long-term contracts, knowing exactly how much time, money, and resources go into each project is...
Ellen Moore
Aug 28, 20251 min read


Employee vs. Independent Contractor: What Business Owners Need to Know
When you hire help, it’s important to understand whether the person you bring on is an employee or an independent contractor —because...
Ellen Moore
Aug 21, 20251 min read


Why Bookkeeping Feels So Overwhelming for Service-Based Business Owners
If you run a service-based business, you already know your days rarely go as planned. One client calls with a last-minute request,...
Ellen Moore
Aug 15, 20252 min read


Sticky Situations You May Not Know How to Handle Part 5
Seeing Double? Here’s a step-by-step guide to reconciling accounts with missing or duplicate transactions in QuickBooks Online , along...
Ellen Moore
Aug 7, 20252 min read


Sticky Situations You May Not Know How to Handle Part 4
Today, we're talking about SALES TAX! There can be a lot of hesitation and confusion around inputing sales tax in your quickbooks and how...
Ellen Moore
Jul 31, 20252 min read


Sticky Situations You May Not Know How to Handle Part 3
Sometimes, we have loans! And also... sometimes we don't know how to categorize them correctly in Quickbooks... Let's talk about how to...
Ellen Moore
Jul 24, 20252 min read


Sticky Situations You May Not Know How to Handle Part 2
We've all been in the situation where y ou receive a customer payment but don’t deposit it to the bank right away, or you group multiple...
Ellen Moore
Jul 17, 20252 min read


Sticky Situations You May Not Know How to Handle Part 1
Sometimes, n ew (or even seasoned) business owners mix personal and business funds. It’s tricky to know how to properly record when you...
Ellen Moore
Jul 10, 20252 min read


When to Hire a Bookkeeper (and How They Can Help Your Business Grow)
While QuickBooks makes bookkeeping easier, there may come a point where you need help managing it all. If you’re falling behind on your...
Ellen Moore
Jul 3, 20251 min read


5 Financial Reports Every Small Business Should Run in QuickBooks
One of QuickBooks’ biggest strengths is its ability to generate detailed financial reports. These aren’t just for tax season—they provide...
Ellen Moore
Jun 26, 20251 min read


Best Bookkeeping Practices for Small Business Owners Using QuickBooks
Using QuickBooks is only effective if you commit to a few regular bookkeeping habits. Staying consistent with your financial tasks helps...
Ellen Moore
Jun 19, 20251 min read


Top QuickBooks Features New Business Owners Should Use Right Away
Once your QuickBooks account is set up, it’s time to take advantage of the features that make day-to-day bookkeeping easier. These tools...
Ellen Moore
Jun 12, 20251 min read


How to Set Up QuickBooks for Your Small Business (Step-by-Step Guide)
Before diving into daily bookkeeping tasks, it’s important to set up QuickBooks properly. A clean setup ensures your records are accurate...
Ellen Moore
Jun 5, 20251 min read
bottom of page