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I’ve noticed a trend over the last decade that worries me for small business owners. As the large accounting software providers continue to market their software as user friendly saying lines like “no prior accounting knowledge necessary to use our software,” I’ve seen more and more business owners employing the wrong personnel for the wrong job. 

I’ve seen it time and time again. When the person you employ to update your QuickBooks Online or Xero software doesn’t fully understand how to do truly excellent bookkeeping, bad things happen. You may miss deductions you rightfully should be getting, your bank, credit card, and loan accounts never get reconciled to their corresponding statements causing incorrect balances on the balance sheet, the financial statements stop making intuitive sense to you so you begin to ignore them rather than understand them and correct them, and ultimately your bookkeeping ceases to be a source of accurate reporting to help you understand and fine tune your business. 

On the flip side, I’ve also seen college educated accountants make mistakes with the accounting software because they haven’t taken the time to fully understand how the software works. They know they can override the functions and systems built into the software because at the end of the day, “we just need the numbers to tie,” but this is ignoring all the benefits you get from utilizing the software to its fullest potential. 

You need a professional who both understands and implements the accounting fundamentals, but who also enjoys fine tuning and getting the most functionality out of the software as possible. 

When you sign up for our bookkeeping services, I make sure your bank accounts are properly importing your bank transactions and that the transaction data is being coded to the proper accounts. Then every month, I reconcile all of your bank, credit card, and loan accounts on your balance sheet. This would include the often fraught three way reconciliations of IOLTA accounts for law firms. It’s vital that this is done correctly. 

In addition, I can help set up for you AP software like Bill.com that allows you to create a streamlined and efficient process for getting your bills paid on time in tune with your monthly cash flows. I can help you standardize your AR process to make sure you’re collecting on time and following up with outstanding invoices. And when it comes to payroll, implementing a software platform like Gusto makes payroll a breeze for both you and your employees. 

Don’t settle for below average bookkeeping. Your bookkeeping could be helping you manage your business and letting you sleep better at night.