Refined Bookkeeping Solutions LLC

05/27/2023

It’s not just technical skills I need to cultivate as a business owner of a bookkeeping business. I have to sharpen hard and soft skills so I can help my clients in the best way possible.

Looking for financial services and leadership that grows with you? I'd love to learn more about your business and how I can help!

05/23/2023

05/18/2023

Don’t just accept the QuickBooks default Chart of Accounts for your business.

Think about the Chart of Accounts as the foundation of your business bookkeeping, without a good Chart of Accounts in place, you might be categorizing transactions incorrectly, that could result in costly mistakes.

Take the time to research how you want to capture and categorize transactions for your unique business.

If you are unsure how to establish a Chart of Accounts that fits your business, hire a bookkeeper to assist you with the setup process.

To learn more about how we can help, book a call today!

05/15/2023

Cash flow struggles are real, so here are some tips to help you get in control starting today.

A foundational business skill is managing positive cash flow. So, if you aren’t as financially savvy as you’d like to be, find a support team that can help you effectively manage your finances properly.

05/10/2023

Solid bookkeeping practice is fundamental but can also be overwhelming for busy business owners.

Here are 6 weekly bookkeeping tasks that business owners must complete so they don't fall behind. If you get behind, it derails your whole financial system, not to mention your business.

That’s why it’s crucial to stay on top of bookkeeping tasks for up-to-date snapshots of the health of your business at any given time.

Have you been trying to keep up with your bookkeeping but not sure that you have been doing it right? Let's get on a call to find out!

05/04/2023

The piles of paperwork you accumulate after tax season can be overwhelming.

However, it is important to keep this information because these documents are proof of what you owe or are owed after tax season.

You can even use these documents to help file your taxes next year, and keeping proof of your filing will help if you need to make an amended return.

But what should you keep, and for how long should you keep it? Ideally, you want to save your tax records for at least three years.

Any paperwork related to the purchase of large equipment, vehicles, or stock is valuable and should be kept for longer.

When it is time to ditch these documents, shred them instead of tossing them.

Want a head start for next tax season? Schedule a call today!

05/01/2023

Exciting news! We are now able to assist clients using Sage or Xero cloud accounting software in addition to Quickbooks online users!

Send a message if you use any of those cloud accounting softwares to customize a bookkeeping plan to suit your needs.

I'm also working on adding Oracle NetSuite capability in the near future!

04/29/2023

Bottomline: If you want to achieve your financial goals, start by making PEACE with where you are now.

You may not be able to control the economy or every aspect of your own finances, but you can take control of your attitude and find a great deal of power within your own mentality, integrity, and emotional intelligence.

When you change your beliefs, you change everything!

04/25/2023

There are many benefits to having an awesome Bookkeeper ready to help you save the day!

Several problems can arise when a business does not keep its bookkeeping up to date.

All businesses need to be able to see a full and clear picture of their business through their bookkeeping.

Without bookkeeping, businesses are left in the dark about their finances, and it is almost impossible to make appropriate decisions for the future.

Do you have a bookkeeper yet? Let's connect!