Category Archives: accounting

Jill Shalett’s Bookkeeping Journey: Part 2

Jill Shalett’s Bookkeeping Journey: Part 2

“Surround yourself with people who are going to lift you higher.” – Oprah Winfrey Since I began my bookkeeping journey, I have learned more from the people I’ve surrounded myself with than any other resource. Without working with my wonderful mentor, Christine Galli, I could not have taken the steps to really discover who IContinue Reading

Eye Opening – A Story of Fraud

Eye Opening – A Story of Fraud

I’ve written on this topic, I’ve spoken on this topic and I continue to throw out my outrageous statement to every new client “Never trust anyone with your books, even your own mother!” Each time I speak this way, my new clients will recoil in horror as if they’ve just discovered they have hired a she-devil. But, sadly,Continue Reading

QBO for On the GO!

QBO for On the GO!

From the original DOS 1.0 version of QuickBooks, to QuickBooks Pro, Premier and Enterprise, which are all considered desktop versions, I was bound to end up on QuickBooks Online (QBO), and now I’m loving the new QBOA (QuickBooks Online for Accountants) environment. I get to be invited to my client’s QuickBooks Online (QBO) data filesContinue Reading

How Do You Know If Your Company’s Books are Accurate?

I’m not trying to insult anyone’s intelligence, but comments I’ve heard from business owners begs me to ask the question, “How do you know if your company’s books are accurate?” Many business owners hire staff for their expertise to organize their source documents, flawlessly record details  and keep fastidious backup records, paper documents and electronic files. This jobContinue Reading

QuickBooks Online is My Cloud Nine!

There is never enough time in the day so why not automate the more mundane tasks? And for those people who balk at the growing rate of technology (Not quite the attitude of early adopters), you will come around, eventually. I remember my husband asking me at 37 years old, “Why did you buy thatContinue Reading

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