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How to Map Out a Business Plan of Action for Your Goals

by Carrie Smith | posted in: Business |

As the back-to-school season is in full swing, you may be feeling like the epic summer you planned didn’t quite happen. Depending on how your summer went, there are probably many things you wished that you accomplished. But don’t get … Read More

Business forecasting process, Business plan roadmap, Business plan trailmap, Financial goal planning

Top 6 Bookkeeping Mistakes Business Owners Make

by Carrie Smith | posted in: Bookkeeping, Business |

A common problem with being a business owner is being involved with every aspect of your company. You want to understand and manage everything but it can get overwhelming trying to do it all yourself. For these reasons, you must … Read More

bookkeeping mistakes, business mistakes, QuickBooks Integrated Apps

3 Essential Cash Flow Metrics

by Carrie Smith | posted in: Cash Flow, Virtual CFO, Virtual Controller |

The best way to increase your cash flow is to monitor what is coming in and what is going out within your business. Cash flow metrics are used to evaluate the health of a business, whether you’re looking for investors, … Read More

What is the Difference Between a Bookkeeper, Controller and CFO?

by Carrie Smith | posted in: Bookkeeping, Virtual CFO, Virtual Controller |

A bookkeeper answers to the controller who then answers to the CFO. Each position maintains an important level of financial accuracy within the business. With so many transactions happening at any given time, this system is put in place to strike a good balance and financial standing.

what does a bookkeeper do, what is a CFO, what is a controller

Why It’s Time to Upgrade Your QuickBooks 2014 Software

by Carrie Smith | posted in: Bookkeeping, QuickBooks Bookkeeping |

Is it time to upgrade your QuickBooks software? If you’re still using QuickBooks 2014 products it may be time to start thinking about making the transition to a more updated version. In a recent announcement from Intuit, QuickBooks Desktop 2014 … Read More

QuickBooks 2014, QuickBooks desktop, QuickBooks software

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