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It's that time of yeaaaaaaar........ but don't start reconciling that Operating Checking account on January 1st, let Jackie Shaw explain..... Here's the deal. Between messy books and last-minute scrambling, your CPA is really really really tired of looking at the disastrous books they get sent to them year after year. And here’s the part most people don’t realize: There is a massive shortage of CPAs and trained bookkeepers right now. Which means if your books show up incomplete, inaccurate, or chaotic year after year… Some clients get fired and others simply can’t find a replacement. That’s why we've put together a short, free training on the five avoidable mistakes we see business owners and bookkeepers make every tax season. This is work that JS normally does inside cleanups, mentoring, and paid trainings. But too many people were hitting tax season already behind, so JS wanted to make this 5-part training to help. If tax season tends to feel stressful, uncertain, or like you’re waiting for bad news… this will matter to you. Rooting for you! |
Hi, we're JR + JS and we provide people with the tools they need to become highly skilled bookkeepers. Our signature course: Bookkeeping Foundations is the kitchen sink of bookkeeping. #bookkeeping Check out the resources we offer below and sign up for our newsletter!
FREE WEBINAR COMING UP Jackie Shaw has spent HOURS with Intuit reps looking at their Intuit Enterprise Suite to ask all the hard questions and she is ready to report back with what she's found! Join us on Thursday, 10/8 at 11am PT for a 90 minute discussion to learn what you need to be thinking about before making the switch from QB Desktop to QBO. Link to register: https://www.brassjacks.com/switching-from-quickbooks-desktop-to-qbo Editing the Chart of Accounts in QBO? Be careful with the...
Year-end bookkeeping has a way of making even experienced bookkeepers second-guess themselves. Did you get all the W-9s? Does payroll actually tie out? Are those assets coded correctly? What about the loan account? Is the Balance Sheet accurate? And then January arrives…and suddenly you’re trying to find the answers while also trying to get 1099s and year-end work finished. This year, we’re doing it differently. The Year End Bookkeeping Series + Live Work Groups will take you through the...
Hi Reader, When a nonprofit client asks: “Can we use this money?” Suddenly a question that sounds simple… isn’t. Because now you’re thinking about: Donor restrictions. Grant requirements. Programs. Reporting. How it was set up in QuickBooks. What the CPA will expect later. And whether the decision you make today is going to create a mess six months from now. If you’ve ever thought: “I know bookkeeping. Why do I suddenly feel like I don’t know what I’m doing?” That’s exactly why we created...