4 QuickBooks Features All Businesses Should Be Using
As a business owner, getting acquainted with Quickbooks can help move your company into the right direction. This software allows you to create invoices, write estimates, track sales, create reports and functions as the virtual rolodex for important business contacts. Heartfelt CFO and Tax...
5 Bookkeeping Mistakes Holding You Back in Real Estate Investment!
In real estate investment you often have to make big decisions at a fast pace. Operational aspects, like finding the right deal, purchasing a property, assembling a team, starting a remodel and actually selling, can consume whatever time you have available. Add to that the constantly changing real...
Bookkeeping Tips for Small Businesses
Financial Planning from the moment you open your doors… Talk to any small business owner and one of their least favorite tasks would likely be bookkeeping. If you aren’t an accountant, or don’t enjoy working with numbers, then bookkeeping definitely feels more like a chore than an enjoyable part...
CPA vs. CFO: Do you know the difference?
What’s the Best Avenue for Your Business? It’s not uncommon for some of our clients to be confused over the difference between a CPA and a CFO. While they both have a hand in your company’s finances, the two roles are vastly different. Heartfelt CFO and Tax Services explains the difference in...
Bookkeeping for Real Estate Investors
Dear Margo, I work in the competitive world of real estate investments, and I feel like other investors are growing at a faster rate than I am. A colleague in the industry recommended working with a bookkeeping service, but don’t they only help with payroll and tax preparation? How will working...
Payroll Tips for Business Expansion
It May Be Time For Software If you are manually managing the payroll of your expanding business, you and your Human Resources department should be ready for an influx of new paperwork. Frankly that’s an overwhelming burden to a lot of your team and opens the door to a room of potential errors. The...
Is Direct Deposit Best For Your Company?
Dear Margo, I recently started tweaking the payroll department at my business. One of the changes I plan on making is offering direct deposit to my employees. Is this going to save me any time or money? Or am I adding more to my workload? -Bryan The majority of employees are being paid by direct...
Is Your Payroll Ready for January?
Dear Margo, I’m a small business owner and I have been managing my own payroll. Are there any tips you might have for me as we approach the end of 2016? -Jamie Managing payroll at the end of the year can be rather overwhelming. There’s a lot of information you have to get in order, but if you keep...
Tax Season 2017: Are You Prepared?
January has arrived, and we CPA’s and Bookkeepers are ready for tax season. Are you? You may have until April to get everything filed, but the time to get ready is now. The sooner the better, really. For many, tax season is much more than just filing a w2 online. It can take months of preparation,...
Don’t Lose Quarterly Focus for 2017
The fourth quarter can take up a good deal of bookkeeper’s focus and time. It’s a time to tie up loose ends and get everything set for the first quarter of the new year. Although it is understandable to want all your ducks in a row, accountants and bookkeepers tend to lose their focus on their...