Software

Six Reasons to Use Keeper for Your Task Management System

Keeper is a task management system made by bookkeepers for bookkeepers! It allows you to manage all aspects of your bookkeeping business by consolidating client communications, file reviews, and reporting and task management into one application. Keeper allows you to manage your books in the most efficient manner. There are several benefits to using Keeper …

Six Reasons to Use Keeper for Your Task Management System Read More »

The Difference Between Invoices and Sales Receipts in Quickbooks Online

If you are keeping up with customers payments in Quickbooks Online, you may be wondering if you should use Invoices or Sales Receipts. Both have specific uses and are not interchangeable, so you need to make sure you’re using the right feature. Invoices You should only use an Invoice for a customer who owes you …

The Difference Between Invoices and Sales Receipts in Quickbooks Online Read More »

Vistaprint

Are you looking for a cheap way to print your business materials?  Even though we live in a virtual world, there are always reasons that you need something printed.  For example, you may need business cards, flyers, or stickers that showcase who you are and what you do. The most cost-effective platform I’ve found to …

Vistaprint Read More »

MailChimp

Are you on my email list?  I use MailChimp!  (I’m not sure if the monkey above is indeed a chimpanzee, but it was just so darn cute that it made the cut anyway.) Using the free features at Mailchimp (as of the writing of this post, I haven’t paid them anything) I am able to set …

MailChimp Read More »

Calendly

Scheduling Software Calendly is by far my favorite scheduling software out there right now! I love how you can personalize when you’re available, but more than that, it makes it incredibly easy for you to share your calendar with others!  Right now, I have my calendar embed on my Contact page on my website. As you can …

Calendly Read More »