Better Bookkeeping LLC

By May 5, 2020Bookkeeping

simply better bookkeeping

It is a fetching app that will automatically pull bank and gary cogley card statements from your clients’ online accounts, as well as handle emailed and scanned receipts. It can even fetch your clients’ recurring online vendor bills automatically. It integrates with both QuickBooks Online and Xero, as well as many other apps, including SmartVault. SmartVault – Document management, secure information storage and collaborative workflow—all rolled into one. Next to QuickBooks, SmartVault is the most important program I use! It has grown into a powerful app that includes embedded workflows specific to accounting professionals, if you choose to use them.


Depending on your vertical, this might be indicators like cash runway, headcount costs, significant investments or funding infusions, or something as simple as AP/AR. It involves taxes, payroll law, reconciliations and documentation. Better bookkeeping keeps your books for you so you can get back to business. Through a tech enabled interface, we keep your books up to date on a recurring basis.

Stress-free bookkeeping

It’s that constant eye and willingness to adjust as needed that’ll send you sailing into successful years to come. Note that during your first year of operation, you’re likely to lose money. Plan for that loss ahead of time and check in with your books frequently. If you play your cards right, you’ll be able to move back towards the black. We provide accurate and timely information to help our clients understand what’s going on with their business and provide them with the information they need to make informed decisions. We are dedicated to providing the highest quality tax and financial services to our clients at a reasonable cost.

A&J Bookworks here to help you – – Willapa Harbor Herald

A&J Bookworks here to help you -.

Posted: Mon, 20 Feb 2023 08:00:00 GMT [source]

Additionally, QBO integrates with many other apps, which makes it customizable for many different business types. There are some bookkeeping tasks you should be completing every day, such as depositing checks and inputting business transactions as they occur into the general ledger. Each month, you should be taking steps such as reconciling bank and credit card accounts as well as creating and reviewing key financial reports.

We have been in for 25 years and it is always a good idea to have a fresh set of professional eyes on the bookkeeping systems. As business owners we can get comfortable in our ways and Cory validated our strategies and also presented some new ideas to benefit our financial systems that we haven’t thought of before. She has been in business for over 30 years and works on a virtual basis with all her clients. Gabrielle is the author of the award-winning blog, The Freelance Bookkeeper, and regularly speaks at accounting technology conferences around the world.

Professional Bookkeeping

We minimize the effort it takes to accurately prepare and file on time. Note that you cannot pay your personal taxes as part of your business tax payments. You’ll need a different tax form depending on the size of your business, and those forms leave no room for personal overlap. You will get all the reports that are necessary to make great decisions that improve your business. Better Bookkeeping provides the insights into your business and tax savings strategies that will save you tons. Bookkeeping and accounting are closely related in many areas and may even overlap at times.

The thing I really liked was that he recorded his analysis so I could go back and view as many times as I wanted and go at my own pace. It’s sometimes hard to understand and take in so much information at once so it was very helpful to have it recorded. He answered all my questions and even questions I didn’t know I had. With this information and his help I finally felt like I knew what was going on with my business.

Use cloud-based bookkeeping software, and do your business banking online. That way, you can sync your bookkeeping software with your business bank account so you always have accurate, up-to-the-minute records. Plus, with the cloud, your critical financial data is backed up safely off-site. Cory took my information from Quickbooks and interpreted it for me. He went in depth through the common reports for the whole quarter and broke it down line by line. He pointed out potential areas to be concerned with and trends he was seeing.

bookkeeping service

Often, bookkeepers work with popular online small business accounting software like QuickBooks or others that generate a company’s financial statements. In other words, bookkeeping generally provides the inputs into an accounting system that allows accountants to take things to the next level. Bookkeeping and accounting are both key parts of ensuring a business’s financial health. If you decide to get help from a bookkeeper for your small business needs, they likely enter and update transactions into your accounting system. Since 2019 we have been partnering with Patrice to handle all of our reconciliations, sales and payroll taxes, and year end W2’s for our employees. This allows us to focus on running our day to day business, and I highly recommend her to anyone looking for bookkeeping and business solutions.

Stop Stressing About Your Finances

Here’s what CPAs need to know about these changes and how they can help retirees navigate this tax season. I’m certified in QuickBooks Online, and am trained to get you set up in the right way. Be sure to run and review all three of these statements at least once a month. The cash-flow statement reveals where your business used its cash as well as how much cash your business has at its disposal. Entrepreneurs have all sorts of motivations for starting a business. The opportunity to manage the books generally isn’t one of them.


Our company has the technology to login remotely, allowing us to work anywhere in the U.S., and work in any timezone. Our accountants are great, but we want your financials to be perfect. Each financial statement we deliver to you has been peer-reviewed by at least two of our experts. Clients giving CPAs their tax documents late – it’s, unfortunately, a common problem CPAs face during tax season. Here are 3 tips to effectively work with last-minute tax filers.

Rieva Lesonsky is president and CEO of GrowBiz Media, a custom content and media company focusing on small business and entrepreneurship, and the blog Your privacy is just as important as your business here at Better Bookkeeping, Better Business. Better Bookkeeping, Better Business is new to the Bookkeeping/Accounting Industry; our owner is not.

Although they are two separate functions, in some situations, the same individual may do some of both functions. Unlike with some areas of medicine or law, there are not always clear lines of responsibility between the two functions. Here’s a quick comparison of bookkeeping vs. accounting to help you understand how each works. We may receive compensation from the products and services mentioned in this story, but the opinions are the author’s own. Learn more about how we make money and our editorial policies.

Pricing, process, and systems are all simplified, clear, and easy to understand. At Supporting Strategies, we are long-time fans of and regularly recommend it to clients. Other cloud favorites of ours are QuickBooks Online , Tallie , TSheets and Fathom . All of these tools help make bookkeeping a little less painful. When your books are organized and ready for annual tax filings, questions are easier to answer and things generally go more smoothly.

Take Control of Your Company’s Finances

In this case, the right financial tools can help you streamline and simplify the process of tracking and management. Ensuring the accuracy of financial statements and financial records, including their compliance with applicable accounting rules and laws. Depending on the size of the company, a bookkeeper may have some level of responsibilities for the company’s accounts payable, accounts receivable, or possibly the payroll function. Generally, these are all separate functions in a larger business. Tracking and recording business income and daily transactions.

Also, check out the jobs and hiring category at Simply Better Bookkeeping mentioned earlier on this page to identify which sector the company is growing. If you put off bookkeeping too long, you end up with bounced checks, overdue invoices, or figures that don’t add up. Go over your books weekly to make sure everything is ship-shape. Dedicated to keeping your business’ finances operating smoothly so you can focus on your business.


We can create them for your vendors or contractors and provide you with the proper federal forms. Someone working as a bookkeeper may be less likely to have the CPA credential and may or may not have a degree in accounting or a related discipline. Simply Better Bookkeeping is a company based out of 42 GLOUCESTER ST, Clifton Park, New York, United States. Before you request to edit the company profile on 6sense, Let us know who you are… Funded, in part, through a Cooperative Agreement with the U.S. All opinions, and/or recommendations expressed herein are those of the author and do not necessarily reflect the views of the SBA.


Some may have a degree in accounting, others may or may not have a bachelor’s degree. However, there is a certification for bookkeepers, the Certified Public Bookkeeper. Whether this is needed may be based on a preference by a particular company. Monitoring any variances from the company’s operating budget for either revenues or expenses. 6sense keeps track of employees who are working at Simply Better Bookkeeping. You can find more about their employees through LinkedIn or their website using 6sense Chrome Extension.


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