Is It The Right Time To Hire a Bookkeeper?

Running a business that’s growing requires you to delegate certain parts of the business. Running your bookkeeping is something that most business owners hold on to far too long. In today’s episode, Bernard Roesch talks about how to know when the right time is to hire a bookkeeper. For more information, visit If you have…..Read More

Simple Accounting Routine for Professional Services Business

Having a process to run your business matters.  Without a clear process, you won’t be able to deliver a high quality service.  The accounting and financial side of your business is the same. In today’s episode, Bernard Roesch will share a simple accounting routine that your Professional Services business can follow. For more information, visit If…..Read More

Bulk Updating Transactions Within QuickBooks

In order to get the full value of QuickBooks, it’s important to have your data properly organized. Sometimes you may realize that you need to change the organization of your data. In today’s episode, Bernard Roesch describes how to bulk update QuickBooks data in order to make reorganization easier. For more information, visit If you…..Read More

Using QuickBooks Transaction Classes for Custom Reports

QuickBooks is powerful for financial reporting, but by using advanced features of QuickBooks, such as transaction classes, you can get more value out of your QuickBooks reporting insights. In this episode, Bernard Roesch will talk about the use cases for transaction classes and how to implement them briefly within QuickBooks. For more information, visit If…..Read More

Using Third Party Apps vs Native QuickBooks Features

QuickBooks is a powerful accounting software that has a lot of features built in. But there’s also a lot of third-party apps available in the QuickBooks apps store. These third-party apps provide a wide range of specialized features that many businesses can use even though they are not built in directly to QuickBooks. In today’s…..Read More

Simplifying Accounts Payable Within a Team Without Losing Control

Accounting is all about processes and accounts payable is no different. Your accounts payable workflow is a list of steps to be completed. But with modern cloud-based accounting, you can do your accounts payable process online in a much more efficient way. As a business owner, you should not be involved with any part of…..Read More

Logging Retirement Contributions within QuickBooks

It’s important that all of your financial transactions are logged appropriately within QuickBooks. However, if you have made retirement contributions within your business, it’s important to log those in a specific way. In today’s episode, Bernard Roesch explains how to log retirement contributions appropriately within QuickBooks. For more information, visit If you have any questions…..Read More

How to Track Annual Software Expenses within QuickBooks

It’s important to make sure your accounting data is accurate and actionable. However, in business, there are often purchases you make where you pay one time per year, but use the service every month, throughout the year. In today’s episode, Bernard Roesch talks about how to appropriately track annual expenses within QuickBooks. For more information,…..Read More

Separating Business and Personal Expenses in QuickBooks

It’s important to have good records when running your business for many reasons. Sometimes you need to run your personal expenses through your business, but this can cause your business records to be messy. In today’s episode of, Bernard Roesch explains how to separate personal and business expenses effectively within QuickBooks. If you have any…..Read More

Bookkeeping Issues That Hurt the Sale of Your Business

As discussed in other episodes, it’s important to have good records when running your business. But if you decide to sell your business someday, it can be absolutely essential to have good record keeping in order to sell for maximum profit. In some cases, you may not be even able to sell the business at…..Read More