Success

SEPTEMBER 27, 2024

For example, the Wave Advisors program provides bookkeeping support and one-on-one accounting and payroll coaching. With a separate business checking and savings account, you’ll be able to easily track money coming in and out of your business. Online business checking and savings accounts can also connect to accounting software programs.

Software 59

Software Banking Bookkeeping Insurance 59

Insperity

OCTOBER 16, 2014

Having a dashboard where you can check on these and other key performance indicators in a chart form can help you manage your company’s finances better. Need help with your bookkeeping and cash flow forecasting? A six-week forecast gives you time to develop a plan if you foresee a time when your receivables won’t cover your payables.

Bookkeeping 104

Bookkeeping Software Payroll Finance 104

Insperity

AUGUST 1, 2019

If bookkeeping practices are kept in reasonable order and someone can manage the books, tackle closing and financial reporting, then there’s no requirement that the most senior financial person have a C-suite title, saving you a permanent post and a corresponding salary. At least that’s how things have been done traditionally.

Leadership 199

Leadership Bookkeeping Networking Correspondence 199

Fellow

MARCH 13, 2024

It’s also important to check how your automated project performs in key areas—tasks, finances, team productivity, you name it. 3 Build your first automations for your administrators Using automations in day-to-day administrative tasks for team members such as HR, managers, and bookkeepers is a game-changer.

Project Management 40

Project Management Software Bookkeeping Communication 40

Insperity

AUGUST 18, 2014

Get the visibility you need from financial management software – it will enable you to look down the road at your finances and help you make better business decisions. Need help with your bookkeeping and cash flow forecasting? Stay ahead of the game. You should know which invoices are owed you long before they’re due.

Mailing 100

Mailing Bookkeeping Customer Service Software 100

Productivityist

MAY 23, 2014

There are other budgeting/finance apps I use regularly ( You Need A Budget is my main one, Neat is what I use to track receipts for bookkeeping) but when I go on trips and I want to keep my spending in check, Trip Saver is the app I rely on. Much like Perfect Weather, both of these apps serve my needs well enough. Trip Saver.

Bookkeeping 99

Bookkeeping Food Transportation Finance 99

Ask a Manager

DECEMBER 11, 2022

Some background information: we work in separate business divisions – he is in Finance and I am in Technology, so I highly doubt we will work together in the foreseeable future. I have been working as a bookkeeper for five months at my current job. A bank called my employer to complain I was rude.

Banking 46

Banking Bookkeeping Customer Service Finance 46

Ask a Manager

AUGUST 6, 2015

I think the stress of managing the organization (especially the finances) has gotten to him, and it’s made the whole organization a toxic place to work. Our bookkeeper missed payroll. Should I be looking for a new bookkeeper? Emotional intelligence plays a big role. How do we ensure this?

Bookkeeping 33

Bookkeeping Payroll Correspondence Planning 33

Productivityist

MAY 23, 2014

There are other budgeting/finance apps I use regularly ( You Need A Budget is my main one, Neat is what I use to track receipts for bookkeeping) but when I go on trips and I want to keep my spending in check, Trip Saver is the app I rely on. Much like Perfect Weather, both of these apps serve my needs well enough. Trip Saver.

Bookkeeping 49

Bookkeeping Food Transportation Finance 49

Ask a Manager

AUGUST 7, 2020

Last month, I found an accounting/finance job that is not totally what I had envisioned for my career, but with a corporate wine company I really admire. I have some experience with accounting (internships, bookkeeping work at other jobs) and would now be happy to pivot to that kind of work.

Equipment 36

Equipment Computer Bookkeeping Interviewing 36

Ask a Manager

JULY 5, 2021

We have a successful business with a crew of 10 and I work in the office with someone he has known for years who has done the business administration, including bookkeeping, and who knows all of the company details. He has been in the field for many years and I recently changed careers to join him.

Bookkeeping 46

Bookkeeping Finance Planning Prioritization 46

Ask a Manager

APRIL 12, 2017

Because my job gives me significant exposure to bookkeeping and accounting, and because I felt I couldn’t leave a giant mess for someone else to clean up, I agreed to develop a new accounting system and use my institutional memory to reconstruct years of old financial records. Don’t go!” or “You love us; you know you’ll never leave!”.

Bookkeeping 22

Bookkeeping Leadership Finance Insurance 22

Ask a Manager

JULY 4, 2018

My mom started working for an outsourcing payroll/finance/bookkeeping/admin company at the beginning of the year. I own a small business that is experiencing significant growth and had been shopping around for accountants experienced in my particular business.

Bookkeeping 20

Bookkeeping Office Management Flexibility Flexibility 20

Ask a Manager

AUGUST 31, 2021

I’ve been working in my field ever since progressing from bookkeeping at a small manufacturing company to my current job as an assistant controller for a small tech start-up developing what could be a really huge platform. A reader writes: I’m facing a major decision that I thought I was solid about but now I’m not so sure.

Salary 32

Salary Insurance Payroll Bookkeeping 32