Forum Discussion
Hey there! I’m curious about your business setup. You’re juggling running your business, doing accounting and bookkeeping, and managing your QuickBooks. I’ve found it tough to keep up with all these tasks simultaneously. I’m particularly interested in how you manage your accounting and bookkeeping, especially since you’re dealing with a lot of transactions and expenses. I’m wondering if you could share your process for creating a smooth system for processing through QBO and Jobber. I'm hoping i could identify any potential issues in my accounting and bookkeeping. I’m particularly interested in how you manage your accounting, especially since you’re dealing with a CPA or tax guy. On the other hand, a bookkeeper manages the policy of the books, whether it’s cash or accrual basis. A lot of this stuff can be challenging and interesting, but it seems like you’d need a minor in accounting to be proficient in either role. Do you have any thoughts or recommendations on how you manage your accounting and bookkeeping? What red flags do you keep an eye out for to avoid mistakes and maximize opportunities? I’m also interested in how you balance your accounting with other business pillars like operations, marketing, sales, and core competency.
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