accountable-bookkeeping

Email Scamming Awareness

Thu, 16 Apr 2026 13:48:59 GMT

The bad news: scam emails are becoming more common. The good news: you can be more aware with a few helpful tips!

When receiving messages that may look official, but you're unsure about, check to see if they include the following red flags that are often used:

• urgent payment demands

• unexpected invoices

• requests to “confirm” account information

• links that don’t match the sender’s name

• misspellings

• unfamiliar email addresses

• attachments you weren’t expecting

To verify the sender, check the full email address (not just the display name) and contact the company directly using a phone number or website you already trust—not the information in the email.

When in doubt, avoid clicking links or downloading anything, and take a moment to verify before responding to help protect your financial and personal information.

5 Common QBO Mistakes (and how to avoid them)

Thu, 16 Apr 2026 13:45:55 GMT

Using QuickBooks Online can simplify your business finances—but only if you use it correctly. Let’s go over 5 common mistakes small business owners make (and how to avoid them).

1. Not Categorizing Transactions Regularly

If you let transactions pile up, things get messy fast.

Fix:

Set aside 10–15 minutes each week to review and categorize.

2. Mixing Personal and Business Expenses

This is one of the biggest headaches during tax time!

Fix:

Use a separate business bank account and make sure only business expenses go through it.

3. Ignoring Bank Reconciliation

Reconciliation ensures your records match your bank.

Fix:

Reconcile monthly. It helps catch:

• Missing transactions

• Duplicate entries

• Errors

4. Not Using Automation Features

QuickBooks Online is powerful, but only if you use its tools.

Fix:

Take advantage of:

• Bank rules

• Recurring invoices

• Auto-categorization

5. Skipping Reports

Many business owners never look at their reports and miss key insights.

Fix:

Check these monthly:

• Profit & Loss

• Cash Flow

• Expenses by category

Avoiding these mistakes will save you time, stress, and possibly money. A little consistency goes a long way! Contact our office for QBO help.

Exemptions for Children/Parents/Spouses of Business Owners

Thu, 16 Apr 2026 13:39:28 GMT

One of the advantages of operating your own business is hiring family members, however, employment tax requirements for family employees vary from those that apply to other employees. Take a look at the chart to decipher who's exampt from what!

Also, if your business is located in Lancaster County, PA, ANY employee under the age of 16 is EXEMPT from local withholding taxes.

If you have a family member employed by you and would like to know more about these exemptions, please contact us!

Is Your QuickBooks Desktop File Being Backed Up?

Thu, 16 Apr 2026 13:23:03 GMT

If you don’t know, it may be a good idea to check. There are many different options for backing up your QB files:

You can consult your IT person to have your back up done online and automatically
QB has a feature to back up your file every time you close your company file or schedule a backup the same time each day, week, month, etc.
You can save it to a USB stick, to a Dropbox file, or anywhere that is convenient for you

No matter when, where or how, please be sure your data is being backed up .

In your QB desktop:

Go to File> Back Up Company > Create Local back up
Choose local back up and Options at the bottom

This will allow you to choose where to save and how often as well as naming the file.

Take a moment and make sure your information is backed up one way or another! Call us with any questions!

5 Signs You Need to Hire a Bookkeeper

Tue, 17 Mar 2026 14:01:42 GMT

You’re spending too much time on bookkeeping: If you are spending hours on invoicing, data entry, and categorizing expenses instead of focusing on revenue- generating activities, it is time to delegate.
Your books are behind or inaccurate: Falling behind on reconciliations, struggling to keep track of receipts, or suspecting errors in your financial records can lead to poor decision making.
Tax Time is a nightmare: If you are frantically trying to organize a year’s worth of data for your accountant, or if you are missing tax deadlines, a bookkeeper will ensure you are tax ready year-round.
You don’t understand your Cash Flow: When you don’t know exactly how much money is coming in or going out, or you struggle to pay vendors and employees on time, a bookkeeper provides the necessary financial clarity.
Your business is growing rapidly: As revenue increases, so does complexity.

Hiring a professional help prevents financial disasters and allows you to focus on strategy and growth! Contact one of our bookkeepers by emailing office@accountablebooks.org

How to Create a Branded Email Signature

Tue, 17 Mar 2026 13:54:01 GMT

Having a signature at the bottom of your emails that matches your brand sends the message that your business is professional, intentional, and knowledgeable. While this is a common addition to emails, it’s not always straight forward on how to add one. In this example I will be using Outlook as the email provider.

Open Outlook
Click on “Settings” icon
Find and click the “Signatures” option
Click the “Add signature” button
Give that signature a name (your name)
In the text box, type in the info you want to include (name, job title, email address, phone number, office hours etc.). This is what will show as your email signature.
You can also insert a photo (image, your logo, or a combo of both) or a link (to your website).
Use any of the tools to make your signature match your brand colors, fonts, etc.
Select the check boxes about how to use this email signature
Save your new signature!

Before you use it, you might want to send a test email with your new signature to yourself or a co-worker. This way you can make any edits and/or improvements. An important thing to check is that all images are clear and to the correct scale when you send an email. Now you’re ready to send a professional, branded email to your clients and customers!

If you have any questions or want someone to set an email signature up for you, please reach out to our Marketing & Office Coordinator!

5 Common Payroll Mistakes

Tue, 17 Mar 2026 13:50:14 GMT

Misclassifying Employees: Incorrectly labeling employees as independent contractors to avoid payroll taxes and benefits. This can lead to legal penalties.
Miscalculating Overtime: Failing to properly calculate overtime pay (time and a half) for non-exempt employees who work over 40 hours in a work week. This violates the Fair Labor Standards Act.
Missing Tax Deadlines & Filing Errors: Submitting your payroll taxes late or incorrectly filling out tax forms can lead to heavy penalties, interest, and possible audits.
Improperly Calculating Deductions: It is important to not make errors in withholding taxes, health insurance premiums, or retirement contributions. This can lead to incorrect net pay for an employee.
Improper Record Keeping: Failing to maintain required payroll records – such as tax filings and timecards – for the required minimum of three years.

Our payroll department can help answer any questions regarding these issues as well as processing your payroll for you!

Set Closing Date

Tue, 17 Mar 2026 13:45:19 GMT

As we head into March,

W2 forms should be completed
1099 forms should be completed
QB file should be sent or made available to your tax accountant for 2025 tax preparation.

Next step: After the tax accountant has your QB file, then set a closing date in your QB file. This prevents transactions from mistakenly being entered into a prior year. Why is this important? Your QB file should match your tax return for 2025. Since the file has gone to the tax accountant, the numbers cannot change now.

To set a closing date in QuickBooks Desktop, navigate to the Company menu , select Set Closing Date, then click Set Date/Password to choose a date and create a password (set the date as 12/31/25). Call us with any questions!

Pros & Cons of AI in the Office

Tue, 03 Mar 2026 18:42:14 GMT

Do you have concerns about using AI in the office place? Here are a few things to keep in mind.

Pro: Efficiency | Con: Dependency on Technology

While there is truth about the efficiency of AI doing repetitive, simple tasks for you in the office (taking notes, writing a simple email, etc.) there is also the inconvenience of relying on technology to take care of these simple tasks. And we all know how it feels when technology fails us.

There is also the concern that AI will cause employees to rely too heavily on it for decision-making and ideas causing them to lose their own creative and unique solutions and ideas. One thing AI is not, is unique- but your business is! So, when you are using AI for simple office tasks, take into consideration what you might lose in the long run and weigh if that is worth it to your business.

PA Minimum Wage

Tue, 03 Mar 2026 18:40:10 GMT

Did you know that there is a minimum wage in our state?

The minimum wage in PA is $7.25 per hour matching the federal minimum wage set in 2009. However, the minimum cash wage for tipped employees is $2.83 per hour. There are certain professional, administrative and executive roles that are exempt from minimum wage and overtime requirements if they meet specific salary and duty tests. As of now legislative proposals are ongoing to increase this rate.

If you would like more information regarding this, please contact our payroll department.

Why Doesn’t My QBO Balance Match My Bank Balance?

Tue, 03 Mar 2026 18:37:55 GMT

You may have noticed that when you view your chart of accounts, there is a column for “QuickBooks Balance” and one for “Bank Balance” , and they don’t match. That does not necessarily mean that your QuickBooks balance is incorrect.

QuickBooks (QB) registers records, checks, and deposits as soon as they are entered , whereas the bank balance is only affected when the check or deposit actually clears the bank. These are often checks that have been written in QB that haven’t cleared the bank (outstanding checks), or deposits that have been recorded in QB that haven’t cleared the bank (deposits in transit).

The only way to verify that your QB balance is correct is to do a “Bank Reconciliation” in QuickBooks. For more information on how to perform a Bank Reconciliation or to get help with your Bank Reconciliation, feel free to contact our QBO Bookkeeper!

Milage Rates

Tue, 03 Mar 2026 18:36:02 GMT

The IRS has announced the 2026 standard mileage rates, effective January 1, 2026, increasing the business rate to 72.5 cents per mile, a 2.5-cent increase from 2025.

Clean As You Go

Tue, 03 Mar 2026 18:33:25 GMT

The new year is here, and you feel busier than ever. Here is one simple rule to follow to help stay organized. Clean as you go. This applies in admin organization just as much as it does in your kitchen. As you are doing your normal tasks, noticing things that aren’t in the right file , aren’t labeled correctly , etc., clean them up now , while you’re thinking about it and looking at it. Yes, it will take a little extra time now, but it will save you much more time and stress in the long run.

2025 Tax Changes for Overtime

Tue, 03 Mar 2026 18:30:15 GMT

Due to the One Big Beautiful Bill Act (OBBBA) that was passed into law on July 4th of this year, there were some updates to the tax landscape, including new deductions for qualified overtime pay.

This provision allows for a tax deduction on personal returns for qualified overtime pay, capped at $12,500 per individual. Overtime will continue to be taxed on paychecks. The deduction applies only to the overtime hours required by the FLSA (typically work over 40 hours a week). It specifically covers the additional “half” of time and a half pay.

The IRS has announced there are no changes to the standard W-2 form for 2025. Therefore, it is extremely important that your employees provide their tax accountant with their final paystub of 2025 that shows the year-to-date overtime. This will provide them with the accurate amount of overtime that can be used towards this deduction on their 2025 income taxes.

Starting in 2026 there will be new ways to track the qualified overtime amounts. We will keep you posted as updates are available.

All W-2 forms are required to be filed with the IRS no later than February 2, 2026. Again, there will be no change to the W-2 form in 2025, the last paystub is the proof for taxes. Should you have any questions, please do not hesitate to contact Tina in our payroll department.

Common Problems with Using Bills & Expenses Incorrectly

Tue, 03 Mar 2026 18:28:03 GMT

Using Bills and Expenses incorrectly can lead to messy accounting and inaccurate reports. Here’s what can go wrong:

1. Duplicated Expenses

If you enter a Bill and record an Expense for the same purchase, you’ll double-count the cost — inflating your expenses and lowering profit.

Example:

You receive a vendor invoice → record it as a Bill. Then, when you pay, you record another Expense instead of Pay Bills. Now your Profit & Loss report shows the same expense twice.

2. Incorrect Cash Flow

Recording something as a Bill when it was already paid makes it look like you owe money you don’t. This can throw off your Accounts Payable aging report and make it harder to manage cash flow.

3. Missing Unpaid Vendor Balances

If you record a vendor invoice as an Expense (instead of a Bill), QuickBooks® assumes it’s already paid. You’ll lose visibility into what you still owe — which can lead to late payments or missed deductions.

4. Tax Reporting Issues

Wrong classifications can distort your expense totals and timing, leading to errors in tax deductions or reconciliations.

By understanding when to use each, you’ll keep your vendor records clean, reports accurate, and your accountant happy.

If you’re ever unsure, ask yourself one simple question:

“Has the money left my bank account yet?”

That answer will tell you whether it’s a Bill or an Expense. If you still have questions, contact us!

Getting Ready for 1099s!

Tue, 03 Mar 2026 18:25:40 GMT

Happy New Year! The new year means it is time to wrap up 2025 and get your QB file or your records to your tax accountant. Before the tax accountant receives your information, it should be in an organized manner, this saves them time and you MONEY!

Here are a couple of the major things to look at:

Make sure your checking account and savings accounts are reconciled to the bank statement through 12/31/25
Make sure credit card charges are all entered (these are expenses to you) and then all are reconciled (you may need to wait for the January or February statement to have all December charges)
Loan balances also need reconciled, this includes any personal loans as well
Look at your P & L - are all transactions classified correctly?
Payroll accounts should be reconciled to match your W-2 filings

We would be glad to help get your files organized and even get them to your tax accountant! Give us a call!

The Rule of Thirds

Mon, 02 Feb 2026 17:03:59 GMT

Are you cropping a photo to use in your newsletter, website, or advertisement? Here is an easy rule to keep in mind.

The Rule of Thirds is an off-center way to crop (or take) a photo along a 3x3 grid that divides your photo into 9 equal parts. This helps to keep the subject of your photo clear to the viewer.

When you crop your photo, identify the most important element or subject of your photo (example: a cow in a field) , then imagine a 3×3 grid (the cropping tool will often have the grid in place), and crop so that your subject (the cow) is at one or two of the 4 intersection points along that grid. This works horizontally and vertically.

4029 Form – Religious Exemption from Social Security and Medicare Taxes

Mon, 02 Feb 2026 17:00:36 GMT

To be eligible to be exempt from Social Security and Medicare taxes you must meet the following requirements:

You are a member of the Amish Church
Complete a form 4029, have it signed by your bishop.
Your employer is also Social Security and Medicare Exempt

You will continue to have Social Security and Medicare withheld from your paycheck until you receive the approved 4029 form back from the federal government.

Your exemption status will go into effect on the first day of the first quarter after the 4029 application was filed. For example, if you filed your application on 11/01/25 your exemption status would go into effect on 1/01/2026. Therefore, you will be reimbursed for any Social Security and Medicare that was withheld after the effective date.

Your exemption status is good for life so you will want to keep your approved form in a safe place so you can provide it to any future employers.

When to Use Bills and Expenses

Mon, 02 Feb 2026 16:55:18 GMT

When to Use Bills:

Use Bills in QuickBooks Online when you receive an invoice from a vendor but haven’t paid yet.

For example:

You receive a $2,000 invoice from your graphic designer, due in 15 days.

In QBO, you’ll record it as a Bill under + New → Bill.

Later, when you actually pay it, you’ll go to + New → Pay Bills.

This approach keeps your Accounts Payable (A/P) accurate and ensures you can track unpaid vendor balances and upcoming payments.

When to Use Expenses:

Use Expenses when you’ve already paid the vendor — immediately or on the same day.

For example:

You pay $100 at Office Depot for supplies using your business debit card.

In this case, you’ll record an Expense under + New → Expense.

QuickBooks will immediately reduce your bank balance and record the purchase.

Think of it this way:

Did I already pay for it? → Record an Expense
Do I still owe money? → Record a Bill

And when you pay the Bill later, don’t enter a new Expense — use Pay Bills in QuickBooks Online. If you still have questions, contact us!

Getting Ready for 1099s

Mon, 02 Feb 2026 16:51:01 GMT

As year-end approaches, start looking at your QuickBooks file for 1099 recipients.

QuickBooks does have a 1099 summary report, however the eligible vendors must be set up correctly in order to show on that report.

In the vendor set up, click on Tax settings. Be sure to check the box that says, “vendor eligible for 1099” and enter the tax identification number.

It is important to receive a W9 form from each of your 1099 vendors to make sure of the entity type, the correct address and correct EIN or SS number are in your file.

MailChimp for Free

Mon, 02 Feb 2026 16:39:23 GMT

Did you know, you can use Mailchimp, an email marketing platform, for free?

The free plan allows you to have up to 500 contacts and includes 1,000 email sends per month.

This plan also gives you limited access to your email analytics where you can see who opened the email, who unsubscribed, who clicked, and more.

Need help setting up an account and getting started with your email marketing? Email our Marketing & Office Coordinator!

When to Update Your W-4

Mon, 02 Feb 2026 16:37:36 GMT

You should update our W-4 whenever you experience a major life event or financial change that will impact on your taxes. This ensures you have the correct amount of federal income tax withheld from your paycheck through the year, helping you avoid owing taxes or incurring penalties at the end of the year.

Major life events that could impact your taxes:

Marital status change: Getting married or getting divorced can place you in a different tax bracket.
Birth or adoption of a child: Adding a new child can qualify you for tax credits, such as the Child Tax Credit, which can reduce your overall tax burden.
Home purchase: Buying a home can make you eligible for tax benefits, such as a deduction for mortgage interest.
Retirement: Entering retirement is a significant lifestyle change that affects your income and tax withholding.

It is good practice to review and update your W-4 at least once a year , especially early in the year. The IRS offers an online tool to help you calculate the correct amount of tax to withhold based on your specific situation. You can also confer with a tax accountant if you have questions on how to fill out your W-4 for your specific tax situation. You can submit a new W-4 to your employer at any time throughout the year.

What’s the Difference Between a Bill and an Expense?

Mon, 02 Feb 2026 16:35:21 GMT

When you’re managing your business in QuickBooks Online®, it’s easy to get confused between Bills and Expenses . Both seem to record money going out, but they serve very different purposes — and using the wrong one can mess up your books, cash flow, and reporting.

The key difference comes down to timing and payment method.

Refer to the cheat sheet below to help you next time!

Tracking Your Numbers Using Classes - What can classes do for you?

Mon, 02 Feb 2026 16:29:15 GMT

Instead of analyzing your entire business, you may want to look at smaller divisions, such as locations, departments or teams.

Class tracking will first need to be turned on in your Preferences (under Edit in the menu bar)
Set up and name the classes you want to track
When entering transactions, a class will need to be specified
Profit & Loss by class report will show you the profitability of each class

Contact us for more information or assistance in getting classes set up!

Top 3 Office Tasks to Keep Things Running Smoothly

Tue, 28 Oct 2025 15:45:59 GMT

1. Organizing your filing system as you go. If you have an organized filing system (which you should), continue to keep the correct documents in the correct folders as you go. This helps you find what you need quicker, saves you from having to do it all at once and risking forgetting what everything is and where it goes.

2. Keeping your calendar up to date & accurate. Keep your events up to date and accurate, especially if your whereabouts affect other people on your team. Even for yourself, an organized and clear calendar helps bring your focus to each day.

3. Keeping an organized to-do list that makes sense to you. Whether it’s physical, on your computer or phone, as long as you know what your list means and can easily gage where you’re at on your tasks, that’s the important thing.

Information Needed to Put Employees on Payroll

Tue, 28 Oct 2025 15:41:43 GMT

It is extremely important to make sure your tax deposits get paid on time, if not there will be interest and penalties assessed to you.

The following are the due dates for your tax federal tax deposits:

Weekly filer : if your payday is Saturday - Tuesday, your deposit is due on Friday of the same week, if your pay date is Wednesday- Friday your deposit is due the following Wednesday.

Monthly filer : your tax deposit is due on the 15th of the following month

Quarterly filer : if your tax liability is less than $2,500 for the quarter you can pay the taxes with the quarterly tax return which is due the last day of the following month. (i.e.: 1st quarter is due April 30th, 2nd quarter is due July 31, etc.)

Making your tax deposits on time are part of our payroll services. We will gladly help you make your tax deposits if you do your own payroll, we just need a payroll summary for the correct period that is due . This is when it is very important to get us this information as soon as you process your payroll, so that we have time to make the deposits on time.

QuickBooks® Keyboard Shortcuts

Tue, 28 Oct 2025 15:39:17 GMT

Here are some shortcuts to use in QuickBooks® Desktop using your keyboard to make your work just a little more efficient! These apply when you’re in the “Dates” field.

Next day: + (plus key)
Previous day: - (minus key)
T oday: T
First day of the W eek: W
First day of the M onth: M
First day of the Y ear: Y
Last day of the wee K : K
Last day of the mont H : H
Last day of the yea R : R

3 More Reasons Why Every Small Business Needs an Overview from a QBO ProAdvisor

Tue, 28 Oct 2025 15:36:04 GMT

A QBO ProAdvisor is more than just a certified QuickBooks® expert—they’re trained professionals who can help you make sense of your numbers, clean up your books, and provide an actionable financial overview. Here’s why getting an overview of your business from a QBO ProAdvisor is a smart move.

1. Clean Up & Organize Your Books

Many small business owners don’t realize their books are disorganized until tax time or there is a major financial decision looming. A QBO ProAdvisor can:

Reconcile accounts properly
Fix categorization errors
Set up your Chart of accounts for clarity and compliance
Streamline your financial reports

2. Be Ready for Tax Season or Funding Opportunities

When your books are in order, tax season becomes far less stressful—and your CPA will thank you. Plus, if you ever need a business loan or want to pitch investors, having clean, clear financials makes you look organized, responsible, and investment-ready.

3. Gain Clear Financial Insights

We help translate your financial data into simple, actionable insights. Whether it’s cash flow trends or profit margins, you’ll see exactly where your business stands—and where it can improve.

There’s never a wrong time to get a fresh, expert perspective on your finances. Let’s chat about how we can help you!

Is Your Business Cash or Accrual Basis?

Tue, 30 Sep 2025 17:26:16 GMT

Is your business cash or accrual basis? If you don’t know, it would be indicated on the 1st page of your tax return. You could also ask your tax accountant. Knowing this is important especially as you get towards the end of the year. You will want to look at your Profit and Loss report in the correct “basis”. This may give you a little idea of what’s ahead for taxes. If you need help looking at your Profit and Loss report, please let us know!

3 Reasons Why Every Small Business Needs an Overview from a QBO ProAdvisor

Tue, 30 Sep 2025 17:23:50 GMT

As a business owner, you wear a lot of hats—CEO, marketer, salesperson, and sometimes even bookkeeper. But when it comes to understanding the financial health of your business, guesswork simply won’t cut it. That’s where a QuickBooks® Online (QBO) ProAdvisor comes in.

1. Get a Clear Financial Picture That Shows:

profit and loss trends
cash flow analysis
outstanding invoices and liabilities
expense categories that are eating into profits

2. Spot Problems Before They Become Crises

A ProAdvisor is trained to spot red flags in your books. Whether it’s a growing accounts receivable balance, miscategorized expenses, or inventory issues, a ProAdvisor can identify and address them early.

3. Save Time and Reduce Stress

Let’s be honest: bookkeeping can be a headache. A ProAdvisor helps you focus on what you do best while giving you peace of mind that your finances are under control. They can also help automate repetitive tasks in QuickBooks Online, saving you time every single month.

Think of a business overview from a QBO ProAdvisor as a tune-up for your financial engine. It’s not just about catching up on bookkeeping—it’s about optimizing your operations and setting the stage for smarter growth. Let’s chat about how we can help you!

Federal Tax Deposits Due Dates

Tue, 30 Sep 2025 17:19:26 GMT

It is extremely important to make sure your tax deposits get paid on time, if not there will be interest and penalties assessed to you.

The following are the due dates for your tax federal tax deposits:

Weekly filer : if your payday is Saturday - Tuesday, your deposit is due on Friday of the same week, if your pay date is Wednesday- Friday your deposit is due the following Wednesday.

Monthly filer : your tax deposit is due on the 15th of the following month

Brand Basics

Tue, 30 Sep 2025 17:16:29 GMT

Let’s begin with what makes up your organization’s brand: your voice/tone, typography, color palette, logo, and at the heart of your brand, your “why” aka your mission statement.

What is your organization’s voice and tone? This means, if our organization was a person, how would we talk and interact with others (our clients)? Are we outgoing and chatty or are we professional and informational? Why do we do what we do? Use the answer to guide your voice/tone and ultimately your logos, typography, and color palette.

Having a couple of logo designs that vary a little, but overall have the same look is a great place to start. Next up is your fonts and colors. These could be taken from the logo itself. Have at least 2-3 different types of fonts, one serif and a sans serif, is ideal. The color palette should be 3-5 different colors with at least 1 primary, 1 secondary, and 1 accent color.

Remember, this can all come back to your “why”, so don’t forget to keep the question, “Why do we do what we do?” at the center of your brand.

Why You Should Procedure Repetitive Admin Work

Tue, 12 Aug 2025 15:13:08 GMT

Do you have simple and repetitive tasks to get done every year, every week, or even every day like sending emails to clients, answering the phone, or making edits to the website? You should be making procedures for those tasks and here’s why!

If there is a switch in your role or someone else comes onboard, having a simple procedure for them to start off with will give them a jump start into learning their new role . This also means less training on your end. You know more than you think you do, so be sure to include all the little details that get you from one step to the next.

You might only do these tasks every so often, like mailing out a Christmas card, which means forgetting and wasting time re-learning when you go to complete the task in the middle of the holiday busy season . Instead, you can refer to your procedure waiting for you in your “Admin Procedures” folder. There, you will be pleasantly greeted with step-by-step instructions to jog your memory and get that task done more efficiently.

Procedures can be as simple as a bulleted, typed out document explaining a single task. You can also make them more detailed by including screenshots/pictures of the step or adding links to websites involved in the task. You can make them however it fits your business best, using a variety of software from Microsoft to Google Drive. Just as long as you and your team know where to easily find them.

New Hire Reporting in PA

Tue, 12 Aug 2025 14:38:05 GMT

Did you know that when you hire a new employee that you must report him/her to the state? You have 20 days from the hire date to report the new employee’s information. All the information you will need is on the I-9 form that must be filled out by the new employee. The easiest and fastest way to report new hires is the PA Career Link website. We include this service in our payroll services; however, we will gladly help you with reporting new hires if you do your own payroll.

QBO's View Has Changed - What Happened?

Tue, 12 Aug 2025 14:34:01 GMT

When you went into QuickBooks® Online this week, you may have noticed a difference. You may have thought you went to the wrong link, because it did not look at all like it looked before.

Don’t worry, you were on the correct site! Intuit (the company which produces QuickBooks) initiated a new User Interface (aka view) in preparation of enhancements and additional features they will be adding, including increased usage of Artificial Intelligence (AI) to streamline tasks and increase efficiency.

Helpful Tip: In the new view, along the left-hand vertical menu, the “Create” icon takes you to the same menu that the “New” icon in the upper left-hand corner of the old view took you. A majority of routine tasks can be completed from this menu.

If you prefer the prior view, you can opt out of the new view until 10/1/25 , when it will be the only option. To opt out, simply go to the “Gear” icon in the upper right corner and at the bottom of the screen that appears, there is a boxed section opt to use the old version. Simply click on the Green “Switch” button.

Why Timely Bank Statements Make a Big Difference

Tue, 12 Aug 2025 14:23:17 GMT

Your QuickBooks bank account should be reconciled as soon as the bank statement is received. This provides you with the details of checks that may not have been cleared. This way, you are aware that there may be an issue with a specific payment, and this enables you to inquire before a lost payment becomes an issue with a vendor or a fraudulent issue.

Why is Bookkeeping Important?

Tue, 12 Aug 2025 14:16:58 GMT

Often times business owners get busy with their own business and the bookkeeping gets pushed aside… what does this matter and why is bookkeeping important?

Bookkeeping provides a clear and up-to-date picture of a business's financial performance, highlighting areas of strength and weakness.
The data generated through bookkeeping empowers businesses to make informed decisions about investments, budgeting, and future growth strategies.
Accurate bookkeeping ensures compliance with tax laws and other financial regulations, minimizing the risk of penalties and legal issues.
Efficient bookkeeping processes can streamline financial operations, reduce the risk of errors, and improve overall business efficiency.

We can help keep those accurate numbers in front of you all year round, so you can make good business decisions. Your growth. Our guidance.