Blog

You Better Reconcile

When we meet with new clients, one of the first things we like to determine is how recently their books have been reconciled to the bank accounts. Sometimes, (rarely), the books have been reconciled…

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When you’re not a “startup” anymore…

All of "Hamilton" is great, of course, but, among the multitude of great lines, there's one in particular that always speaks to me as a business owner. During Cabinet Battle #1 (a rapped debate about…

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Guest Post: Neal Isaacs, “Advice on Accountants (for what it’s worth)”

Today's guest post is from Neal Isaacs. Neal Isaacs, MBA, CBI is a Business Broker and the owner of VR Business Brokers of the Triangle, located in Raleigh, NC. He writes about business and helps…

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BoJack Pop Vinyl

What to Look for in Hiring a Bookkeeper

As your business grows, you will reach a point where you need to seriously consider hiring a bookkeeper. Unfortunately, bookkeeping is still a very un-regulated industry. Anyone can market his or…

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If all taxes were abolished tomorrow, you would still need a bookkeeper.

From about January to April, every finance professional's primary focus (or at least primary source of frustration) is taxes: getting ready for taxes, doing taxes, answering so (so) many questions…

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2018 Tax Changes (Explained as Best as Humanly Possible)

To put it very (very) mildly, the new tax bill is not without its problems. In their newsletter attempting to explain the new bill's changes, the American Institute for Public Bookkeepers (AIPB)…

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Feature Spotlight: Davidson Wicker, CEO of Ravetree

As those of you who have known us over the last few years are aware, The Bookkeeper grew quickly. When new employees were brought on board, it became obvious that our old, piecemeal system of digital…

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Staying (Financially) Fit Over the Holidays

With Halloween only 12 days away, we are officially in the holiday season. This is my favorite time of year, and I understand the temptation to let work slide as I give into the distraction of…

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Why “Cheap & Easy” Online Bookkeeping Services are Neither

Online "full-service" bookkeeping companies have been on my mind a lot lately. Mostly, it's because we've recently had to do so much clean-up work for clients who have previously used these services…

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Local Entrepreneur Spotlight: An Interview with Dave Baldwin of Baldwin Management Consultants

Courtney recently sat down with Dave Baldwin, of Baldwin Management Consultants, in Raleigh. From his website: "Dave Baldwin is an experienced marketer and self-taught entrepreneur who first went…

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