Conquer Monthly Bookkeeping in 5 Simple Steps as an Advisor
4 MIN READ So you’ve got your books set up, perhaps in one of our Set-up & Training Workshops, now what? Keeping your books clean and up to date is important, especially in the...
How to Upload Transactions into QuickBooks Online with a CSV File
4 MIN READ If you’ve ever logged in to QuickBooks Online (QBO), you’ve likely seen the time-saving feature that is the banking feed. By establishing a connection to your bank...
Are Your Books Ready for Tax Prep?
3 MIN READ With 2020 officially in the rearview mirror (see ya never!) and our sights set on 2021, it's time to start thinking about fresh starts, new beginnings, and, of course,...
5 Things You Need to Know About Vendors in QuickBooks
3 MIN READ We field a lot of questions from advisors about how to handle vendors in QuickBooks. We get it. There’s a lot to keep track of and you signed up to be a financial...
How to Create Bank Rules (to Save Time!) in QuickBooks Online
7 MIN READ Ask any advisor what they need more of and chances are they won’t say clients first—they’ll say time. While we’re incapable of offering you more than 24 hours in a day...
Shared Transactions: How to Make a Clean Split in QuickBooks Online
4 MIN READ Even during these unique times of social distancing, sharing can still be caring, at least for some transactions within your books. If it's not immediately obvious,...
Doing Your Own Bookkeeping? Avoid These Common Mistakes
3.5 MIN READ When new clients come to us with neglected books, the first thing we do is clean them up. This simply means we find mistakes—often the result of bad bookkeeping...
Payroll Service Options for Your Small Business
3 MIN READ A wise person once said, “Outsource your payroll.” We don’t know who exactly that wise person was, but here at FA Bean Counters, we believe that using a payroll service...
Our Top Bookkeeping Blogs of 2019
3 MIN READ As another year comes to a close, we thought what better way to celebrate than with a walk down memory lane? So we rounded up our top five most popular blogs of 2019....