the JOURNAL

the JOURNAL

Expert insights on bookkeeping, trust accounting, and financial clarity for law firms.

This isn’t just another blog - it’s your blueprint for organized, compliant, and profitable financials. Tailored for law firms and service-based businesses.

Bookkeeping, Quickbooks Amy Coats Bookkeeping, Quickbooks Amy Coats

The Essential Guide to Monthly Account Reconciliation for Business Owners

You KNOW you should be reconciling your accounts every month, but you might not know exactly what that means…

📌 Save this step-by-step guide to refer back to at month-end to lead you through the account reconciling process.

If you’re WAY overdue on reconciling (I’m talking a few months or more) it’s time to think about hiring a bookkeeper. If you’re going to wake up panicking about your business in the middle of the night, don’t let it be over your bookkeeping!

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Bookkeeping Amy Coats Bookkeeping Amy Coats

The Essential Role of Bookkeeping in Every Business's Success

Discover why bookkeeping is vital for every business, from ensuring accurate financial records to facilitating informed decisions and attracting investors. Learn how professional bookkeeping can streamline tax filing, enhance financial planning, and drive business growth. Connect with us as a QuickBooks ProAdvisor to learn more about monthly bookkeeping and catch-up and clean-up services.

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Bookkeeping, Taxes Amy Coats Bookkeeping, Taxes Amy Coats

Navigating Tax Extensions: A Guide to Making the Right Choice

Tax time doesn't have to be a scramble. As a leading QuickBooks bookkeeper and certified QuickBooks ProAdvisor, we specialize in comprehensive bookkeeping and accounting services tailored for small to mid-sized businesses and entrepreneurs. Skilled in catch up and clean up bookkeeping, we excel in maintaining accurate financial records, making us your go-to bookkeeping company for customized, profit driven accounting solutions. We make tax season a breeze for our clients!

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Grow Your Business Amy Coats Grow Your Business Amy Coats

Taming the Financial Mane: Top 5 Challenges for Hair Salons & How to Overcome Them

As a hair salon or aesthetic practice owner, chances are you’ve come to terms with the fact that taming the financial mane comes with its own unique set of challenges. From inconsistent cash flow to keeping up with modernizing technology while staying compliant - there’s no one-size-fits-all approach when it comes to managing your business effectively. Whether you’re looking into expanding services and hiring new employees, or simply just trying to understand how best to manage finances in your current operation – having an understanding of how other businesses have encountered and overcome similar obstacles can be invaluable for making informed decisions about your enterprise. In this blog post, we'll take a look at 5 common financial issue topics faced by salon owners today and ideas on how they might tackle each one!

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Bookkeeping Amy Coats Bookkeeping Amy Coats

How to Choose the Right Bookkeeper for Your Small Business: A Step-by-Step Guide

As a business owner, you have a lot on your plate. You’re responsible for managing the day-to-day operations of your company, developing and implementing growth strategies, and making sure your employees are happy and productive. With so much going on, it can be easy to overlook one of the most critical aspects of your business: your finances.

That’s where a bookkeeper comes in. A bookkeeper is a professional who specializes in maintaining accurate financial records for businesses. They can help you keep your books organized and up-to-date, which is essential for making informed decisions about your business’s financial health.

If you’re considering hiring a bookkeeper for your growing business, here’s everything you need to know.

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Bookkeeping Amy Coats Bookkeeping Amy Coats

Unlocking the Benefits of a Virtual CFO

When it comes to running a successful business, having the right financial support and guidance is essential. A virtual CFO (Chief Financial Officer) can bring just that. A virtual CFO is an experienced finance professional who provides financial services on a part-time or contract basis without ever needing to be present in your office. They are able to provide strategic advice, streamlined processes, cost savings, and more - all with the added benefit of flexibility and convenience.

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