10 Steps to Simplify Your Year-End Closing Process
Year-end is here, and it’s time to tackle your books. However, closing the books doesn’t have to feel overwhelming. In fact, with a solid plan, you can confidently wrap up your clients’ books in QuickBooks Online. That’s why this guide is focused on 10 Steps to...
Stay on Top of Your 1099s with This Handy Checklist!
Stay on Top of Your 1099s with This Handy Checklist! Tackling 1099s can feel overwhelming, but trust me, I’ve been there. As an accountant, I know the chaos that comes with managing vendor lists, tracking missing details, and making sure every form is filed correctly....
Step-by-Step Guide to Generating a 1099 Custom Report with QuickBooks Online Advanced
If you’ve ever felt overwhelmed by the chaos of preparing 1099s—comparing vendor lists, running multiple reports, and double-checking data—you’re not alone. That’s why I’m excited to share a game-changing solution: the Step-by-Step Guide to Generating a 1099 Custom...
Transforming Workflows with Canopy: Brittany Malidore’s Path to Efficiency
Transforming Workflows with Canopy: Brittany Malidore’s Path to Efficiency has truly been a journey worth sharing. In a recent heart-to-heart conversation, I had the absolute pleasure of speaking with Brittany Malidore, co-founder and managing partner of Ledgerly...