My firm needs a coding/numbering system for proposals, estimates, and invoicing to be used for bookkeeping and accounting. Ideally, this system will reference clients and projects, so proposals can be tracked to invoices, and vice-versa. Please recommend your favorite/best practices for coding and numbering systems for proposals, estimates, and invoicing!
With the help of an accountant, I'm trying to teach myself bookkeeping for our small business. Our business is set up so that we collect *x-amount* when a client reserves our services, then *x-amount* six months before we provide the service, then finally, *x-amount* 30 days before we provide the service. Our accountant is advising us to accept these amounts as prepayments and not generate an invoice until we've received final payment. Basically, even though this money is going into our bank account, it's not showing as income on our income statement until we've received final payment/generated the invoice. Is this the best way to do this? [more inside]
I'm looking for inexpensive or free resources for learning basic small business accounting from home. [more inside]
I'm currently looking at adopting Freshbooks or Kashoo, and would be interested in experiences with either, or other recommendations. Context: I'm a few years into freelancing (across a few different industries) and I'm working on improving my accounting, with the goals of easier tax time, smoother day-to-day operations, and better information about cashflow and budgeting. Right now I use Toggl for time tracking, and Mint for expense tracking and budgeting; I like Toggl but I'm not married to it, and Mint is starting to drive me absolutely nuts. I do invoicing and bookkeeping manually. Also welcome would be general tips on bookkeeping and accounting for small businesses / freelancers. I'm on a Mac, in Canada.
Accounting degree, experienced bookkeeper working for other folks, already know Quickbooks, etc. A small amount of capital ($5-6k) and a current part-time job that pays just enough to cover my expenses, but it's only going to last another year or so. I could go get another bookkeeping job, but I'm sick of making next to nothing and having next to no control over my work. How can I make myself viable as a business? [more inside]
I need a free online bookkeeping / accounting website, can anyone suggest one for a small business? [more inside]
How should we set up gnucash to track a couple's cash flow and joint account? [more inside]
Mac small business accounting software for Australia. [more inside]
Nolo is a great source for books when one is looking to deal with the legal aspects of running a small or medium business. Is there a publisher that specializes in accounting / bookkeeping / finances books?
I need simple bookkeeping software for the Mac, and in a hurry. [more inside]
Bookkeeping for dummies? [more inside]
For my wife: What are the best ways to find opportunities for freelance bookkeeping and accounting work? [more inside]
In double-entry bookkeeping, are taxes a liability or an expense? [more inside]
Help! I am SO confused about picking the right budgeting software. I am looking for a budgeting software but I have a lot of parameters. I have read the previous threads but it seems like nothing does exactly what I want it to do. Paramemters below. [more inside]
Help me with my nonprofit's accounting and audit practices. Just looking for some general tips on (1) learning the basics on accounting; (2) learning how to prepare audits most efficiently; and (3) bonus points for help on the more stringent 2008 IRS filing requirements for nonprofits. [more inside]
How do I transfer raw materials into scrap to use later in Quickbooks Premier 2009? [more inside]
Feh. I'm straightening out the accounts of a not-for-profit as a volunteer and putting them onto Quickbooks. Before I got my hands on their books, someone paid the same bill twice. How do I enter two checks for one bill and still take the credit on a future bill? [more inside]
Is there an expense reporting app that's flexible, handy, and will help me finish next year's taxes quickly and easily? I know about excel, quicken, and various financial transaction apps, but what if I drive 100 miles to a tech conference and want to note my mileage? And what if I'm out entertaining clients and I want to pop onto my iPhone to note the total bill for the evening (before I forget the next day to open excel). Are there any web-based flexible apps for doing all the expense reporting you might need for a small business' bookkeeping needs?
You know all the boring, tedious stuff that you have to do to keep your business running? The stuff that you think is a waste of your creative genius time that you'd like to just pay somebody else to do? The bookkeeping, invoicing, budgeting ... everything having to do with spreadsheets, numbers, QuickBooks and filing cabinets? Well, what careers might that describe? [more inside]
Specific questions about work at a library... [more inside]
Jaded cubicle monkey seeks internet advice on self-employment in bookkeeping. Can I make a living as a low-end bean counter at home? [more inside]