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Behind On Your Books,
Business Owners?

Let Me Rescue Your
Financials Today!

Want to Improve Your Quickbooks Bookkeeping? Here Are 5 Tips!

by | Mar 22, 2019 | Bookkeeping Services Virginia

Do you own and operate your own business? Are you searching for a way to streamline your QuickBooks process? In this article, Furever Bookkeeping in Virginia — serving Tysons Corner, Alexandria, and Springfield — will share five ways to improve your QuickBooks bookkeeping process.

5 QuickBooks Bookkeeping Tips

When it comes to QuickBooks, many business owners take care of their accounts on their own. They believe it saves them money, but it actually costs them more in the long run. Not only does it cost them money, but it costs them time, too. It’s best if you outsource your bookkeeping to a master at Furever Bookkeeping. Here Are the five QuickBooks tips:

#1. Accounts Have a Statement? Reconcile Them

Reconciling your accounts as they come in is a huge step in the right direction. However, just because you get your accounts reconciled doesn’t mean you’re finished just yet. You need to understand how to handle and code transactions to take care of your books — and it takes time to learn.

#2. Use “My Accountant”

Many businesses get hung up on transactions that they do not know how to handle. If this sounds like you, utilize the My Accountant feature and reconcile your books! You don’t want to ignore certain transactions. Not reconciling doesn’t give you an accurate view of your books.

#3. Keep Your Charts Simple

With numerous transactions per day, you may start to develop a book that looks confusing. Keep things simple and organize your book into something meaningful. Determine what your main metrics are for the business (one being cash flow), and organize the chart to show you those metrics at a glance. When your books are complicated, it will confuse you. Confusion causes mistakes. Mistakes cost you money.

#4. Create Financial Reports for You

Develop a system that shows you bi-monthly or weekly financial reports that you can monitor at a glance. You will have your monthly and quarterly reports, but those are too broad to give you accurate information on your cash flow. Business decisions need to be made based on the most accurate information possible.

#5. Balance Your A/R and A/P

One of the most common mistakes after not reconciling books is in accounts receivable and accounts payable. Business owners let A/R and A/P get away from them, and it causes a lag in financial information via their reports, which leads to decisions being made off the back of inaccurate information. Review your books frequently so that you can catch errors and take care of them.

When it comes to QuickBooks, you can do it yourself, but it takes time and can cost you more over time. A great way to make sure your books remain accurate and available to you in reports whenever you want them is to outsource your bookkeeping needs.

Furever Bookkeeping serves Virginia business owners in Tysons Corner, Alexandria, and Springfield. Contact us today to get started on your books.

“OUR FINANCIAL SAVIOR."

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Furever Bookkeeping has been our financial savior. Our small business went through several bookkeepers before hiring Furever Bookkeeping. Furever Bookkeeping has been responsive, adaptable, and provided excellent communication throughout the pandemic. The level of customer service we have experienced is unmatched for a small business such as ours.

-Orman M.

“KENDRA BROUGHT YEARS OF MY BUSINESS’S FINANCIALS CURRENT AND BALANCED MY BOOKS QUICKLY.”

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Kendra brought years of my business’s financials current and balanced my books quickly. She and the whole furever bookkeeping squad know what they’re doing. Helped my business exponentially.

-Charlie U.

“I CAN ASK HER ANYTIME WHERE WE STAND FINANCIALLY AND SHE CAN TELL ME INSTANTLY.”

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Kendra served as our law firm’s outside, independent bookkeeper. When she started working for us she inherited financial books that were a complete mess. She was able to straighten them out and, since then, has kept our books accurately and complete. I can ask her at anytime where we stand financially and she can tell me instantly. She is very personable and a delight to work with. During her tenure working with us, even though she was an independent contractor, she became our firm’s CFO. I do not hesitate to recommend her.

-Fred P.

“KENDRA AND HER TEAM ARE GEMS.”

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The entire Furever Bookkeeping team helped my Consulting Firm and me streamline our Accounting system using technology for efficiency sake. This saved us a ton. Kendra and her team are gems.

-Patricia F.

“KENDRA HAS BEEN INSTRUMENTAL FOR OUR BUSINESS.”

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Kendra has been instrumental for our business. If you are looking for an accounting team that is professional, timely, and great at communicating call Furever Bookkeeping. They were a life saver for my company!

-Renee D.

“KENDRA’S TEAM IS TOP NOTCH AND RECONCILED BACK YEARS UNDER BUDGET.”

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Kendra’s team is top notch and reconciled back years under budget. Thanks to the entire team. We continue to grow as a direct result of her knowledge and strategy.

-Brian D.

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Kendra Moore
Owner/Master Bookkeeper
Expert Accountant

Clients

Our clients range in annual revenue from $200K up to in excess of $75M+. Simple or complex financials across MULTIPLE industries are our Core Capabilities.

About Us

Furever Bookkeeping, LLC brings 15+ years of Expert Bookkeeping & Master Accounting to each of our clients. Kendra Moore and her team have over 37 years experience in: Bookkeeping, Accounting, Banking, along with experience as previous Business Owners.

Our Certifications

We are approved Accounting & Bookkeeping Federal Government Contractors, DUNS #079524284, as well as for the State of Maryland, NAICS #541219.

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