Personal + Business Accounting

Guides, Courses + Consultation

Clean slate. Clear off desk. Order fun products. Start fresh. You got this!

Record all monthly EFT’s. Record all monthly expenses. Summarize on a spreadsheet you create, or you obtain.

Review for accuracy. Cancel duplicates or extras. Finalize and use monthly, reviewing prior to charges.

Guidance in QB online, QB desktop, phone apps such as One Dollar to help track income and expenses.

Create a “tax only file”. Include W-2’s, year-end mortgage statements, 1099’s and interest.

Blog Posts for Finance, Home, Sports +

About + Contact Us