Spring Clean Your Books

If you haven’t started, now is the time to Spring Clean your Books.  Start with your Chart of Accounts (assets, liabilities, income, expenses).  Then work on your products and services and make sure all transactions are properly categorized. Reconcile all bank accounts from the beginning of 2017 and learn how to keep everything organized so… Continue Reading

Tax Season has ended

How was your tax preparation this year?  Were you scrambling around looking for receipts, invoices, bills, bank statements and other necessary paperwork?  Now is a really good time to get yourself set up with a bookkeeping system that will save you time, money and aggravation for the rest of the year.  If you do, next… Continue Reading

Easter Sunday

Easter was my husband’s favorite holiday.  I never really understood why, but think it was because it’s the beginning of Spring, with flowers blooming and the sun shining.  Easter made him happy.  Charlie always brought flowers to his mom on Easter and I continue the tradition.  It brings a smile to her face, as she… Continue Reading


A friend sent a Self-Assessment article, one of his daily motivational emails.  A good friend, not someone trying to “hint” at anything 🙂 The article says there are four types of personalities that fall into four categories.  Thinker, Relater Director and Socializer.  I find myself between two; the thinker and relater.  Those who know me… Continue Reading

Lose an Hour, Gain Sunlight.

I am in. The sun will shine during longer days and smiles will be prevalent. It’s amazing what sunshine can do for the mind and body. From exercising outdoors to lazy days by the water, so many come out to spread their happiness. There is nothing better than living in Lake Hopatcong, NJ. Boats go… Continue Reading

Do you know a Leapling?

Today is the day before Tom’s birthday, but his birthday is not Match 1st. He is going to be 13.25 tomorrow. Tom is a leap-day baby, also known as a Leapling, those born on Leap Day, or Leap Year Day.  They were not born ON Leap Year, as Leap Year is the whole year. Presidential… Continue Reading

Meaning of Love

It’s St. Valentine’s Day. A day I would not personally mind erasing from the social calendar. Love surrounds us all and if we embrace it on a regular basis, our lives will flourish. Why do we have to show it to the masses once a year? I learned to re-appreciate the love surrounding me. I… Continue Reading


Teamwork.  Hmmm, let me think…  It’s good for problem solving.  Teamwork can lead to better decisions, products and/or services.  It is healthy competition and can be help with motivation or to stand out of the crowd.  It develops relationships.  A team who work together for a long time will eventually develop a connection. This can… Continue Reading

Financial Statements

Recently I read a book recommended to me by an Accounting colleague.  It is a book about Net Income, Cash and Balance Sheet Statements.  Are you thinking, “What are those”?  The book is interesting, although I am sure if I handed it to you, you would give it back because numbers are “not your thing”. … Continue Reading

Did your bookkeeper mess up your financials?

I feel badly for business owners who are in financial ruin (or close to it) because they trusted their bookkeeper to know accounting rules, only to find out (sometimes a little too late) how much they didn’t know.  This happens to more business owners than you can imagine. Hiring the wrong bookkeeper can destroy your business.… Continue Reading

Job Well Done! Here is a Referral.

You may be asking yourself… what does the photo have to do with referrals?  Well, nothing.  I just thought it was cute. A short while back, I was at a business lunch and the topic turned to referrals.  After the conversation, I thought, “There is no better feeling than a new client through a referral.” … Continue Reading

Be Inspired.

I was in San Jose for a QuickBooks Connect conference this past October.  The theme was Be Inspired.  Well I was inspired this one morning in particular.  On November 8th my dad, sister and I threw my mom a 70th surprise birthday party.  Not only was my mom surprised, she looked so beautiful and happy.… Continue Reading

Get Ready for Tax Season

I know what you are thinking… and no, it is not too early. I’m a bookkeeper, not a tax preparer, but that doesn’t mean I don’t have a role in my client’s tax preparation each year.  I save them a ton of time and money getting ready. As we approach year-end, it’s time to start… Continue Reading