In Episode 37 of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis discuss one of the most important—and sometimes overlooked—parts of keeping accurate books: bank reconciliation. If you want to trust your financial reports, reconciliation is essential. It provides a way to compare what actually happened in your bank account with what has been recorded in QuickBooks. Think of it as a report card for your bookkeeping. Listen to Episode 37! What Is a

In Episode 36 of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis continue their discussion about one of the most important parts of QuickBooks: the Chart of Accounts. In the previous episode, they explained what the Chart of Accounts is and why it provides the foundation for your bookkeeping. This episode takes that discussion one step further by looking at how your Chart of Accounts directly affects your Profit & Loss Statement and Balance Sheet.

In Episode 35 of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis take a closer look at one of the most important—and often misunderstood—parts of QuickBooks: the Chart of Accounts. If your Chart of Accounts is set up incorrectly, problems can show up throughout your financial reports. But when it is structured properly, it becomes a powerful tool for understanding your business, preparing for taxes, and making better financial decisions. Listen to Episode 35

In Episode 34 of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis discuss one of the biggest challenges facing service-based businesses: how to efficiently capture information from the field and turn it into accurate invoices. For many service businesses, the problem isn’t a lack of work. It’s managing all the information that comes with that work. Schedules, job details, customer requests, materials, labor, notes, estimates, and changes can come at a business owner from

In Episode 33 of QuickBooks Mastery for Small Business Success, Erica Northrup and Lee Davis tackle a challenge many business owners eventually face: What should you do when your QuickBooks are a mess? Listen to Episode 33! Whether you’ve fallen behind on bookkeeping, inherited disorganized records, or simply aren’t confident that your financial reports are accurate, you’re not alone. The good news is that messy books can be cleaned up with the right process—and the experience can