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Guide

The Small Business Bookkeeping Guide

How the work is actually done, written by a bookkeeping firm that does it every day. New chapters and articles are added as they are written.

Chapter 1

Choosing and working with a bookkeeper

Whether you need help yet, what a bookkeeper should deliver and how to choose one.

Do You Need a Bookkeeper Yet? Signs, Deliverables and Questions to AskHow to tell when the books have outgrown you, what a bookkeeper should hand you every month, and the questions to ask before you hire one.

Chapter 4

Cleanup and catch-up

Fixing books that are wrong, and rebuilding books that are behind.

QuickBooks File Repair or Cleanup? How to Tell Which You NeedA damaged QuickBooks file and a file full of wrong numbers look alike from the outside. How to tell them apart, and what fixes each one.

Chapter 5

QuickBooks

Setting up, running and cleaning up QuickBooks, from certified ProAdvisors.

10 QuickBooks Tips From the Files We Clean UpThe habits that would have prevented most of the QuickBooks cleanups we do, from reconciling to the statement to recording processor sales gross.

Chapter 9

Accounting and reports for owners

Reading the reports, managing cash and handing over clean numbers.

Tax-Ready Books: What Your Bookkeeper Should Hand Your Tax PreparerWhat goes into a year-end package your CPA or enrolled agent can work from, and why each piece matters to the person filing your return.

Chapter 10

Bookkeeping by industry

What changes in the books for particular kinds of business.

Real Estate Bookkeeping ServicesSpecialized bookkeeping for real estate agents, brokers, property managers, and investors. Expert real estate accounting with QuickBooks.

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