Originally published January 9, 2011
Saturday’s all-day lock-in with a small business client marks my 20th small business bookkeeping setup and the least difficult completion to date! The client and his wife work together to maintain their books, and designing their company file in QuickBooks was so smooth, it was almost too easy. The two are very well organized, and working with their accountant over the years has paid off for them. We were able to set them up with QB for moving forward and to input four years’ historical data (as journal entries) for year-to-year comparison without much hassle. Am feeling pretty good about completing the first phase of their business growth plan.