Document Storage is Important! Any business large or small must have a document storage system. During the course of any business day and certainly throughout each month, a business is likely to produce and receive a number of business documents. Receipts for expenses, such as meals or office supplies must be kept. If it is a meal – a note must…
Credit Card Accounts: Mixing Business & Personal I’ve had an opportunity now to work with a few clients who use multiple bank cards and credit cards for their business expenses. I will confess, I’ve used my personal credit card and debit card to purchase business related items. While it may seem convenient in the moment to just throw out the…
Personal Budgeting Personal budgeting may be a low priority for many. Taking time to craft a well thought out personal budget is hard when so many other concerns demand our time and attention. Yet personal financial security cannot be achieved without some planning, in most cases. Taking the time to record your personal expenses in a manner that will allow…
Is your business at risk for theft? What are your internal controls? How do you handle check writing for your company? Does one person receive, post, then write the check to pay the bill? What are your checks and balances to prevent reduce the risk of theft and/or error in your company when it comes to paying your bills? Do…
1. Track your expenditures – daily if necessary. There are many financial software programs out there – my favorite is Quicken for personal finances and Quick Books for business use. One way to consider the balance between your income and your expenses – take your net cash amount – subtract your fixed expenses (rent, utilities, phone, cable, car payment, loan payments, etc.)….
This week I became a member of the QuickBooks ProAdvisor program. Despite my years of experience as a QuickBooks user and my QuickBooks certification, joining this program seemed like a natural next step in building my business. The first clear benefit to being a member is all of the training materials available for members to utilize in order to…
Recently, I have become involved with three nonprofit organizations in my community as their accountant. I was also elected Treasurer of my Toastmaster’s club effective July 1. Because my experience and education has primarily focused on accounting in a for profit entity, I decided to read a textbook or two on the matter to ensure that I was doing the…
Yesterday, my daughter graduated from Cedarcrest High School. I am still surprised how quickly time flew from the moment of her birth to this moment in time – where my baby girl is filling her hope chest and counting the days until she can be free of dependency on her parents for support. One of the best things about graduating…
Do you know which financial statements you need to look at each month or each quarter to assess your business activities and progress towards your profitability goals? Many business if not most, review the following financial statements at least monthly: Net Income (loss), Statement of Owner’s Equity, and the Balance Sheet. There are other helpful reports to look at such…
Thank you for visiting my new website. I am just brimming with excitement to see each piece of my business come together. If you have already started your own business, I am sure you can appreciate my excitement as mine is launched. My passion is accounting. Why, you ask? When I see something that is out of place or a…
I love working with Georgene. She is pleasant, energetic and efficient. I can always count on her to get my books in order and on time.
I have had the pleasure of working with Georgene Jones and Holliday Bookkeeping Services for well over a year now. In that time she has been exceptionally helpful and professional in taking care of the business needs I require as a small business. I can say with all honestly, without Georgene and her services I would be lost. I owe a great gratitude to her and her company.
Holliday Bookkeeping is an absolute godsend to me and my business! Whenever I have problems to resolve concerning my business Quickbooks account, I know I can rely on Georgene Jones to get the job done in a timely and professional manner. She is pleasant to work with, and is my number one stress reducer when it comes to my business accounting!
As the President of the Duvall Chamber of Commerce I rely on Georgene to handle all of our Payroll needs. She takes care of everything so payroll is totally seamless. Georgene is organized and thorough and makes my job so much easier.
I found Georgene very professional, trustworthy, diligent as well as flexible with business needs. I have referred numerous companies to her
I asked Georgene if she would be interested in helping out a nonprofit that I volunteer with, to get their bookkeeping house in order. She graciously accepted the job (this is a paid job) and never once complained at the state that our books were in, or that figuring out the short hand entrees that were in horse terminology was challenging, she just somehow, dug in and got us on track! (Please note that I was not the treasurer at this time)
We now have balanced books and are able to meet and make plans knowing exactly where we stand financially and know where we need to focus our efforts.
It is one place that nonprofits should not skimp to save a few bucks, as I have seen more turmoil caused in volunteer organizations by this problem of the volunteer in charge of book keeping not having the numbers ready, than any other single problem in any organization.
Thank you Georgene, you are a life saver!
We are so thrilled to have found Georgene to help with our small business. My husband and I own and operate our business, we have 4.5 employees. I had been taking care of the books as well as the administrative duties associated with our shop. The accounting end was not getting taken care of the way it should.
I am happy to report they have done an amazing job taking over these tasks and given me more time to concentrate on our customers,
We are very happy with their services and recommend them to all we come in contact with.