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Protect Your Data and Yourself

Protect Your Data and Yourself

by Bobbie Witt | May 3, 2021 | Bookkeeping for Business, Bookkeeping for Property Management, Profit First, Small Business

Reading Time: 3 minutesProactive Steps for Living Safely in the Digital Age   These days your personal data is everywhere, and that information is valuable to marketers, hackers, and everyone in between. If you want to prevent the unauthorized use of your...
How Long to Save Documents

How Long to Save Documents

by Bobbie Witt | Mar 8, 2021 | Articles, Bookkeeping for Business, Business Tips, Profit First, Small Business, Tax Tips

Reading Time: 2 minutes  Sometimes it can be tough to deal with all the documents you have in your business, but it’s important that you save them and organize them, so you’ll be able to find them later on. In this post, we’ll be tackling How Long to...
Are You Automating Recurring Business Tasks?

Are You Automating Recurring Business Tasks?

by Bobbie Witt | Jan 27, 2021 | Bookkeeping for Business, Bookkeeping for Law Firms, Bookkeeping for Property Management, Profit First

Reading Time: 2 minutesThe daily processes and transactions involved in operating a business can mean long hours of repetitive tasks and occasional oversights due to human nature. Automating these business tasks can result in significant savings in resources and...
Avoid These  5 Costly Accounting Mistakes

Avoid These 5 Costly Accounting Mistakes

by Bobbie Witt | Jan 25, 2021 | Bookkeeping for Business, Bookkeeping for Law Firms, Bookkeeping for Property Management, Profit First, Small Business

Reading Time: 2 minutesA Canadian bank recently surveyed over 500 small business owners about what they love and hate most about owning their own business. Unsurprisingly, flexibility and feeling in control ranked first in the “love” category. Meanwhile, almost 60%...
How to Set Payment Terms If You’re a Freelancer or Contractor

How to Set Payment Terms If You’re a Freelancer or Contractor

by Bobbie Witt | Jan 20, 2021 | Bookkeeping for Business, Bookkeeping for Law Firms, Bookkeeping for Property Management, Profit First, Small Business

Reading Time: 2 minutesFollowing up on late or non-paying customers is no freelancer’s favorite task. This is precisely why you need to set payment terms upfront – and in writing – before you work with a new client or customer. By communicating and agreeing on the...
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