Category Archives: Bookkeeping

Furthermore, timing plays a crucial role in capital gains tax planning. Selling assets strategically over multiple tax years can help distribute capital gains and prevent a spike in tax liability in any single year. Additionally, individuals nearing retirement may benefit from implementing a systematic withdrawal plan to manage their tax exposure while preserving wealth. In […]

A financial advisor can help you understand how taxes fit into your overall financial goals. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready […]

Accounting software typically includes payment gateways too, which means you can accept customers’ invoice payments online. Depending on your software, customers can even use payment portals on the invoice itself to make a payment. Sales invoices are handy documents that tell your clients what they bought from you, when they placed their order, and how […]

A sales invoice is a document issued by the seller of a product to the buyer, charging them for the items purchased. The invoice provides a record of the amount of product sold, who it was sold to, the date it was sold, and the payment timeframe for the buyer of the goods. The sales […]

Botkeeper is best for accounting firms that want to scale by automating bookkeeping tasks. Want to kick off your small-business accounting with a solid accounting software service? Enter some basic information about your current accounting needs and we’ll send you up to five customized quotes. What are common bookkeeping mistakes? If they are using different […]

They usually have full teams, so you don’t have to worry about your bookkeeper going on vacation or getting sick. And they usually have more robust features like a dedicated app. Learn how to build, read, and use financial statements for your business so you can make more informed decisions. InDinero offers monthly, quarterly, and […]

The two components of the P/E ratio formula are market price per equity share and earnings per share (EPS) of the company. The market price of a stock is the price at which its shares are currently being traded in the market. It generally fluctuates many times throughout the day, mainly due to demand and […]

Before investing, it’s wise to use various financial tools to determine whether a stock is fairly valued. However, there are problems with the forward P/E metric—namely, companies could underestimate earnings to beat the estimated P/E when the next quarter’s earnings arrive. Furthermore, external analysts may also provide estimates that diverge from the company estimates, creating […]

With this option, you get access to years of in-depth accounting expertise that will help make sure your accounting operations are accurate, efficient, and aligned with the best practices in the industry. Opting for outsourced finance and accounting services is an increasingly popular solution among business owners and growing startups. It offers a path to […]

Our outsourced bookkeeping and accounting services keep you focused on what you do best (operating and growing your business) while we focus on what we do best (delivering accurate and detailed financials every month). If you are running a business and want to expand or just find a more efficient and more effective way to […]