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Bank & credit card statements should be reconciled every month to help catch duplicated or missing transactions.  Can’t remember when you last reconciled your bank statements? Watch the video below to find a quick list of when all your accounts were reconciled last. [this video has no sound]   Learn about the author or keep reading! Do...
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Admit it. You have at least one post-it on your desk with a password written on it. Or a paper in your top drawer. Or under your keyboard. And you use the same password for almost everything (GASP!) STOP. IT. There is an easy way...
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2 quick password tips
Passwords don't have to be difficult to remember. Here are two tricks for creating complex passwords that you can remember.  1. Make it...
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"My bank account is connected to QuickBooks, so I don't need to reconcile my bank statement.  I know everything's there," Sheri said matter-of-factly. Katie had reviewed Sheri's QuickBooks file and noticed some unusual stuff happening. 
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I was waiting for the pest control guy to show up for our annual termite inspection and my phone rang. It's the pest control guy and...
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Blurry old book
You may have noticed, that until this one, all my blog posts have been a "Financial Fable". For those of you who don't know...
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Computer charts
==================================== To: Jan Jackson From: Katie Redman Subject: Monthly Financial Reports ———————————————————– Hi Jan, Attached you'll find your monthly financial reports. After you've had a chance to review them, please give me a call. One thing I wanted to bring to your attention is the Accounts Receivable Aging Summary. You have several customers that are...
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