Add Insight

Strategic Bookkeeping and Payroll Services for the Small Business Owner

Alexa Gregory

Tips for Getting 2018 off to a Good Start!

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Grab a cup of coffee and catch up on news from the bookkeeping world.  

Featured in this issue:

  • 2017 Taxes
  • 1099s
  • Independent Contractors vs Employees
  • Emergency Plans
  • Bookkeepers’ Check List 
  • Add Insight’s tech stack

Plooto = Easy ACH Bill Pay

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Plooto is an easy, inexpensive way to pay your vendors. Plooto provides ACH (automatic clearing house) services on a easy to use platform, that allows for visibility and an approval process that provides a good audit trail. All for $1.00 a payment. Less if you do more than 25 payments a month. The giant in this […]

Chronobook = Backup for QuickBooks Online

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Would you sleep better knowing your QuickBooks Online data is backed up outside of QBO? Enter Chronobook. Chronobook provides continuous backup, anytime restore and allows you to make a copy of your QBO file, all for the minimal price of $10.00 per month. Intuit is serious about having QuickBooks Online always available and backed up […]

Advice to Mompreneurs: Work, Pause, Hire A Bookkeeper, and Thrive

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This week Add Insight was fortunate to attend a brilliant book talk highlighting journalist and author, Lisen Stromberg’s new book titled, Work Pause Thrive: How to Pause for Parenthood Without Killing Your Career. The talk was hosted and sponsored by The Hivery, a women’s co-working space in Mill Valley, California which celebrates ‘mompreneurs’ as part of its […]

Pay Yourself First: 6 Steps to Boost Profitability in 2017

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Rethink the Profitability Formula Author, Mike Michalowicz has many great tips on ways to boost your profitability. In Profit First, he explains why a business owner should throw out the traditional accounting formula of  Sales – Expense = Profit. Instead, he claims that a better accounting formula is Sales – Profit = Expenses. Michalowicz explains by flipping expense […]

Are Budgeting and Cash Flow Forecasting Different?

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  Are you thinking strategically about the future of your business? When working with a bookkeeper, do you simply want to be up to date with your books? Or would you rather be proactive, looking ahead, and using accurate data to influence purchasing and sales decisions? Budgeting and cash flow forecasting can help a company […]

Tax Records – What should you keep and for how long?

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Tax season is in full swing. We finished preparing 1099s for clients and are assembling records to send to our client’s tax accountants. In the spirit of the season, we have pulled together a handy infographic guide to print and pin-up by your desk. This guide helps you determine what tax records to save, how […]

client’s accountant

Alexa provides the bookkeeping services for a mutual client where I’m the CPA. Alexa is attentive to her client’s needs, efficient, accurate, and easy to work with. I’d highly recommend her services to others in need of bookkeeping services.

Accountant

colleague 01

Alexa’s a pleasure to work with! She’s calm, smart, caring, conscientious, full of integrity, and multi-talented — from numbers to operations to websites to group dynamics to HR. I recommend her highly.

Colleague

non-profit 01

We are a small non-profit and I had lost a years worth of QuickBooks data from my laptop additionally our backups refused to open. Alexa saved us by getting the info transferred to QBO and our books up to date!

Non-Profit Client

Photographer/Videographer

Details! Precision! Humor! Could you ask for anything more from a bookkeeper?? Alexa is it! She is a life saver in that she keeps track of everything and helps me make sense of all the numbers. I couldn’t run my business without her. She is the BEST! And a really lovely person to boot. She’s always responsive and quick to answer questions, and she’s incredibly patient with everything. She’s a gem.

Photographer/Videographer

employer 01

Alexa has been the director of finance for our small business for nearly 10 years, so I’m in a good position to say that there is no one more conscientious, detail-oriented, or fastidious about accounting than Alexa Gregory. Alexa produces reports that drive to the most granular level of analysis, providing excellent tools for decision support and management. I’d recommend her wholeheartedly as a ProAdvisor. You’d be lucky to work with her.

Employer

food products company owner

Alexa was extremely proficient and responsive. She asked me specific questions related to my business and helped me to get my daily bookkeeping entries on track. Exceeded my expectations for sure! So happy to have found her.

Owner, Food Products Company

Small Business Owner

Alexa is so great! Super organized, patient and calm. I appreciate her attention to detail. I feel like I am a priority. So glad I found her. Thank you Alexa!

Small Business Owner

co-worker

Alexa is a valued professional colleague, expert in her field, a dependable and insightful thought partner who is detail oriented yet sees the big picture. She anticipates needs and finds creative, cost-effective and time-efficient solutions. In crazy deadline projects when everybody else is having tantrums, Alexa is the calm center that just moves things forward.

Professional

consultant 01

Alexa helped my small firm get set up in QuickBooks and is keeping up on regular updates. This process went so smoothly and quickly that I wondered why I hadn’t done it sooner. Alexa made it all seem even easier and intuitive which was a huge plus. I highly recommend Alexa as a QuickBooks power user! Plus, she is very patient and supportive. Wonderful improvement for my work.

Consultant