Add Insight

Strategic Bookkeeping and Payroll Services for the Small Business Owner

Tools and Apps

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 […]

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 […]

Mileage Rates are Changing – Two Ways to Track Your Miles in 2017

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New Mileage Rates for 2017 Beginning on Jan. 1, 2017, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) will be: 53.5 cents per mile for business miles driven, down from 54 cents for 2016 17 cents per mile driven for medical or moving purposes, down from 19 […]

Going Paperless: 3 Tools to Reduce Paper in Your Office

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At Add Insight, we strive to be a paperless office although I still find reading on paper, and in particular books, to be more enjoyable. In order to save information paperlessly, we use three different tools for different reasons. In 2017 I plan to streamline that process even further. Citrix Sharefile For client files, we […]

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

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

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

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

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

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

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