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Best practices for collecting reimbursable expenses from clients

by Guest Author  |  April 5/2012  |  , , ,
gas

You’ve likely established a routine for generating monthly (or weekly) invoices, sending them out, and collecting your hard-earned payment from customers. But this is only half the invoicing story in many cases. What about reimbursable expenses? Consider this case study: independent consultant Robert Heredia has been working on a project for a client who has store locations …



Customer Portrait: Breaking a cycle of clutter with Shoeboxed

by Jamaal Montasser  |  October 7/2011  |  ,
tax-pile

Russell EgglestonHere’s an excerpt from the article: I was young and filled with overly-ambitious ideas and a wicked haircut, a series of unfortunate events took place all at once (many of which I’m still trying to make sense of): I ran out of money… I dropped …



How to work with an accountant

by John Coates  |  March 4/2011  |  , , ,
How to work with an accountant

Certified Public Accountants (CPAs or CAs) can be beneficial to your company in many ways you may not have considered. Your accountant will serve as your primary source of financial guidance for your business, offering assistance in a variety of areas that your business may or may not need. Before you begin to work with …



Investment Advice For Freelancers

Investment Advice For Freelancers

Freelancers face very different financial circumstances than salaried employees do. There is no guaranteed regular paycheck that comes every two weeks. Instead, the payments you receive depend on how much work you did and when you finished it. And despite all the advantages of being a freelancer, these erratic pay schedules can make it difficult …



Tax time reports in FreshBooks

by John Coates  |  January 3/2011  |  , ,
invoices

Hooray! It’s New Year! Happy New Year! You know what’s right around the corner? Tax season! Paperwork is so exciting and it just takes minutes to run all your reports. Right? This year, since you used FreshBooks so diligently, you’re going to be done in minutes, assuming all your records are up to date. If …



What are your New Year tax resolutions?

by John Coates  |  December 14/2010  |  , ,
What are your New Year tax resolutions?

It’s the New Year and you know what that means! Resolutions for better bookkeeping! Fun right? Unlike the gym, you always need to do a good job on your taxes to save yourself time and save your accountant’s time, which saves you money (more six packs!) But what are you going to do this year …



Hey entrepreneurs, don’t do it all yourself

by John Coates  |  September 27/2010  |  , , , ,
Hey entrepreneurs, don’t do it all yourself

Photo by tarabrown If you work for yourself, you’re doing something you love. However, you’re probably spending hours on administrative work that frustrates you. You’ve been told to use virtual assistants or sub-contractors. Maybe using a virtual assistant to book your travel, organize contacts and receipts, or …



FreshBooks, Outright and Shoeboxed: A Tax Time Perfect Storm

FreshBooks, Outright and Shoeboxed: A Tax Time Perfect Storm

One of the reasons some of our buddies in The Small Business Web seem to work so well together is the overlap between the things we’re all trying to do for customers. FreshBooks is focused on helping you answer simple questions like: Who owes me money? How much am I billing?




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