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Cynthia Terry
Cynthia Terry
Providing bookkeeping services for small businesses, allowing them to focus on their core operations and financial goals.
Spoiler alert...it's affordable!
Call to schedule a free consultation
How much time does it take you to quote, invoice AND get paid for a project? ⏰ 🤔 Seriously – take just a moment to *really* think about all the steps involved:
📄 Assembling a customized quote
💰 Creating + sending an invoice (via email OR snail mail!)
🔁 And THEN sending 2 (or 10) “past due” reminder statements
Did you know that the average small business spends 15 hours EVERY WEEK, just on financial admin tasks like these?! So, to help you cut down on all that lost time, here’s some of my favorite time-saving QB features and integrations:
𝗛𝗘𝗟𝗣𝗙𝗨𝗟 𝗤𝗕 𝗙𝗘𝗔𝗧𝗨𝗥𝗘𝗦:
⏰ ONLINE PAYMENT: Email invoices with online payment links
⏰ INVOICE TEMPLATES: Use the “memorize transaction” feature for similar invoices
⏰ SALES TAX: Set up + automate the appropriate sales tax amount in your settings
⏰ REMINDERS: Automate reminder statements to go out if unpaid by a pre-set date
⏰ LATE FEES: Automatically calculate – and add – late fees to unpaid invoices
One of the best ways to protect your personal finances is to keep them separate from your business finances. This means having two bank accounts (at a minimum!) - one for business and one for personal expenses.
This will help you track your expenses more easily and avoid accidentally spending business money on personal items. 𝙄𝙩 𝙖𝙡𝙨𝙤 𝙥𝙧𝙚𝙫𝙚𝙣𝙩𝙨 𝙮𝙤𝙪 𝙛𝙧𝙤𝙢 𝙝𝙖𝙫𝙞𝙣𝙜 𝙩𝙤 𝙨𝙥𝙚𝙣𝙙 𝙝𝙤𝙪𝙧𝙨 𝙧𝙚𝙫𝙞𝙚𝙬𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙖𝙘𝙘𝙤𝙪𝙣𝙩𝙨, 𝙩𝙧𝙮𝙞𝙣𝙜 𝙩𝙤 𝙧𝙚𝙢𝙚𝙢𝙗𝙚𝙧 𝙬𝙝𝙞𝙘𝙝 𝙚𝙭𝙥𝙚𝙣𝙨𝙚𝙨 𝙬𝙚𝙧𝙚 𝙥𝙚𝙧𝙨𝙤𝙣𝙖𝙡 𝙖𝙣𝙙 𝙬𝙝𝙞𝙘𝙝 𝙬𝙚𝙧𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨-𝙧𝙚𝙡𝙖𝙩𝙚𝙙. Maintaining clear financial boundaries ensures better financial health for both your personal and business finances, making tax time much less stressful.
If you are ready to call in a professional, schedule a free consultation: Cynthia Terry ProAdvisor
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