Workflow Services

Workflow Services Administrative help focusing on Full-Service Bookkeeping and Virtual Assistant needs

These are important questions to ask, even for bookkeeping. You can't figure out your budget, or KPI without knowing you...
03/05/2024

These are important questions to ask, even for bookkeeping. You can't figure out your budget, or KPI without knowing your purpose

You want to recognize cash for many reasons, outside of paying appropriate taxes. Some reasons include if you were to se...
03/01/2024

You want to recognize cash for many reasons, outside of paying appropriate taxes. Some reasons include if you were to sell the business all revenues accounted for help show profitability, need a loan - show revenues, understand if you are solvent - show revenues, keep from theft - know how much you should be making/earning, and more!



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Stay informed about changes in accounting rules and regulations. Continuous learning ensures that you stay compliant and...
02/28/2024

Stay informed about changes in accounting rules and regulations. Continuous learning ensures that you stay compliant and adopt best practices.

Understand Tax Requirements: Be aware of tax obligations and deadlines. Keep track of deductible expenses to minimize ta...
02/26/2024

Understand Tax Requirements: Be aware of tax obligations and deadlines. Keep track of deductible expenses to minimize tax liability. Consider consulting with a tax professional for advice.

Did you put this on your calendar, Where are you this year compared to last year, compared to budget - by seeing these, ...
02/22/2024

Did you put this on your calendar, Where are you this year compared to last year, compared to budget - by seeing these, you will be sharpening the blade of business management.



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If it doesn't get time on your calendar, is it important or is it something you'll forget - when do you pay your taxes, ...
02/20/2024

If it doesn't get time on your calendar, is it important or is it something you'll forget - when do you pay your taxes, when should you communicate with your bookkeeper, when do you review your financial data.

JUST as important, when is dinner with the family, date night, calling your friends that you haven't spoken to in a while.



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Budgets are sexy (can we say that now that Valentine's day is past). It's not too late to create a budget for the year -...
02/16/2024

Budgets are sexy (can we say that now that Valentine's day is past).

It's not too late to create a budget for the year - this will guide you in the direction you want to go. Yes, at times it's acceptable to stray from the budget if you can hold yourself accountable.



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We know not everyone is diligent in setting and sticking to a budget (us too), The objective is to track expenses, and i...
02/14/2024

We know not everyone is diligent in setting and sticking to a budget (us too), The objective is to track expenses, and identify the small things to not do again



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Key Performance Indicators are areas that are measurable to verify the strength of your goals. Visuals help - measure ho...
02/12/2024

Key Performance Indicators are areas that are measurable to verify the strength of your goals. Visuals help - measure how many customer at what service level, average spend, etc... start small on the big picture things and grow your KPI to smaller more targeted goals as you grow.

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This can be a simple answer or a sticky answer - best to have the conversation with your accountant on which direction t...
02/08/2024

This can be a simple answer or a sticky answer - best to have the conversation with your accountant on which direction to go. Many, not all, small businesses are on a cash accounting basis.

There is very little worse than a "Miscellaneous" account - be accountable, track your expenses in the appropriate categ...
02/06/2024

There is very little worse than a "Miscellaneous" account - be accountable, track your expenses in the appropriate categories.

Uhoh - are you a small business that is doing everything from one bank account - let's get all these details separated!
02/02/2024

Uhoh - are you a small business that is doing everything from one bank account - let's get all these details separated!

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Lincoln University, PA
19352

Telephone

+17243662998

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