Reverie Bookkeeping

Reverie Bookkeeping Need reliable bookkeeping at a price you can afford? Book a free discovery call: https://calendly.com/katie-reveriebookkeeping/discovery_call

Four years. 🤍This September marks 4 years in business, and we couldn’t be more grateful for every client who has trusted...
09/02/2026

Four years. 🤍

This September marks 4 years in business, and we couldn’t be more grateful for every client who has trusted us with their books along the way.

Four years of spreadsheets, reconciliations, receipts, reports, tax-season prep, and more numbers than we care to count. 😂

But more importantly—four years of getting to support hardworking business owners and be a small part of their success.

Thank you for being here, for trusting us, and for helping us grow. Here’s to year FIVE! 🥂📊

08/31/2026

Here are some simple ways to better protect your business:

- Reconcile your bank and credit card accounts every month.
- Review your bank statements and financial reports for unfamiliar transactions or unusual changes.
- Never give one person complete control over your finances. Separate duties whenever possible.
- Review vendor and employee payment details before sending money.
- Watch for duplicate payments or duplicate invoices.
- Change your passwords regularly and enable two factor authentication on financial accounts.

✨Save this post for later and follow for more practical bookkeeping, business, and money tips.

QuickBooks has been rolling out AI updates, and you may notice a few changes. Here are a few things to know:- Transactio...
08/31/2026

QuickBooks has been rolling out AI updates, and you may notice a few changes. Here are a few things to know:

- Transactions don't post automatically. You decide what gets added to your books.

- Match means the transaction already exists in QuickBooks. You're simply matching it to the bank transaction.

- Categorize means the transaction is new, and you're telling QuickBooks where it belongs.

- AI suggestions can save time, but always review them before accepting.

Think of bank feeds like a helpful assistant. They can save you a lot of time, but you're still the one making the final decisions.

Always review transactions before accepting them into your books.

Ready to spend less time on bookkeeping and more time growing your business?

✨Book a call using the link in our profile, or comment "books" below to learn more about how we can help.

We keep your books organized so you always know where your business stands.2. We help you monitor cash flow so you can p...
08/28/2026

We keep your books organized so you always know where your business stands.

2. We help you monitor cash flow so you can plan ahead and avoid surprises.

3. We prepare accurate financial reports so you can make informed business decisions with confidence.

4. We keep you tax ready by maintaining accurate, up to date financial records throughout the year.

5. We prepare lender ready financials when you're applying for a business loan or financing.

6. We save you time and reduce stress so you can focus on growing your business instead of managing your books.

Ready to spend less time on your business finances and more time running your business?

✨Book a call using the link in our profile, or comment "books" below to learn more about our services.

08/26/2026

Before you expand, ask yourself:

- Can I afford the additional monthly expenses?

- Do I have enough cash flow to support growth?

- Is customer demand consistent?

- Have I reviewed my pricing and profit margins?

- Have I created a budget for the expansion?

- Do I have enough cash reserves?

- Do I have accurate financial reports to make this decision?

Expanding at the right time can fuel growth.

Expanding too soon can put unnecessary pressure on your business.

Save this post for when you're planning your next stage of growth, and follow for more practical CFO, bookkeeping, and business finance tips.

One-stop-shop for all things bookkeeping, money saving, and taxes🫡We want to help business owners take control of their ...
08/24/2026

One-stop-shop for all things bookkeeping, money saving, and taxes🫡

We want to help business owners take control of their finances and have confidence in their money management.

Tag a fellow business owner who should be following us too!

We love helping our clients stay organized, improve cash flow, understand their numbers, and feel confident making finan...
08/21/2026

We love helping our clients stay organized, improve cash flow, understand their numbers, and feel confident making financial decisions!

Ready to spend less time worrying about your books and more time growing your business?

✨Book a call using the link in our profile or comment "books" below to learn more about our services.

08/19/2026

You just need support!

If you've been feeling overwhelmed by your business finances, it doesn't mean you're bad with money.

It may simply mean you haven't had the right financial support.

We help business owners:

- Understand their numbers
- Improve cash flow
- Keep their bookkeeping up to date
- Stay tax ready year round
- Make confident financial decisions

Ready for the support your business deserves?

Book a call using the link in our profile or comment "books" below to learn more about our services.

A business loan is not income. It's a liability that you'll repay over time.Here's how to record it correctly:1. Create ...
08/17/2026

A business loan is not income. It's a liability that you'll repay over time.

Here's how to record it correctly:

1. Create a loan liability account.

Set up a Long Term Liability or Other Current Liability account (depending on the loan terms).

2. Record the loan deposit.

When the loan funds are deposited into your bank account, categorize the deposit to the loan liability account, not income.

3. Record your loan payments correctly.

Each payment includes:

- Principal, which reduces the loan balance
- Interest, which is recorded as an interest expense

4. Reconcile your loan account regularly.

Compare your QuickBooks loan balance to your lender's statements to ensure they match.

5. Keep all loan documents.
Save your loan agreement, payment schedule, and monthly statements for your records.

Recording business loans correctly helps keep your Balance Sheet accurate, your financial reports reliable, and your books tax ready.

Need help cleaning up your books or reviewing your QuickBooks?

✨Book a call using the link in our profile, or comment "books" below to learn more about our bookkeeping services.

Happy National Financial Awareness Day!What's one investment you've made that's had the biggest impact on your business?...
08/14/2026

Happy National Financial Awareness Day!

What's one investment you've made that's had the biggest impact on your business?

Share it in the comments below!

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Summerville, SC

Telephone

+18439407128

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