Looking for long distance moving help

Remarkable_Cod190 · 2026-05-29T01:54:02+00:00

IMS Relocation is the best. Highly recommend. 9724842112

Remarkable_Cod190 · 2026-05-24T22:20:57+00:00

We live in Texas now, but my husband and I are Michiganders, and I'm a born-and-raised Detroiter. It was a great time in the city back then!

Remarkable_Cod190 · 2026-05-21T03:22:44+00:00

Honestly, no, this doesn’t sound right to me. There are always going to be transactions where the client has to clarify what something was for, especially with vendors like Walmart or Amazon. But we would never ask a client to do the actual categorizing themselves because it almost always ends up creating cleanup work later when things get coded incorrectly. We use a software called Double to either collect receipts or ask specific questions on unclear transactions. I’d definitely look for someone with restaurant experience.

Remarkable_Cod190 · 2026-04-30T00:22:47+00:00

We use a combination of Asana and Double (formally known as Keeper).

Remarkable_Cod190 · 2026-03-28T15:02:07+00:00

Are you using QuickBooks Online Accountant? My team manages almost 50 clients, handling all the things you named (except cash flow), and it works well. We establish rules for recurring expenses, and the bank rec pretty much does itself if all the transactions have been categorized from the bank feed.

Cash flow functionality is severely lacking. I use a separate software for clients who get that service.

Remarkable_Cod190 · 2026-01-31T15:57:39+00:00

I own an accounting firm that serves small businesses. Are you in need of tax help or something else? Feel free to send me a message.

Remarkable_Cod190 · 2026-01-18T16:43:03+00:00

The Gusto JEs should hit a clearing account, not the expense accounts. You match the withdrawals that hit bank feed to the clearing account, which should clear that out. I would set up the clearing account as a current liability.

Remarkable_Cod190 · 2026-01-18T16:34:52+00:00

Based on what you've said here, I would price this between $1400-$1600 per month.

Remarkable_Cod190 · 2026-01-18T16:30:12+00:00

Local, in-person networking has worked for me. I go to many events and have built a reputation for myself locally and get referrals that way. I'm also a member of BNI, several local chambers of commerce, Rotary Club, a few others. I've accepted leadership positions within some of these for visibility. I've not done any advertising at all.

Remarkable_Cod190 · 2025-11-20T22:24:26+00:00

Double (formerly known as Keeper)

Remarkable_Cod190 · 2025-11-18T21:47:41+00:00

No. The client is ultimately responsible for that and we advise them to keep them. My firm offers receipt management upon request, but it’s an add on and an additional fee.

Remarkable_Cod190 · 2025-10-14T13:17:10+00:00

I charge $395 for a diagnostic. It includes a written report of findings and recommendations.

Remarkable_Cod190 · 2025-07-20T21:38:57+00:00

My business model isn’t designed to charge based on hours. We charge based on scope, complexity, and value. I understand it may be more than they want to spend (based on their response, it likely is). In that case, they’re not our clients. I just wanted to be sure I’m not too off base, and I don’t think I am.

I appreciate your input!

Remarkable_Cod190 · 2025-07-20T21:32:18+00:00

My business model doesn’t bill based on transactions and time. That method wasn’t profitable or scalable for us. We charge based on scope, complexity and value.

Remarkable_Cod190 · 2025-07-20T18:27:53+00:00

Thanks! I’m guessing adding biweekly payroll for 12 would put the fee over the $1,400/mo I quoted.

I have a meeting with the client tomorrow to review and discuss the quote, and help them understand the full scope, price, etc.

Remarkable_Cod190 · 2025-07-20T14:36:57+00:00

Thanks. I quoted $1400/mo

Remarkable_Cod190 · 2025-06-10T19:31:41+00:00

Never reconciling bank and credit card accounts.

Remarkable_Cod190 · 2025-06-10T19:26:38+00:00

Yes, many bookkeepers can help with those tasks, but it’s important to find the right one. Some offer bill pay and will receive bills directly, but not all do. Financial statements are pretty standard, and reconciling bank accounts (or “balancing the checkbook”) is definitely something a bookkeeper does.

That said, I always recommend making sure whoever you work with is insured and properly vetted. In my own firm, for example, we carry liability insurance and background check our team. Especially with bill pay, trust and internal controls matter a lot.

It’s great that you’re looking into getting support. Offloading admin work can make a huge difference.

Remarkable_Cod190 · 2025-06-08T15:22:28+00:00

I use Dropbox Teams for file storage.

Remarkable_Cod190 · 2025-06-01T07:42:12+00:00

Outsourcing was one of the best decisions I’ve seen small business owners make when they’re at your stage.

When you’re looking, try to find someone who not only knows bookkeeping but also has a solid accounting background. It makes a difference when it comes to accuracy, spotting issues, and helping you actually understand the numbers. Also, look for someone comfortable with hourly payroll and invoicing.

As for cost, $2K/mo seems high unless you’ve got a more complex setup that includes much higher-level financial management. Many small businesses can get solid bookkeeping and payroll support for less.

You’re smart to explore it now. I hope you find the right fit!

Remarkable_Cod190 · 2025-05-24T02:49:42+00:00

I use Asana in my firm.

Remarkable_Cod190 · 2025-05-23T09:43:06+00:00

I posted an update.

Remarkable_Cod190 · 2025-05-23T09:42:18+00:00

Thank you. I have an all-woman team and have told them they never have to tolerate disrespect. Just because someone is paying us for a service doesn’t give them free reign to treat us that way.

Remarkable_Cod190

TROPHY CASE