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Salt Lake City Bookkeeping Blog

The Best Tips For a Small Business Owner Managing Their Own Bookkeeping

Posted by Matt Roberge on Dec 11, 2019 7:00:00 AM

Have you ever wondered how a small business bookkeeper handles the bookkeeping for their own business?

Or maybe you're currently managing your own. Good on you!

I'm in control of our business bookkeeping. While I may not handle every aspect of it like creating invoices and posting payments I have the correct checks and balances in place to ensure the accounting is correct.

For those of you looking for that suggestion that saves your life, I'd consider outsourced bookkeeping services and saving yourself the headache.

Anyways, here are the key things I do with our own small business bookkeeping.


  1. Owner In Control
  2. Updated Often
  3. Always Accurate
  4. Set Goals
  5. Key Metrics and Reporting
  6. The Importance of Checking a Client's History
  7. Collection Success When You're a Small Business Owner
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Topics: Financial Forecasting, Financial Reporting, Business Budgeting, Small Business Bookkeeping, Reconciling QuickBooks, Bookkeeping Theft

[Infographic] 5 Things to Ask your Restaurant Bookkeeper

Posted by Austin Walker on Oct 7, 2015 7:30:00 AM

Restaurant management is a different kind of beast.  So, naturally, finding a bookkeeper that knows how to keep track of cash and inventory, it's a completely different ball game. Without having at least a little bit of experience in restaurant management, it would be difficult for a bookkeeper to understand what's going on.  To ensure that you're hiring or have hired the right person, we've compiled an infographic of questions to ask your restaurant bookkeeper.  

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Topics: Reconciling QuickBooks, Small Business

9 Action Items For Your Small Business Bookkeeping That Promote Growth

Posted by Matt Roberge on Jul 28, 2015 7:30:00 AM

If your small business bookkeeping is not providing you with valuable information, you are missing out on a key business tool. Bookkeeping should not be a drag or a chore; it should be a business tool that promotes growth. Here are 9 things you can do for your small business bookkeeping that promote growth.

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Topics: Financial Forecasting, Financial Reporting, Reconciling QuickBooks, Grow Your Business, Scaling A Business, Bookkeeping System

The Dog Days Of Summer Bookkeeping Tune Up

Posted by Matt Roberge on Jul 2, 2015 7:30:00 AM

Sitting in Montana looking at weekend temps in the triple digits I felt it was appropriate to write this post. Thankfully over the next two weeks I will be surrounded by cold water; first at the in-laws lake cabin and then on a five day river trip on the legendary Smith river. Early July is a time to kick back for the holidays and stay cool. However, the dog days of summer is also a great time for a bookkeeping tune up (I know fun huh?). The year is half over and it's a good time to see where you are at financially, make key decisions and business pivots, and finish the year strong. Here is what I recommend for a mid-summer bookkeeping tune up. 

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Topics: Financial Forecasting, Financial Reporting, Small Business Bookkeeping, Reconciling QuickBooks

7 Effective Bookkeeping Habits You Can Implement Right Now

Posted by Matt Roberge on Jun 5, 2015 7:30:00 AM

I was thinking about how dialed in my bookkeeping system is; both for our business and our personal books because I keep both. Bookkeeping comes very easy to me obviously and is also near the top of my priority list. Most people that blog are going to write about their particular service because it's what they know and believe to be most important. Salesmen are going to tell you that sales are the most important thing. Marketing services will tell you it's all about marketing to your prospects. Executive coaches will tell you it's all about planning and execution. So who is right? Well everyone is correct because each facet of business is incredibly important. In order to succeed you need to be good at all of them and you need to find the right balance between them. Here are 7 effective bookkeeping habits that you can implement right now.

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Topics: Financial Forecasting, Financial Reporting, Reconciling QuickBooks, Small Business Growth, QuickBooks Bookkeeping, Bookkeeping System

What Do You Want From Your Small Business Bookkeeping?

Posted by Matt Roberge on Mar 5, 2014 7:00:00 AM

One common complaint I hear from small business owners is that they don't get what they want from their bookkeeping system.  There is a laundry list of reasons that small business owners claim their bookkeeping isn't valuable to them.  Common reasons include: they think their bookkeeper sucks, they don't know how to get what they want, and or they don't see the value in bookkeeping.  Some business owners know what they want from their bookkeeping, they just don't know how to get it.  Here is a three step guide on how to obtain value from your small business bookkeeping.

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Topics: Bookkeeping Services, Bookkeeping Tips, Bookkeeping Processes, Financial Reporting, Small Business Bookkeeping, Reconciling QuickBooks