Greenleaf Accounting Services

Greenleaf Accounting Services Virtual Bookkeeping Services for consultants, coaches, law firms and other professional service providers.

Virtual Bookkeeper providing virtual bookkeeping services to consultants, coaches, & other small businesses. I help small business owners by taking care of the books so they can take care of business! I spend my day in QuickBooks Online and love sharing my passion for the numbers, helping business owners understand those cryptic financial reports and how they can help them make better business decisions.

Sharing a guest post I did for ZipBooks!
06/06/2019
The Dos and Don'ts of sending client documents | ZipBooks

Sharing a guest post I did for ZipBooks!

How many times has your client emailed you a password for their bank account? Or sent you a Form W-9 with their Social Security Number in an unencrypted email? With data breaches and identity theft becoming more common and more widespread, it’s crucial to examine your own communication channels an...

Happy Tax Day! Did you know there are all manner of freebies and specials to help you make it through?
04/15/2019
2019 Tax Day Specials, Freebies & Deals

Happy Tax Day! Did you know there are all manner of freebies and specials to help you make it through?

Looking for some relief on Tax Day? Check out our Tax Day specials, freebies and deals.

Diving in to the latest Michael Hyatt book, #FreeToFocusBook and already rereading several chapters. Some weeks I feel I...
03/05/2019

Diving in to the latest Michael Hyatt book, #FreeToFocusBook and already rereading several chapters. Some weeks I feel I’m really rocking my biz. Some days I feel like I actually have a grip around the house and with the kids. But I’m hoping this book helps pull it all into #Focus. As Michael says, “focusing on everything means focusing on nothing.”

Looking forward to another great Michael Hyatt webinar today!
09/24/2018

Looking forward to another great Michael Hyatt webinar today!

Today’s webinar starts in just a few minutes! I will be sharing The Busy Person’s Guide to Achieving More Without Feeling Overwhelmed. We’ll unpack 5 proven methods to get ahead while protecting your free time.

But first, a question: What would it make possible if you were to triple your productivity? What would you be able to accomplish both at work and in your personal life? Tell me in the comments below.

P.S. If you already registered, just click the link from your confirmation email to join. This webinar will fill up fast, but you can still register at freetofocus.com/achieve.

Here we grow again!We are looking for another rockstar bookkeeper to add to our team. If you or someone you know may be ...
08/24/2018
Virtual Bookkeeper Job Posting

Here we grow again!

We are looking for another rockstar bookkeeper to add to our team. If you or someone you know may be interested, the detailed posting is here! https://docs.google.com/document/d/1lsjlIPMlm8njwm0WvIFtAZgrFcGYvYQQYamOf0VvgeY/edit?usp=sharing

VIRTUAL BOOKKEEPER Virtual Part-Time Position POSITION OVERVIEW The Virtual Bookkeeper’s main function will be to provide management of several clients’ bookkeeping records on QuickBooks Online (QBO), with a focus on clients that have complex invoicing requirements. The goal for this position...

January is the month of catch-up and clean-up if you've neglected your bookkeeping throughout the year. Here are some so...
01/26/2018
New Year, New Bookkeeping Goals

January is the month of catch-up and clean-up if you've neglected your bookkeeping throughout the year. Here are some solid goals for starting off 2018 with a plan to stay on top of your bookkeeping all year long! Bring it on, 2018!

http://www.greenleafaccounting.com/new-year-new-finances-2

Too many small business owners avoid basic bookkeeping tasks during the year. And I understand – you are focused on running your business and you think you’ll get around to it after the…

01/25/2018

January is the month of catch-up and clean-up if you've neglected your bookkeeping throughout the year. Here are some solid goals for starting off the new year with a plan to stay on top of your bookkeeping all year long!

http://www.greenleafaccounting.com/new-year-new-finances-2

Fourth Quarter Estimated Tax Payments Due Today!Today, January 16, 2018, is the deadline for the fourth estimated tax pa...
01/16/2018
Direct Pay | Internal Revenue Service

Fourth Quarter Estimated Tax Payments Due Today!

Today, January 16, 2018, is the deadline for the fourth estimated tax payment of 2017. If you haven't already done so, send in that final payment coupon today! Want to pay online? The IRS will take your money via IRS Direct Pay: https://www.irs.gov/payments/direct-pay

IRS Direct Pay is a secure service to pay your taxes for Form 1040 series, estimated taxes or other associated forms directly from your checking or savings account at no cost to you.

Your mileage deduction just went up!Now that we have turned the page to 2018, it’s time to start a new mileage log … wit...
01/10/2018
New 2018 Mileage Rates for Your Small Biz

Your mileage deduction just went up!

Now that we have turned the page to 2018, it’s time to start a new mileage log … with a new business mileage rate from the IRS. Check out my latest blog post on mileage rates for all the details:

http://www.greenleafaccounting.com/new-2018-mileage-rates

Now that we have turned the page to 2018, it’s time to start a new mileage log … with a new business mileage rate from the IRS. Before you make your first trip, be sure to record your b…

Don't Forget! Your quarterly tax for the fourth quarter of 2017 is due Tuesday, January 16, 2018!
01/07/2018

Don't Forget! Your quarterly tax for the fourth quarter of 2017 is due Tuesday, January 16, 2018!

11/10/2017

Teaching a day-log QuickBooks 101 class at Manufacturer's Association today. So much easier on a wintry 40-degree day than in the middle of summer!

05/24/2017

Well, I have to say I'm lovin' Loom! I just answered some client questions using Loom. Instead of trying to type up a "here is how you do it" answer, I just took a video of myself doing the task and narrating along ... easy, quick and free!

Watch out, my small biz friends! The IRS is cracking down!! No Starbucks on the company tab unless you have a "business ...
02/04/2017
Tax Court Cracks Down on Business Meal Expenses | CPA Practice Advisor

Watch out, my small biz friends! The IRS is cracking down!! No Starbucks on the company tab unless you have a "business use" involved!

The IRS is notoriously stingy when it comes to deducting business meal expenses. Usually, if you can’t meet the substantiation rules under the strict letter of the tax law, it will disallow the deduction. Of course, you can take your chances in Tax ...

January means a new year … and time to report your business income for last year! Filing taxes isn’t fun and nobody actu...
01/27/2017
How to Prepare for Your Tax Appointment

January means a new year … and time to report your business income for last year! Filing taxes isn’t fun and nobody actually looks forward to it. This annual ritual doesn’t have to be a painful experience, though. Being prepared saves a ton of time and will help the process move along more smoothly.

http://www.greenleafaccounting.com/how-to-prepare-for-your-tax-appointment

January means a new year … and time to report your business income for last year! Filing taxes isn’t fun and nobody actually looks forward to it. This annual ritual doesn’t have to be a painful exp…

Whether you’ve got a full-time business or just a side hustle, you face the same deadline for getting 1099 forms out to ...
01/12/2017
Resources for e-Filing 1099 Forms

Whether you’ve got a full-time business or just a side hustle, you face the same deadline for getting 1099 forms out to your independent contractors. By January 31st, you will need to have provided your independent contractors with a copy of their 1099-MISC form and provided a copy of those same forms to the IRS.

http://www.greenleafaccounting.com/resources-for-e-filing-1099-forms

#tax #taxes #accounting #bookkeeping

It’s 1099 time! Are you ready? Whether you’ve got a full-time business or just a side hustle, you face the same deadline for getting 1099 forms out to your independent contractors. By Januar…

Have you set goals for the New Year to help your business hit that next level of success? If you’re ready for your busin...
01/08/2017
New Year. New Finances! Tips for Better Bookkeeping in the New Year

Have you set goals for the New Year to help your business hit that next level of success? If you’re ready for your business to be more profitable, think about adding the following goals to your list of New Year’s resolutions.

http://www.greenleafaccounting.com/new-year-new-finances

Have you set goals for the New Year to help your business hit that next level of success? If you’re ready for your business to be more profitable, think about adding the following goals to your lis…

You may know about the need to issue 1099 forms in January. Heck, you may have purchased those blank forms already! But ...
12/22/2016
Should Expenses Be Included on the 1099?

You may know about the need to issue 1099 forms in January. Heck, you may have purchased those blank forms already! But do you know what to include in those figures that you’re reporting on a 1099-MISC form? One of the biggest myths out there is that you don’t need to include expenses in those totals. But should you? The answer is … it depends!

http://www.greenleafaccounting.com/should_expenses_be_included_1099

1099 Myth #1: Expenses Aren’t Included in 1099 Totals You may know about the need to issue 1099 forms in January. Heck, you may have purchased those blank forms already! But do you know what to inc…

Finishing up a big client project can feel like such a victory! You did the work, you’re proud of what you accomplished ...
12/15/2016
Four Strategies for When Clients Don’t Pay

Finishing up a big client project can feel like such a victory! You did the work, you’re proud of what you accomplished and you have a happy client to show for it. Then …. Nothing. We’re talking crickets. Don’t they know that you want to be paid for all of your hard work? What do you do when your client just doesn’t pay?

http://www.greenleafaccounting.com/four-strategies-for-when-clients-dont-pay

Finishing up a big client project can feel like such a victory! You did the work, you’re proud of what you accomplished and you have a happy client to show for it. Then …. Nothing. We’re talking cr…

Most small #business owners are aware of the 1099-MISC reporting rules for independent contractors. They may not like th...
11/30/2016
Understanding 1099-K versus 1099-MISC Forms

Most small #business owners are aware of the 1099-MISC reporting rules for independent contractors. They may not like them, but the know about them. What they may not know about is the #1099-K and how it affects the completion of the #1099-MISC form.

http://www.greenleafaccounting.com/understanding-1099-k-versus-1099-misc-forms

Most small business owners are aware of the 1099-MISC reporting rules for independent contractors. They may not like them, but the know about them. What they may not know about is the 1099-K and ho…

The end of the year is coming and you know what that means … tax time! This year, just to make things interesting, there...
11/23/2016
New Tax Deadlines in 2017!

The end of the year is coming and you know what that means … tax time! This year, just to make things interesting, there are several new tax deadlines that you may have to deal with. Put them on your calendar now so you don’t forget next year!

http://www.greenleafaccounting.com/1320-2

The end of the year is coming and you know what that means … tax time! This year, just to make things interesting, there are several new tax deadlines that you may have to deal with. Put them on yo…

We have been hearing about the trend towards a paperless workplace for years now. However, many small businesses still s...
11/17/2016
Using QBO to Kill Clutter

We have been hearing about the trend towards a paperless workplace for years now. However, many small businesses still struggle with all the receipts in their wallet, statements in the mail and payment notices in their inbox. One tool you may not have thought of in your fight to gain control of your messy desk is QuickBooks Online!

http://www.greenleafaccounting.com/using-qbo-to-kill-clutter

We have been hearing about the trend towards a paperless workplace for years now. However, many small businesses still struggle with all the receipts in their wallet, statements in the mail and pay…

Sound bookkeeping is essential ... of course!
11/15/2016
Sound Bookkeeping Essential for Business’s Financial Well-being, Says Sage - The Lead

Sound bookkeeping is essential ... of course!

PRESS RELEASE• Sound bookkeeping is essential for a business’s financial well being, which is why cloud accounting solutions have an invaluable role to play in helping Nigerian entrepreneurs to grow their businesses. That’s the word from Nikki Summers, Director, Sage One in East and West Africa, whi...

Chrome + QBO = a match made in heaven!
11/12/2016
How Can Chrome Help Me Use QuickBooks Online? - Accountex Report

Chrome + QBO = a match made in heaven!

There are common complaints I hear from QuickBooks Desktop users as they transition to QuickBooks Online. They like their Open Windows list. They like their icon bar. They like their ability to open two QuickBooks companies at the same time using QuickBooks Accountant. Well I have good news for you,...

It’s time for you to establish a bookkeeping system in your small business! By establishing a simple routine of daily, w...
11/10/2016
The Value of a Bookkeeping Routine

It’s time for you to establish a bookkeeping system in your small business! By establishing a simple routine of daily, weekly, monthly and quarterly tasks, you will have the confidence to keep growing your business and be able to sleep at night, knowing that you haven’t forgotten to invoice a client or pay a bill.

http://www.greenleafaccounting.com/the-value-of-a-bookkeeping-routine

It’s time for you to establish a bookkeeping system in your small business! By establishing a simple routine of daily, weekly, monthly and quarterly tasks, you will have the confidence to keep grow…

What feels better than sending off that big, fat invoice to your client? Depositing the big, fat #payment that you recei...
11/03/2016
Secret Ninja Bookkeeper Tips for Getting Paid Faster

What feels better than sending off that big, fat invoice to your client? Depositing the big, fat #payment that you receive in return, that’s what! Sometimes, though, it seems like you’re waiting for that check for ages. Have you ever wondered if there’s anything you can do to get that #invoice paid more quickly? #bookkeeping #tip

http://www.greenleafaccounting.com/secret-ninja-bookkeeper-tips-for-getting-paid-faster

What feels better than sending off that big, fat invoice to your client? Depositing the big, fat payment that you receive in return, that’s what! Sometimes, though, it seems like you’re waiting for…

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