You already know we are #notyourtypicalbookkeepers, but there’s something that we do for every new client that I want to dive a little deeper into. I like to call it Chart of Accounts (COA) optimization. This service is designed to help you streamline your financial...
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Not Your Typical Bookkeeper
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How does “Advisory” work?
So, now that we have added “Advisory” to our name, what does that actually mean? Clients in our Full and Premium packages (I’m working on new names for these) will be getting 1 on 1 deep dive strategy sessions with me either quarterly or monthly, respectively. So,...
Meet the new Details Matter Bookkeeping & Advisory
We are #notyourtypicalbookkeepers and we want everyone to know it. Our clients already know that we provide much more than just the basic data entry required when you think about "bookkeeping". We truly care about our clients - we get excited about their successes...
Work Smarter, Not Harder
Here at Details Matter we truly embrace the phrase "work smarter, not harder" We do this by employing an amazing tech stack to make our lives and yours so much easier. We are so excited to announce our newest partnership with Bill.com. Bill.com is an amazing tool...
Employee or Independent Contractor?
I hope you aren’t sick of me talking about 1099s yet, because we still have more to talk about! Let’s talk about the difference between a 1099 contractor and a W2 employee. Many small businesses hire additional help as contractors because they either don’t want to...
CashApp/Venmo 1099-K Rules Postponed
It’s 1099 season for us, so we’ve been closely monitoring any changes and making sure our clients are reporting to the best of their ability. In recent years, business owners have no longer needed to send 1099s to those individuals/small businesses that they paid via...
LastPass Security Breach
We’ve just been notified of further details of the recent security incident involving LastPass, a password management software. Details Matter Bookkeeping uses this software to securely keep all of our client logins. LastPass has a zero knowledge architecture, which...
2023 Deduction Changes
As the end of 2022 continues to fly by, I’m getting updates on some of the changes that will be happening in 2023. I will keep you updated as I come across new rules, but here are the ones I’ve heard about so far. We keep up with these rules and make sure that we...
3 Reasons to Separate Business & Personal Finances
Why is it important to keep business and personal finances separate? Many business owners struggle with this distinction. Using business money to pay for personal expenses or paying for business expenses on personal accounts can really hurt your business. Here are...
For the love of tax deductions…
For the love of tax-deductions, please keep your receipts! Write notes on them if you need to. The IRS will NOT accept bank or credit card statements as substantiation for expenses if you are audited. You have to show the business purpose of the expense. If you...
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