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Practical Process

We offer full framework consultation or you may need assistance with just one area. Please contact us for information on how we may assist you with managing your practical business processes.


We offer additional support to help you maintain the processes that you have developed.  Please visit our Support page for more information.

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Dos and Don'ts for Your I-9s

Leijun Campbell - Tuesday, July 31, 2018


As a small business owner, compliance represents a crucial part of your company's success. Part of this compliance deals not only with your company's financial procedures, but your hiring procedures. If you do not verify your employees properly, you could end up with some serious penalties, especially since the U.S. Immigration and Customs Enforcement (ICE) has started looking at employers as a possible "root cause of illegal immigration."


To help keep your business in check, below we outline a few dos and don'ts for handling your employees' I-9s:


Do require Section 1 to be filled out on first day of work: Every new hire should start their first day by signing Section 1 of their I-9. This act keeps any part of the procedure from getting delayed and/or forgotten altogether.


Do make sure employee documents are newest versions: The employee must provide certain documentations required by the I-9 and the ones they bring must be updated and also adhere to the current list of acceptable documents. And of course, the documents must look genuine and devoid of forgery.


Do hold onto the employee's I-9: You should keep these forms at least one year after their termination or three years after their hire date, whichever comes first.


Do make a few copies of I-9: You are only required to do so in certain states, but it is still a good practice. Also, be sure to have a few copies of the I-9 supporting acceptable documents.


Don't provide an I-9 before the job offer: If you do so, an unhired applicant could later use this fact to take legal action against for discrimination.


If you have any questions about the dos and don’ts of I-9s described above, feel free to contact us at!


Friday Five: Five Steps for Creating A Business Budget

Leijun Campbell - Friday, June 29, 2018

After years of working for others, you have decided it is time to scratch your own itch and start a company or open a storefront. You have the vision for your products, your target market and ideal customers and maybe even the location for your headquarters. However, before you can take that first crucial step towards executing your dream, remember that you need to know all the associate costs.


Below you will find five steps for creating your first business budget.


1. Determine the format as well as the frequency of the budget: You should use a consistent format such as an Excel spreadsheet or other type of accounting software. Based on the goals of your company, you should also determine whether you want to use a monthly, quarterly or yearly budget for your business. Starting out, however, you might want to stick with a monthly budget so you can analyze and compare your predicted expenditures to your actual expenses and incoming revenue.


2. Fixed expenses should be part of your initial budget: These expenses represent the foundational building blocks of your budget as they will more than likely not change over the first several months or quarters. Fixed expenses will include loan payments, commercial expenses and mortgage payments.


3. Include variable expenses next: After determining your nonnegotiable fixed expenses, you can add expenditures that have the potential to change from month to month such as consumable supply costs, utility bills and phone bills. For this initial budget, you can research average costs in your area for the last six months to a year.


4. Create an earnings forecast: Once you determine this, place the figure in the income section of your budget (though leave the actual income space blank until the end of your budget period).


5. Perform an analysis at the end of your budget period: The best way to make sure you are meeting or exceeding your budget is to perform a thorough analysis at the end of each month, quarter or year to make sure your expenditures and income line up with what your company actually spent and received during that period.


If you have any questions about these steps, feel free to email us at!

Knowing The Most Common Types of Bookkeeping Accounts

Leijun Campbell - Friday, May 25, 2018

As a small business owner or solopreneur, you want to produce the best products and services for customers. On the other side of the business equation, the idea of bookkeeping can either be just another part of the job or completely freeze you in your tracks.


If you fall into that latter camp or just need a refresher on some of the most common types of bookkeeping accounts for a small business, we're here to help:


1) Cash: Definitely the most familiar of bookkeeping accounts, all business transaction pass through the Cash account with most bookkeepers using two journals (Cash Receipts and Cash Disbursements) to track everything.


2) Accounts Receivable: This account represents money owed to companies from their customers for either products or services. It usually helps to track these accounts by sending out timely bills and invoices.


3) Accounts Payable: This account represents the other side of the equation in which the business is sending money out of the company for services and bills. Accounts Payable makes sure you do not pay any of these invoices/bills twice and/or late.


4) Inventory: If your business sells products or you use certain products for your services, you will need to use bookkeeping to careful keep track of all of your inventory.


5) Sales: Obviously, this is where you track all of your company's revenues, so updating and reconciling this account daily is crucial to your business success.


6) Payroll Expenses: If you have a staff, this account represents your company's biggest cost, and you need to keep all of this info up-to-date since you are dealing with taxes and other government requirements.


There are plenty of other accounts you can add to your bookkeeping, so if you have any questions, feel free to email us at!

Why Your Small Business Needs Detailed Bookkeeping (An Infographic)

Leijun Campbell - Monday, April 30, 2018

Three Types of Team Checklists in A Small Business

Leijun Campbell - Friday, March 30, 2018


"Micromanaging" has become a four-letter word in most corporate and business circles these days, and while you never want to reach that level in your company, you also want to make sure that objectives are met and tasks are completed in an efficient manner. As a small business owner, you can still provide trust and autonomy for your team members while allowing giving them a flexible guidebook in the form of monthly task lists.
Below we will discuss three different types of team checklists for a small business:
Basic: This task list is self-explanatory and focuses on the absolute essentials of the team member's responsibilities as outlined in their initial job description. Make sure you have everything listed that they need to accomplish each month, both big and small. With this first list, you create that foundational accountability within the team that you can build on with the next two levels of task lists.
Intermediate: When each team member finishes their "basic" tasks for the month, allow them time and opportunities to pursue either pet projects that could benefit their team and the overall company vision. Such projects can include looking for a new CRM or accounting programs. Through these experiences, the team members receive confidence and a sense of autonomy that can help feel even better about their day-to-day role in the business.
Advanced: The final level of checklists should deal with professional development opportunities that allow team members to build on their skills for both the short and long-term. Whether that scheduled time is spent reading a certain number of industry articles or books per month or attending a one-day conference every quarter, they will gain invaluable knowledge, and in turn, become a invaluable resource for your company.
If you have any further questions on this topic, feel free to email us at!

The Understated Value of Hiring A Bookkeeper

Leijun Campbell - Wednesday, February 28, 2018

Small business owners and solopreneurs continue to make up a growing percentage of the American workforce starting companies that create innovate products and services or maintaining the quality goods they have sold to their customers for the past several decades.


If you fall into this category of business owners, you know how hard you have to work to juggle variety of tasks that sometimes may completely be out of your wheelhouse. Finding a local or remote expert such as a bookkeeper, especially in such a frenetic like the middle of tax season (occurring right now if you haven't noticed), can truly help relieve difficult financial management situations. This extra addition to your team can add a third-party, objective perspective that provides incredible value in the end.


Bringing in a bookkeeper has several advantages:


1) Full focus on your business and day-to-day operations: Often when you are the sole owner or even a co-owner, you can get bogged down in every task imaginable such as administrative work, running out to the post office, cleaning the shop if you have a storefront and more. Plus you want to make sure your customers get the bulk of your attention. By the time you reach the end of the day where you begin looking at those financial documents, you want to throw your hands in the air. Learning to delegate your bookkeeping to a trained professional will alleviate this stress and the person you hire will actually save you money.
2) Bookkeepers focus on specific industries: Whether you are a real estate or insurance agency or own a restaurant or retail space, you can find a bookkeeper who specializes in that industry (even though most have a general understanding of most businesses). Since most bookkeepers juggle multiple clients and keep track of the latest trends and updated rules and regulations that you and they need to know to help your business succeed.
3) You have the flexibility to hire a bookkeeper on a contract or full-time basis: Before you begin your search for a bookkeeper, you obviously will look at your overall budget to see what you can afford. However, even you cannot hire someone full-time, do not let your trepidation prevent you from hiring a bookkeeper on a contract basis. These contractors bring in crucial knowledge and analysis for cash balances and expenditures every week or month, allowing you to build a relationship and trust that you may not have even expected. From there, you will gain a wealth of knowledge of your company's financial health that can help you start planning for even further down the road.


If you have questions about bookkeeping, contact us at!


How to Avoid The Tax Season Panic!

Leijun Campbell - Thursday, January 18, 2018



Along with New Year's resolutions comes the beginning of tax season! As you begin to gather the necessary documents for your employees, vendors, contractors and more, consider the fact that consulting with a professional accountant should also be on your to-do list. Even if you have a strong business background or have a finance or business degree, accounting and tax laws can be difficult to navigate from year to year.


Begin by asking yourself these questions:


1. Do you plan to start a new business?


You may need help finding and selecting the proper financial software for your business. Each industry's financial standards differ greatly from each other in some areas, and you want to make sure you do not misrepresent your financial information in any capacity. An outside accountant can also make sure you set up the software correctly and help you find the right support for future issues.


2. Are you a small business owner or solopreneur?


An outside accountant will be able to help you with your current financial programs as well as work with you through any updates in those programs. For future fiscal years, you can also use your outside accountant to help you track crucial financial data so you will not feel like scrambling each time tax season comes around.


If you have questions about using an outside service for your accounting needs, contact us at!


Productivity at the End of the Workday

Leijun Campbell - Wednesday, December 20, 2017

You reach your desk at 4:00 on a Wednesday afternoon and place your tablet and your third cup of coffee by your computer. You are undoubtedly exhausted from the string of meetings, conference calls and interactions that have occurred even before you took your first steps into the office. You open your internet browser and briefly agonize over the decision as to whether you should check your email or your social media notifications.
Instead of providing other people in your life to dictate what you do for the next hour or so of your work day, take the time to focus on your own set of tasks that will help make things easier tomorrow.


1. Create tomorrow or next week's to-do list: Depending on how much time you have or the amount of ambition you possess, go ahead and write/type out the tasks you know you have to complete and save yourself ten or twenty minutes in the morning. Your preferences can vary from notepads and sticky notes to digital applications such as Word or Evernote. Highlight and prioritize which tasks need to be completed first.
2. Knock out a simple task before you leave the office or workspace: Once again, the level of effort or ambition is completely up to you. Go ahead and make copies for that 9:30 a.m. presentation with the marketing team, take out the trash from the break room, or transfer files to your company's Google Drive. Leaving your desk with that one to two tasks accomplished gives you a boost of energy as you head out the door.
3. Read industry news: "Leaders are readers" has been a popular saying around the web and other avenues for the last few decades now, and for good reason. While reading a book every now and then is ideal, you can also subscribe to email newsletters from niche websites and industry leaders related to your small business or company. These newsletters even give you exclusive content like videos and other tips/trends not found on their original websites.
For more information on how you can be more productive during the end of your work day, email!


Auditing and Refining Your Financial Management Processes

Leijun Campbell - Tuesday, November 28, 2017


As we approach the end of 2017, small business owners are looking back on the previous year and preparing for the next. In both situations, auditing your financial practices should be a vital addition to your task list. Knowing the financial health of your company influences the key decisions that you and your team will make in the coming months. This practical process also helps identify financial management practices that seem ineffective or even obsolete.
Let's discuss a few ways to efficiently audit your small business practices.


- Designate and delegate: Knowing what your team members and company use for various processes and transactions helps keep everyone accountable. Designate items such as a company credit card, a company bank account, a specific financial record-keeping software (Quickbooks, Freshbooks) and a designated financial "point person" (don't hesitate to add this person to your staff if need be).


- Plan, budget and execute: Your business accrues a lot of unexpected expenses some years, but for the most part, your team can figure out the common items for which you need to designate funds as well as sections of the budget that can be eliminated or cut back. Seek out expert information on vendors and item costs before making any decisions that could waste money for more important endeavors.


- Provide financial management updates through weekly or monthly meetings: Obviously, your time as a small business owner should not be bogged down with all-day meetings, but a weekly or monthly financial management meeting is a crucial investment for your company. Choose the specific members for the meetings and optimize your time by keeping things short and having a designated agenda to review and push forward. Look at key metrics such as profit and loss statement reviews and balance report analysis.


- Set measurable goals and review progress: Objectives, goals, targets. Whatever your company's lexicon, what you plan for is something you need to be sure you can measure. Sales and marketing departments will most likely make up this responsibility, but be sure to keep everyone else in the company aware of what you want the company to accomplish and the progress that your team makes. For sales processes, pipelines and guidelines, be sure to have ample documentation that can be access at all times.


In need of some further tips or advice? Email


Modernizing Your Practical Processes

Leijun Campbell - Monday, October 02, 2017

Nostalgia for 80s and 90s culture is all over the internet, especially social media. However, one place this mindset doesn't belong is in your practical processes for your small business or startup.



Certain technologies and ways of communicating may see completely natural to your organization. You may favor Microsoft Word for document creation, PowerPoint for information decks and slides, Microsoft Excel for spreadsheets and analytics presentation, paper memos for important announcements, rolodexes for customer/client information, phone calls for internal office communication and email or flash drives (hopefully not floppy disks) for large file distribution. Below we'll help you bring these processes into the 2010s.


- Documents: Most workers these days have used Microsoft Word as a basis of their office applications, usually learning how to type and compose documents in the software. While this approach may seem logical for one-off information deliveries, you may consider using something like Google Docs as a way to easily distribute the documents and allow for input and changes whenever necessary, especially when the document needs to be checked by multiple people.


- Announcements: On a similar note, physical memos distributed for office announcements wastes paper and clutters desks and trashcans. Email is a more cost-effective alternative for alerting your staff of any upcoming events or policy changes. You can even use a tool like Boomerang to help schedule your emails if you have multiple announcements to make throughout the week or month.


- Client information: You may have a rolodex or even an email address book to keep up with prospects and leads, but oftentimes, that's far from enough to help organize all of your data. Using a customer relationship management (CRM) system allows you to create various accounts and categories for all of the people and clients you meet. You can even track the sales process from initial meeting to closed deal.


- File distribution: Though you can deliver files up to 25 MB in certain email providers, documents and other type of files larger than 25MB would have to be broken up into multiple emails or transferred via a flash drive or external hard drive. By paying a small monthly or annual fee depending on your needs, you can create a Dropbox account. You can decide who has access to your files or just send a link with the ability to download but not edit.


- Presentations, data and analytics: Though PowerPoint and Excel can be crucial business tools, the flexibility that online applications provide should not be ignored. Google's Slides and Sheets can make delivery of these presentations and analytics incredibly easy. As mentioned in many of the above sections, collaborative teams and offices benefit from the ability to review and edit in real-time. You can also access PowerPoint and Excel on the internet via Office365.


- Office communication: Although email seems like big step away from phone calls towards tech-savvy office management, you can go even further by using messaging systems such as Google Hangouts and Slack, which allow you to monitor who is available on your team to talk at any given time. You can also send files and images for immediate download.


For more tips like this, be sure to contact us at!

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We offer additional support to help you maintain the processes that you have developed. Please visit our Support page for more information.

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