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Join date: Mar 15, 2024

Posts (78)

Jan 13, 20266 min
PTO Tracking Made Simple: Vacation & Sick Pay Done Right
Tracking vacation and sick pay seems easy—until payroll week arrives and balances don’t match. A missed update, unclear policy, or messy spreadsheet can lead to incorrect paychecks, employee disputes, and a painful month-end close. The fix isn’t complicated: define what you’re tracking, apply one accrual method consistently, and reconcile balances on a routine schedule. This guide shows how to build a simple system for accurate PTO tracking  that supports payroll and clean bookkeeping....

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Jan 7, 20265 min
Preparing Financial Statements for Legal Proceedings: What Attorneys Expect
When a legal matter involves money—divorce, a partner dispute, a lawsuit—your financial statements need to be more than “close enough.” They need to be clean, consistent, and easy to verify . This article explains what “court-ready” usually means, which reports are commonly requested, and how to prep your books so your attorney or advisors can work faster (and with fewer follow-up questions). This is educational content, not legal advice—always follow counsel and court instructions. Contents...

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Dec 27, 20256 min
Automating Recurring Transactions: Save Hours Every Month
If you feel like you’re doing the same bookkeeping tasks every month—posting rent, logging software subscriptions, sending the same invoices, re-categorizing the same bank charges—you’re not alone. The good news is that a big chunk of that work can be streamlined through automating recurring transactions . When recurring entries are set up correctly, you save time, reduce data-entry mistakes, and keep your books more consistent month to month. That consistency matters: it supports cleaner...

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