Bookkeeping for Good

"What is a Cash Flow Model? ... While it sounds complicated, it’s ultimately a spreadsheet that shows you your business from a forward-looking perspective. Here’s what you’ll see in a cash flow model."

The Most Common Financial Mistakes Creative Businesses Make: Cash flow model? Never heard of her. Explore the importance of cash flow for creative businesses and learn how projections can help manage finances effectively.

"Firms can use the collective information and features within QuickBooks Workforce to help clients understand the financial impact of new hires, overtime, benefit changes, or staffing adjustments."

Are You Using QuickBooks Workforce? QuickBooks Workforce is Intuit’s Human Capital Management platform for all QuickBooks Online SKUs as well as Intuit Enterprise Suite.

"Twenty states and at least one city have enacted legislation to create government-run retirement programs that workers in the private sector can join. These are typically payroll withholding savings plans using individual retirement accounts (IRAs)."

State-Mandated Retirement Plans: The Updated Landscape Many states have enacted legislation to create government-run retirement programs that workers in the private sector can join. Here are frequently asked questions about these programs.

"When reconciling at the end of each month, do you end up with funds in the Undeposited Funds account? Watch my QuickTip and I'll show you how to see if you have a problem and if so, how to fix it."

QuickTip May 2026: Clearing Out Undeposited Funds Upcoming 3 Day Webinar Series: Fundamentals of QBOOnly $269 with ...

"Starting April 2026, Meta has required high-spending ad accounts to switch to monthly invoicing or direct debit, removing the credit card option entirely for those accounts...This guide covers what changed, who’s affected, how to tell if your account is at risk, and how to keep earning card rewards — cashback or points — on your ad spend even after Meta removed the direct option."

How to pay for Meta ads with a credit card - Melio Payments Learn how to pay for Meta ads with a credit card, what changed with Meta’s 2026 billing update, and how platforms like Melio help advertisers stay on track.

"Slack notifications are a powerful way to keep your team in the loop, but when they're unformatted blocks of text, they can quickly get lost in the shuffle."

How to format a Slack message in Zapier If you're using to Zapier to integrate Slack with your other apps, you may need a little help getting the formatting right. Here's what to do.

"Here are some tough little business rules that have come to mind as I’ve been navigating this uncertain economic moment in my own business and with my clients."

6 Tough Business Rules for Surviving Uncertain Economic Times — Paco de Leon Reflections, lessons and practical business wisdom for navigating economic uncertainty. Learn how to build efficient foundations, prioritize marketing, and embrace the cycles of survival and growth.

"AI-powered automation can reclaim hours from low-margin compliance and admin work, freeing capacity for higher-value advisory, better client experience, or simply a saner schedule."

Implement AI Automation Without Breaking Your Firm Practical guide to implement AI automation in accounting firms without breaking workflows.

"If you have employees in any of the jurisdictions covered above, understand your rights and obligations under the law and train supervisors on how to respond to leave requests. The PFL trend is expected to continue, so employers in other jurisdictions should watch for developments as well."

Paid Family Leave Requirements: The Updated Landscape Here are eight updated facts about paid family and medical leave programs to help you know if and how your business is impacted.

"If you’ve ever wondered why a deposit doesn’t show up where you expect in QuickBooks Online, you’re not alone. Most of the confusion comes down to how deposits are entered—and that’s easier to understand than it sounds."

QuickTip April 2026: Reviewing Your Deposits in QBO Upcoming 3 Day Webinar Series: Fundamentals of QBOOnly $269 with ...