Simplified Accounting Management, Inc.

I was recently asked to speak at in San Diego about the ever changing and ever evolving topic of "advisory vs. compliance" work in the space.

A very common "misnomer" is that AI can/will do the compliance part without the need for a human. While it's great that we have tools in our lives to HELP us, it is clear that the thing that it can't replace is relationship. Customers need and want the relationship. They are busy running a business, having families and being a human being themselves, they WANT a person (business) who can help them use their numbers to make better business decisions to do so.

I'm sure as AI and AI tools advance we will get more and more efficient, but, we cannot replace or shortcut human connection so it is vital that those skills and mindset are forefront in a firms values.

I'm looking forward to the future of accounting and being involved in the ground floor stages of helping firms become human centric again!

We're so excited to be heading back to Dallas next week for the Build Expo!

If you'll be there, drop by one of our classes to say hello! ⬇️

📆 April 22 - QuickBooks for Contractors: Beginner
9:30am and 2:30pm
Room 16

📆 April 23 - QuickBooks for Contractors: Advanced
9:30am
Room 9

See you soon!

JLC Live is only ONE week away!

I’m excited to be back for my third year speaking and connecting with so many incredible contractors and builders.

If you’re attending, come join me for:

📆 March 26
Contractor QuickBooks Blunders: Top 10 Fixes for Profit & Control

📆March 27
From Chaos to Cash Flow: QuickBooks Project Mastery for Contractors

We’ll be diving into how to actually use QuickBooks in your business—not just track numbers, but understand them.

Still need a ticket? DM me for a discount code.

If you're a business owner in the market for new bookkeeping software, I'm firmly on team QuickBooks Online.

Here’s why:

→ It’s built for business owners. QuickBooks Online makes it easy to track income, expenses, invoices, and profitability without needing an accounting degree.

→ It connects to your bank and automates a lot of the busywork. Bank feeds, receipt capture, and automation tools help keep your books updated in real time.

→ It produces clear financial reports that actually help you run your business. When your books are set up correctly, QuickBooks can show you where your money is going and which jobs, services, or projects are most profitable.

I love it when my clients want to use QuickBooks Online because it's one of the best platforms for clean, organized books and meaningful financial reporting. 📊

HONESTY HOUR: How often are you actually doing your bookkeeping? 👀

In my opinion, you need to be doing your bookkeeping on a monthly basis (and that's the bare minimum).

The more often you're in your books, the easier it is to remember any details on a transaction or catch issues early. 💰

But...it's all going to come down to your transaction volume, whether you have payroll, sales tax, or inventory to track, and how up-to-date you need your financial reporting!

Doing your bookkeeping weekly, or even daily, could make the most sense.

Your CPA is always going to need (at a minimum) this report from your business to file your return: your Profit & Loss. 📊

This report shows exactly how much you earned and what you spent for the tax year.

They'll also usually need your Balance Sheet to tie out loan balances, retained earnings, and make sure everything is included on your return.

Hi I'm Sam.

10 years as an accounting firm owner
9 years Certified Quickbooks ProAdvisor
6 years as a National QBO educator/speaker
5 years as a training/consulting firm owner
Top 100 US ProAdvisor 3 years running
Top Niche Practice of 2025
Top 50 women in accounting nominee
Intuit Accountant/Partner Council alumna
Unbalanced Podcast co-host
Outdoor enthusiast
Furbaby mama to Rip
Auntie Sami to 5 neices and nephews
Vodka girlie

Passionate about helping business owners get the most they can out of Quickbooks Online, and actually be able understand the story their numbers are telling them to run their businesses more effectively and efficiently.

Specializing in project management and job costing.

If you're new here, its great to meet you! If you're not, THANK YOU for supporting our business! We appreciate you all 🌟

STOP SCROLLING and check your bookkeeping for these problems right now ↓

1️⃣ Forgetting to record your payment/merchant fees.

2️⃣ Recording sales tax as income.

3️⃣ Booking your whole loan payment to interest expense (instead of splitting out the portion paying down your principal).

4️⃣ Recording estimated tax payments as an expense.

5️⃣ Going more than two months without reconciling your bank + credit card accounts.

If you don't feel totally confident checking your books for these things, it's time to work with a pro! ⬇️
www.samincservices.com