The Designer's CFO

Noticing your expenses creeping up? Here's what to do next.

- Review your profit and loss report

- Make sure all expenses are being categorized correctly

- Identify which expense categories have increased

- Compare expenses to previous months

- Look for software, subscriptions or services you're no longer using

- Review vendor pricing and contracts if needed

- Adjust your prices if your costs have fundamentally increased

The sooner you identify what's driving the increase, the easier it is to take action.

Need help tracking expenses, reviewing your financial reports, or keeping your bookkeeping up to date?

Book a call using the link in our profile or comment "books" below to learn more about our services.

Here are a few QuickBooks Online features that can save you time:

- Set up rules to automatically categorize repetitive expenses. If a vendor contains "Zoom," you can create a rule that tells QBO to categorize it under Software and assign the payee automatically.

- Sort your bank feed by Payee, Description, or Bank Detail to quickly group and review similar transactions.

- Use the QuickBooks mobile app to snap and upload receipts on the go.

- Favorite reports you review regularly, such as Accounts Receivable, Profit & Loss, and Cash Flow reports.

- Schedule management reports to be sent automatically so you always have the latest financial insights.

Here's one of our favorites:

- Delegate your bookkeeping instead of trying to do everything yourself.

You don't need to learn every QuickBooks trick, watch countless tutorials, or spend hours trying to figure it all out.

QuickBooks is just a tool. Understanding accounting principles and maintaining accurate financial records is what matters most.

Focus on running your business and leave the bookkeeping to the professionals.

Book a call using the link in our profile or comment "books" below to learn more about our services.

Paying yourself regularly can help you:

- Helps you stay compliant with tax requirements (depending on your business structure)

- Create a more predictable income

- Plan for tax payments

- Create clear boundaries between personal and business finances

- Prevent burnout from constantly sacrificing your own financial needs

The key is knowing your numbers so you can build a profitable, sustainable business that supports both your goals and your income.

Behind on tracking your finances?

Getting caught up now can help you make better decisions, reduce stress, and stay on top of your numbers.

Book a call using the link in our profile or comment "books" below to learn more about our services.

What You Get With Our Service Packages

- Accurate, reliable and up-to-date bookkeeping

- Monthly financial reports

- Ongoing support when you need it

- Better visibility into your numbers

- More time to focus on growing your business

- Less stress during tax season

Whether you need monthly bookkeeping, a cleanup project, payroll support, or accounting services, we're here to help.

Ready to take bookkeeping and business finances off your to-do list?

Book a call using the link in our profile or comment “books” below to learn more about our services.

www.thedesignerscfo.com/book-your-cfo-call

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