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FUN STUFF: Reconciling Transactions in QuickBooks...zzzz Wake up!
The first "Take Your Podcast to Work" day Special: In this episode, I take you inside my workday to break down the most common mistakes in QuickBooks—mistakes 97% of businesses are making! I’ll walk you through:
✅How to properly reconcile intercompany transactions to avoid major tax issues
✅Why QuickBooks exports can be misleading (and how to format them correctly in Excel)
✅How one simple fix saved my client $24,000 in missing deductions!
✅Why trusting your tax preparer blindly can cost you big time—one client was about to pay $200,000 in unnecessary taxes before I stepped in!
I also share my step-by-step method for pulling reports, formatting data, and quickly identifying errors—so you can stop drowning in QuickBooks confusion and start saving serious money.
👉Listen now to learn how to clean up your intercompany transactions like a pro!
Warning - This one gets techy, silly, and is in real time, screw ups and all! LOL enjoy!
Take Your Podcast to Work Day - Part 1, we are gonna get technical up in here! In this episode I'm finding hundreds of thousands of dollars in deductions and errors in a clients books!
In this episode of "What the Finance," host Katrina Keller, CPA, CFF, CFE, MST, discusses the importance of reconciling inter-company transactions in QuickBooks, a common issue faced by many clients. She emphasizes that 97% of her clients have errors in this area, often due to overlooked off-the-book transactions. Keller shares her step-by-step process for reconciling accounts, including pulling detailed reports, formatting data, and matching transactions. She highlights the significance of attention to detail, as even small discrepancies can lead to significant financial losses. Throughout the episode, Keller aims to empower small business owners and entrepreneurs with practical tips to manage their finances effectively. By sharing her expertise, she illustrates how a few adjustments can save clients substantial amounts of money, reinforcing the value of financial diligence and knowledge in business operations.
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By Katrina Keller, CPA, CFF, CFE, MST...PhD*coming soon!The first "Take Your Podcast to Work" day Special: In this episode, I take you inside my workday to break down the most common mistakes in QuickBooks—mistakes 97% of businesses are making! I’ll walk you through:
✅How to properly reconcile intercompany transactions to avoid major tax issues
✅Why QuickBooks exports can be misleading (and how to format them correctly in Excel)
✅How one simple fix saved my client $24,000 in missing deductions!
✅Why trusting your tax preparer blindly can cost you big time—one client was about to pay $200,000 in unnecessary taxes before I stepped in!
I also share my step-by-step method for pulling reports, formatting data, and quickly identifying errors—so you can stop drowning in QuickBooks confusion and start saving serious money.
👉Listen now to learn how to clean up your intercompany transactions like a pro!
Warning - This one gets techy, silly, and is in real time, screw ups and all! LOL enjoy!
Take Your Podcast to Work Day - Part 1, we are gonna get technical up in here! In this episode I'm finding hundreds of thousands of dollars in deductions and errors in a clients books!
In this episode of "What the Finance," host Katrina Keller, CPA, CFF, CFE, MST, discusses the importance of reconciling inter-company transactions in QuickBooks, a common issue faced by many clients. She emphasizes that 97% of her clients have errors in this area, often due to overlooked off-the-book transactions. Keller shares her step-by-step process for reconciling accounts, including pulling detailed reports, formatting data, and matching transactions. She highlights the significance of attention to detail, as even small discrepancies can lead to significant financial losses. Throughout the episode, Keller aims to empower small business owners and entrepreneurs with practical tips to manage their finances effectively. By sharing her expertise, she illustrates how a few adjustments can save clients substantial amounts of money, reinforcing the value of financial diligence and knowledge in business operations.