Top 10 influencers to follow right now

Vancouver Bookkeeper(s), Tax Return Service Vancouver, Small Business Bookkeepers in Vancouver, Inc.com, Business in Vancouver, Forbes, Jennifer Moore, QBO, QuickBooks, LedgerDocs, Mashable, Success Magazine

Get all your ducks in a row with boundless inspiration!

Make work time a happy time, grow your business with industry tips, transform a bad day into an AWESOME day! Homeroom cooked up a little pick-me-up action to help make your day, no matter how sucky or amazing it already is!

Sometimes a self-affirming post-it stuck on your computer screen just doesn’t cut it. And other days you could use some help navigating the small business world.

Here are our favourite go-to blogs (in no particular order) for daily boosts of inspiration. They make us feel all summery inside…

Success Magazine

From goal-setting to positive thinking to reinvention to failure, Success Magazine is our go-to BFL (Blog For Life). A true to it’s word “road to success”!

Mashable Business

Mashable shares all kinds of cool stuff. Small Business tips, Startups, Advertising, Media. And when you’re tired of reading business posts, check out their Entertainment section for hearty LOL moments.

Jennifer Moore

We love to stalk our girl Jennie at QBOadventures.com to get tips on the number one bookkeeping software we use QuickBooks and learn about new apps in the bookkeeping industry.

Business in Vancouver (BIV)

There’s always something to see at BIV! Catchup on daily news briefs and weekly articles. Local company profiles, investments news, and more! Lady in Charge Teya gets hers mailed to her address weekly, and definitely notices when they do not come (it’s a long story, but when she moved addresses they stopped coming for a brief time, and Teya was sad.)

Entrepreneur

We give Entrepreneur a golden star! Highly recommend this for ALL Entrepreneurs  who are interested in growing their business/ launching a business. They even offer daily health tips to get you in the right mindset, so there is nothing holding you back from success, not even YOU!

LedgerDocs

You must have heard us talking about LedgerDocs SO SO SO many times before. But we love it. We use Ledgerdocs daily for inputting receipts into QuickBooks Online (QBO). Our clients use it. They adore it. But we also don’t forget to check out LedgerDocs blog to keep up with the program updates, and see what else is new!

Financial Post

It’s all kinds of awesome. We usually peep the Entrepreneur section. It never, ever fails to impress.

Forbes

Forbes opens up with a quote of the day. Nice, right? A shot of business inspiration in your face from the start! How can you not want to read on? We sure put in some good time reading Forbes.

Fast Company

They’ve got titles that hook, they grab you hard, and don’t let go! “6 thing you’re doing that you’ll seriously regret in 10 years.” Like, how can you not want to click on THAT?

INC.com

While similar to some of the blogs we mentioned above, INC.com is its own gem with lots of GREAT reads, and a definite inspiration booster. Three big YES, YES, YES for all things business, technology and more!

Like us on Facebook to keep up with industry topics and team updates!

What are you reading to get inspired in business and life?

 

Case Study: LedgerDocs integrates with QuickBooks Online for smarter data entry

LedgerDocs, QuickBooks Online, QBO, Vancouver Bookkeeper(s), Tax Return Service Vancouver, Small Business Bookkeepers in Vancouver

Imagine wedging a 10-hour bookkeeping project into two hours. That’s the dream, and it’s happening!

Work Smarter, Not Harder

At Homeroom, we are always on the lookout for smarter ways to save our clients time and money (and save paper!)

Enter LedgerDocs.

We’ve been using the program for around a year and have since had to upgrade our account at least five times to accommodate our growing client base. We currently have 11 active companies on LedgerDocs who’ve chosen to utilize the app to simplify their document management and stay on top of their bookkeeping in real time. It’s truly proven to be the ideal time-saving integration for our clients.

This week, we put the magnifying glass on the LedgerDocs app:

The Hitch

  • Lack of automation with posting bills through LedgerDocs app
  • Slow loading issues
  • Page rotation problems

What we did about it

We were frustrated because we were spending too much time and didn’t know what to do, or if anyone would listen to us.

  1. We contacted LedgerDocs and said, “Hey, we got some suggestions on how to make your app better and help us run our business better.”
  2. We got a response we weren’t expecting: LedgerDocs invited us to their office to discuss our suggestions.
  3. Teya, Lady in Charge, went to the meeting.
  4. The LedgerDocs team showed a beta test that executed a major suggestion we really wanted.

The Fix

Teya was blown away that even before the meeting, LedgerDocs implemented one of our suggestions. She had a great experience at the LedgerDocs office and said the team was awesome!

Here is how LedgerDocs listened to its customer (us):

  • Able to manually enter the date numerically as opposed to clicking through the calendar: MM/DD/YY. No dashes needed. Simply, tab through.
  • The program will remember all previous receipt information and the only thing we have to change are the date and amount fields. This saves us 20 clicks per receipt.
  • More manual entry allows us, with our complex tax codes in BC, to post things with 100 per cent accuracy because it’s not Optical Character Recognition (OCR).
  • Rotating receipts before they fully load doesn’t cause the page to freeze (resolved the kill page problem).
  • Option to rename documents by hitting the Enter key.

Wish list for LedgerDocs:

  • Pulling bank/credit card statements automatically (automatic fetching)

Exciting upcoming  LedgerDocs feature: Ability to easily transfer Master Admin if necessary.

LedgerDocs is committed to creating a better user experience and listening to their customers to continuously improve their product.

Great job, LedgerDocs! We’re super happy to have a partnership with you.

 

 

 

 

 

 

 

 

Case Study: How Hubdoc saves time by auto-fetching bank statements

Vancouver Bookkeeper(s), Tax Return Service Vancouver, Small Business Bookkeepers in Vancouver, Hubdoc, LedgerDocs, QuickBooks, Intuit Canada, Intuit

This app is frigging auto-awesome!

 

We are always  searching for ways to make our practice more efficient and save our clients’ time. 

Today we are going to share with you a case study we did on the Hubdoc a document collection and management app that extracts key information from your receipts, invoices, and bills.

We had looked at it more than a year ago. At that time, it was not suitable for our business. Recently, we heard rave reviews from other bookkeepers and Intuit community and decided to reach out to them and see if it would be beneficial to use it.

The Problem We Needed To Solve

We have a lot of customers who can’t give us bank and credit card statements regularly.

Clients who can’t provide us with regular statements often fall behind with their bookkeeping which limits our ability to provide them with regular reporting. 

The Solution

Hubdoc allows you to automatically fetch all of your statements and utility bills (BC Hydro, Fortis BC, etc.) in real time. Just link your accounts for automatic delivery. It uses Optical Character Recognition (OCR) technology to analyze your documents. It imports all your financial documents and exports them into usable data.

See below for a step-by-step process for linking your bank account to get regular statements automatically:

Hubdoc trial sharpened

Hubdoc is a great solution for fetching bank statements. Unfortunately, the OCR technology does not jive with BC’s  unnecessarily complex tax system (GST/ PST/ Liquor Tax/ Hotel Tax..) However, in Ontario or Alberta where only GST/ HST is charged this would be a complete package solution.

To find out more about how technology can help you stay up to date with your bookkeeping, keeping your business healthy and bookkeeper happy contact our team today.