Davis By The Books Bookkeeping

Davis By The Books Bookkeeping Helping business owners grow their businesses by implementing proper bookkeeping strategies

“Nobody can go back and start a new beginning, but anyone can start today and make a new ending.” Maria RobinsonShare th...
05/01/2023

“Nobody can go back and start a new beginning, but anyone can start today and make a new ending.” Maria Robinson

Share this post with someone who needs to hear this!



We love our Virtual Assistants, but as a business owner, you need to make sure that you are delegating the right tasks t...
04/30/2023

We love our Virtual Assistants, but as a business owner, you need to make sure that you are delegating the right tasks to the right people on your team.

Bookkeeping is one task that you should leave to a professional bookkeeper instead of trying to train your general virtual assistant to handle these duties.

A bookkeeper tracks and manages the financial transactions of a business. Their key focus is managing the financial day-to-day. These duties include keeping accurate records, reconciling bank accounts, and running reports.

Bookkeepers typically have a degree in business, accounting, or bookkeeping and/or several certifications. If they don’t have the traditional credentials, then they have a lot of real-world experience.

If you're ready for me to take your bookkeeping off your plate, schedule a call to learn more.


Not every business owner recognizes the value of an excellent bookkeeper...So let’s go through the top ways you can lose...
04/29/2023

Not every business owner recognizes the value of an excellent bookkeeper...

So let’s go through the top ways you can lose money (and time) by hiring the cheapest option:

1. Incorrect cash balances
2. Misinterpreting data
3. Cash flow problems
4. Fraud
5. Tax penalties and fines
6. Lost time
7. Lost productivity
8. Lost clients
9. Damaged reputation
10. Tax audits

The truth is, bad bookkeeping can be costly and time-consuming to fix.

There is nothing wrong with being frugal with your coins.

However, it is important to realize the true costs of hiring the wrong person, which can lead to thousands of dollars or even hundreds of thousands of dollars in losses.

Are you ready for a bookkeeper but not sure if they're the 'one'? That's what my discovery calls are for.

One of the goals of the discovery call is to determine whether we are a great fit. Ready to find out?



Have you ever considered that your books might benefit from some Spring decluttering and a bit of reorganization and rev...
04/28/2023

Have you ever considered that your books might benefit from some Spring decluttering and a bit of reorganization and review?

The end of tax season is the perfect time to tackle a spring cleaning of your books, especially if preparing your taxes led you to discover you’re not as organized as you thought you were.

Challenge accepted?? Let me know in the comments👇🏽below!


If you’re a fan of efficiency and keeping yourself and your team well on their way to hitting goals, you'll want to save...
04/27/2023

If you’re a fan of efficiency and keeping yourself and your team well on their way to hitting goals, you'll want to save this post... 4 simple things to do at the beginning of each quarter to maximize success.

Are there any other things you do every 90 days to help propel your business forward?

Leave me a comment below!


A new quarter is the ideal time to check in with your business to maximize success.It’s all-too easy to drift from your ...
04/26/2023

A new quarter is the ideal time to check in with your business to maximize success.

It’s all-too easy to drift from your course and lose sight of your business's focus, that's why I'm here to send you a friendly reminder to revisit the core of your business and establish your goals for this new quarter.

Whether business-related or personal, what goal are you chasing right now?


Business owners ask this question all the time♦️What's the difference between invoices and sales receipts❓Invoices and s...
04/25/2023

Business owners ask this question all the time

♦️What's the difference between invoices and sales receipts❓

Invoices and sales receipts have similarities, but understanding their key differences will help you use them correctly within your business.

However, businesses should not use invoices and receipts interchangeably. Because invoices are used to collect payments and receipts are used as a proof of payment, substituting one for the other should be avoided.

Have any bookkeeping questions you need answered? Let me know in the comments👇🏽.


Spring, the season of new beginnings, it's the most important time for your business to grow. In spring, you will build ...
04/24/2023

Spring, the season of new beginnings, it's the most important time for your business to grow.

In spring, you will build business plans, create new services and products, and design new marketing materials to prepare for the summer when everything is in full swing.

What are you looking forward to seeing grow in your business this Spring?

Comment 👇🏽below.


We only have one!"😉
04/22/2023

We only have one!"😉

Whether you need help cleaning up your books or you’re trying to take your small business to the next level, I'm here to...
04/21/2023

Whether you need help cleaning up your books or you’re trying to take your small business to the next level, I'm here to help.

The journey to business success and financial freedom is best undertaken with people who care about your business.

Would you like to learn more about our bookkeeping services? Message me today.


✨ANSWER: Businesses should do bank reconciliations at least once a month. This process typically happens after the end o...
04/20/2023

✨ANSWER: Businesses should do bank reconciliations at least once a month. This process typically happens after the end of the month because banks send monthly statements at the end of the month that can be used as a basis for reconciliation.

Have you reconciled your accounts within the last 2 months? If not, your financial reports are not accurate, which also means you don't have a handle on your cash flow.

I can change this for you! When you partner with me, you'll get accurate, timely, relevant, and insightful financials every month. Book a call📞 to learn more.

Link in comments😊


I help get your business's finances under control through expert guidance and regular check-ins.By working with me, you ...
04/19/2023

I help get your business's finances under control through expert guidance and regular check-ins.

By working with me, you will be able to make fully informed decisions professionally or personally because you will know the financial health of your business.

I would love to get to know you and your business and see if we're a good fit. Let's chat‼️


Address

2311 Windsprint Way
Arlington, TX
76014

Telephone

+14699215104

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