Annette Bevers, CPA

Annette Bevers, CPA I help small and mid-sized businesses efficiently run the accounting aspects of their business to al

I love to find ways to use accounting technology to help my clients’ businesses thrive. My mission is to help small and mid-sized businesses efficiently run the accounting aspects of their business to allow them to focus on what matters to them. I have over 20 years experience working in the accounting field with small and mid-size businesses. I am a CPA certified in the state of California and a certified QuickBooks expert.

Have payroll set up for your business? Which one are you using?Have questions about starting payroll? Drop them below. ...
05/31/2026

Have payroll set up for your business? Which one are you using?

Have questions about starting payroll? Drop them below.

When you regularly match your bank transactions with your bookkeeping records, you can quickly catch anything that does ...
05/29/2026

When you regularly match your bank transactions with your bookkeeping records, you can quickly catch anything that does not look right, such as:

- Unauthorized charges or withdrawals
- Unknown vendors or unfamiliar transaction names
- Unexpected changes in transaction amounts
- Missing transactions

It is one of the simplest ways to protect your business and keep your financials accurate.

Make sure to follow our page for practical bookkeeping, business, and financial tips.

Wrapping up your month does not have to feel overwhelming. So...light a candle, grab your favorite beverage, put on some...
05/27/2026

Wrapping up your month does not have to feel overwhelming.

So...light a candle, grab your favorite beverage, put on some music and dive in!

Here is your end of month checklist.

Swipe to learn more!

Need help staying on top of your business finances?

Send us a message to get organized and back on track!

Happy Memorial Day!Today, we pause to remember and honor those who have served and sacrificed.It is a moment to reflect ...
05/25/2026

Happy Memorial Day!

Today, we pause to remember and honor those who have served and sacrificed.

It is a moment to reflect on the courage, dedication, and lives given for our freedom.

Grateful today and always!

If your numbers feel messy, start here.1. Make sure your bank and credit card accounts are connected, synced, and fully ...
05/22/2026

If your numbers feel messy, start here.

1. Make sure your bank and credit card accounts are connected, synced, and fully up to date so you are working with complete and accurate data.

2. Review and categorize your transactions by going through anything uncategorized or incorrect so your reports accurately reflect what is happening in your business.

3. If you have personal expenses in your business accounts, go through and recategorize them, and start using separate accounts to keep your numbers clear and reliable.

4. Review your reports to make sure there are no unusual or incorrect categories so your financials stay clean and easy to understand.

Feeling overwhelmed?

Send us a message or comment below and we will help you get back on track.

Getting started with QuickBooks is a big step, but a few small mistakes can cause bigger issues later on. Here are some ...
05/20/2026

Getting started with QuickBooks is a big step, but a few small mistakes can cause bigger issues later on.

Here are some of the most common ones we see and how to avoid them.

Swipe to learn more!

Need help cleaning up your QuickBooks or getting back on track?

Send us a message if you want help getting your QuickBooks set up the right way.

You worked hard for that profit. Now let’s put it to work!Not sure if your numbers are accurate or need a second set of ...
05/18/2026

You worked hard for that profit. Now let’s put it to work!

Not sure if your numbers are accurate or need a second set of eyes?

Send us a message or comment below and we will help you get clarity.

Stop using your personal account for business!Here are some business bank account options to consider:- Relay - Chase - ...
05/15/2026

Stop using your personal account for business!

Here are some business bank account options to consider:

- Relay
- Chase
- Novo
- Bluevine

The right account can make managing your business so much easier.

If you use a business account not on this list, please share it below with others.

You do not need everything figured out. You just need to start.Tag a friend who needs this reminder or share this with s...
05/13/2026

You do not need everything figured out. You just need to start.

Tag a friend who needs this reminder or share this with someone who is ready to take that next step.

It is more common than you think, especially when you are busy running your business.Just make sure you record it proper...
05/11/2026

It is more common than you think, especially when you are busy running your business.

Just make sure you record it properly, keep documentation and receipts, so your books stay accurate and you do not miss the deduction.

Make sure to follow our page for practical accounting, business, and financial tips.

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Dublin, CA

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