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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Sumtime Ledger LLC, Hoschton, GA (2026)

09/15/2023

An expense report sounds pretty straightforward, right? Isn’t it just a list of transactions, showing you all the money that left your business? 🤷🏻‍♀️

But there’s a lot you can learn – and do – from that list of expenses, such as:

💰 Get a bigger (and more accurate) tax deduction
💰 Create smarter business strategies + budgets
💰 And, of course, lower your expenses (which will probably increase your profit!)

Want to learn more? 😀 Here are three quick tips on how to put that simple report to work:

📆 COMPARE DIFFERENT TIME FRAMES

What were your total shipping expenses this quarter compared to last quarter? Or last year? Is there a significant difference, and if so, why? Comparison can help you spot problems and ask the right money-saving questions.

📦 DOUBLE-CHECK EXPENSE CATEGORIZATION

Not all business expenses are tax deductible – and sometimes tax-deductible expenses end up in the wrong category (and therefore aren’t deducted) by mistake. You can easily sort the report by category, and make sure everything is where it should be.

👀 COMPARE REAL NUMBERS TO YOUR BUDGET

Did you create an expense budget for this quarter (or year)? If so, how did it measure up compared to the real-world spending of your business? If you spent more than expected in certain areas of your business, find out why.

Basically, this report – read correctly – helps you figure out the right questions to ask, like a spotlight or a highlighter. Which can help you decrease your expenses, or update your business strategies.

09/13/2023

Do your client payments trip you up when you’re trying to log them into Quickbooks?

Especially the following month, when you’re trying to match the deposits on your bank statement to your invoice payments … but the amounts never seem to match?

Here’s an example of what I mean:

Let’s say you receive a check from a client - let’s make it fun and say you received $100 from Luke Skywalker for repairing his lightsaber. 😉

Then, later in the afternoon, Darth Vader drops off $200 and Obi Wan Kenobi writes you a check for $300.

And the next day, when you go to the bank, you deposit all three checks for a total deposit of $600.

Now, when you get your bank statement the following month, the only line item for those 3 checks will be “$600 deposit”; there won’t be any indication or detail of the three separate checks. So how do you match and reconcile each check?

(And guess what? Even if you are paid via Stripe or Paypal instead of paper checks, it’s pretty much the same process – a delayed deposit and payments bundled together)

So – why does that matter?

Because:

(1) If you want to know + track exactly when your clients paid you, and

(2) If you want to know exactly what was in that $600 deposit, even when you’re looking at it 6 months later and forgot which checks you cashed that day,

Then you’ll need to make sure you use an extra step in Quickbooks, using an account called “Undeposited Funds”.

What about you? Do you already use the “undeposited funds” feature while doing your bookkeeping + depositing your client checks?

And of course, if you have any questions about this process, or just want someone to take care of this financial stuff for you - just reach out!

09/07/2023

15 hours EVERY WEEK – that’s nearly 2 full work days! 😧

According to research, that’s how much time small businesses spend on their financial admin tasks EVERY WEEK.

It sounds like a high estimate – but take a second to really think about it. How much time every week do you spend on:

⏰ Sending invoices (and reminders)?

⏰ Processing refunds and returns?

⏰ Reviewing your financial accounts (checking, credit, loans, etc.)?

⏰ Taking care of payroll and employees?

⏰ Not to mention all the last-minute scrambling you do for taxes!

Long story short – that financial stuff adds up FAST.

So here are affordable automation tools to help you spend less time in spreadsheets and more time in your business!

🔨 MILEIQ (App)

✅ Automate your business mileage tracking (and get a larger tax deduction!)

🔨 QUICKBOOKS

✅ Email invoices, automate reminder statements, set up a transaction feed from your bank website, capture tax-deductible receipts on your phone, and more!

🔨 GUSTO (Software)

✅ Cut down your payroll processing time (and make tax time easier)

🔨 TAXJAR (Sales Tax Tracking Software)

✅ This is a must-have if you have a growing e-commerce business!

🔨 ZAPIER (software) and IFTTT (app)

✅ Third-party tools to easily create simple (or complex) workflows for a nearly endless list of business apps and software that don’t directly interact

What about you? Do you use any of these automation tools? Or know a different one that you could recommend?

09/01/2023

You wouldn’t hire a plumber 🚽to fix your roof 🏠 right?

Now - what about your air conditioner? ❄️

You wouldn’t hire a dog walker 🐕 to make sure you’ve got a cool breeze this summer, right?

And when you want to remodel your bathroom 🛁

You’re not calling up a computer programmer 💻 for that project, right?

Um, OF COURSE NOT

🏠 You get a roofer for the roof

❄️ An HVAC guy for the A/C unit

🛁 And a contractor for the bathroom

Now, if that’s the case:

𝘛𝘩𝘦𝘯 𝘸𝘩𝘺 𝘢𝘳𝘦 𝘺𝘰𝘶 𝘥𝘰𝘪𝘯𝘨 𝘺𝘰𝘶𝘳 𝘰𝘸𝘯 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘣𝘰𝘰𝘬𝘬𝘦𝘦𝘱𝘪𝘯𝘨? 🤔

You’re not an accountant or a bookkeeper, right?

And you don’t have a financial management business either, right?

Didn’t think so 😉

So … do you know who that makes you?

You’re the plumber on the roof 🚽 😜

You want to make sure your roof is correctly repaired (and doesn’t leak in the next heavy rain), right?

So hire the roofer already.

Same with your business finances – if you want them to be

💵 Up to date, and always ready to generate accurate financial reports

💵 And clean and tax-ready long before the tax deadline

Then get off the roof – and hire an experienced bookkeeper (like me)

🤓 I’ll help interpret your financial reports into plain English and clear strategies

🤓 I’ll help you find places to reduce your expenses – and increase your profit margin

🤓 And I’ll remind you of tax and filing deadlines – especially the new ones that the IRS likes to make from time to time

Can you be *that* good of a bookkeeper for yourself? 😉

Because 𝙝𝙤𝙣𝙚𝙨𝙩𝙡𝙮 – 𝙮𝙤𝙪 𝙙𝙤 𝙙𝙚𝙨𝙚𝙧𝙫𝙚 𝙩𝙝𝙚 𝙗𝙚𝙨𝙩

And it’s ok that you aren’t the best bookkeeper

So if you’re done being a “jack of all trades”

And you’re ready to hire a specialist to help you do the job right

Then just reach out ❤️ I’d love to help!

📧 [email protected]
📞 470-666-4472

08/30/2023

You want to receive the highest amount of business tax deductions possible, right? 💰

Then why are you leaving money behind in your “uncategorized expenses”? 💵

If you’re using financial software like Quickbooks, it’s easy to overlook – this is how to correct them:

📈 Run a Profit + Loss report
🔎 Look for the “Uncategorized Expense” line
💲 Click on it to open up the transactions
✅ Select the transaction you want to update, change the expense category, and hit “save”!

(𝙊𝙣𝙚 𝙦𝙪𝙞𝙘𝙠 𝙨𝙞𝙙𝙚𝙣𝙤𝙩𝙚: 𝘐𝘧 𝘪𝘵 𝘩𝘢𝘴 been reconciled, 𝘺𝘰𝘶’𝘭𝘭 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘵𝘢𝘬𝘦 𝘮𝘰𝘳𝘦 𝘴𝘵𝘦𝘱𝘴 𝘰𝘳 𝘵𝘢𝘭𝘬 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘢𝘯𝘵 𝘧𝘪𝘳𝘴𝘵!)

That’s it! … But it’s important to know a *little* bit more:

(1) 𝗛𝗢𝗪 do these “uncategorized expenses” happen?
(2) And 𝗪𝗛𝗬 do you need to keep checking for them?

𝗧𝗛𝗘 𝗛𝗢𝗪

Quickbooks can be taught rules for how to automatically categorize expenses. However, if QB doesn’t recognize the vendor, it will automatically sort it into “uncategorized”.

𝗧𝗛𝗘 𝗪𝗛𝗬

Any unfamiliar charge can be sorted into “uncategorized” at any time, so the account needs to be checked regularly.

And the more time passes, it is harder to correctly categorize (and find receipts) for an expense, and you may miss out on the cold hard cash of a tax-deductible expense.

And we can’t have that happen, right? 😉

What about you? Do you check your uncategorized expenses, or was this info new to you? I’d love to hear!

Now, to be honest – right now, are you thinking, “UGH – ANOTHER thing I need to remember and check for??”

If you are, you’re not alone 😉 I can help take over all of these annoying details for you, just like I do for the rest of my clients, so you don’t have to worry about it.

08/28/2023

Service providers, Are your business finances ready for the end of the year? 📆

I know, it’s August, and the end of the year feels far away

But New Year’s Eve will be here before you know it – and if your finances are behind now … well, they’ll be twice as bad by Dec 31st 😬

So here are 3 year-end tasks to start taking care of *now*, while you still have time to catch up (and before the late fees pile up!)

✅ 𝗖𝗼𝗹𝗹𝗲𝗰𝘁 𝗽𝗮𝘀𝘁 𝗱𝘂𝗲 𝗶𝗻𝘃𝗼𝗶𝗰𝗲𝘀

𝗪𝗛𝗬 𝗗𝗢 𝗜𝗧 𝗡𝗢𝗪? The longer an invoice is overdue, the less likely it’ll be paid

𝗛𝗢𝗪? Run an A/R report and send reminders to everyone more than 30 days past due

✅ 𝗥𝗲𝗰𝗼𝗻𝗰𝗶𝗹𝗲 𝘆𝗼𝘂𝗿 𝗯𝗮𝗻𝗸 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗮𝗻𝗱 𝘀𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀

𝗪𝗛𝗬 𝗗𝗢 𝗜𝗧 𝗡𝗢𝗪? To see if you need to make any course corrections, instead of continuing to make the same financial mistakes for another 6 months.

𝗛𝗢𝗪? Check your financial software to find the last time you reconciled your books, download the necessary statement(s) from your bank website(s), and then get started

✅ 𝗖𝗵𝗲𝗰𝗸 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗼𝘄𝗲

𝗪𝗛𝗬 𝗗𝗢 𝗜𝗧 𝗡𝗢𝗪? Losing track of what you owe – and who you’ve paid – could mean you double-pay (or forget to pay) a vendor

𝗛𝗢𝗪? AFTER reconciling your bank statements, run an A/P report and a vendor list report, then break out your expenses month by month for a clear comparison

See? It’s WAY more doable to get started now – with several months to spare – instead of trying to cram that all in at the last minute!

And now I’m curious about you - which of these do you struggle to keep up with the most? I’d love to hear which one it is!

08/25/2023

Did you ever play those Super Mario video games 🎮 when you were a kid?

Do you remember the Super Mushrooms 🍄 in those games?

Teeny-tiny Mario would run into a big red mushroom and - BAM! – Suddenly he’d double in size and strength:

🍄 He can jump higher
🍄 Run faster
🍄 Smash bricks
🍄 Take an extra hit
🍄 And he’s one step closer to the next-level skill – fireballs! 🔥

If only it were that easy to level up in your business, right?

However … the more I thought about it, the more I realized:

🍄 𝘼 𝙜𝙤𝙤𝙙 𝙗𝙤𝙤𝙠𝙠𝙚𝙚𝙥𝙚𝙧 𝙞𝙨 𝙡𝙞𝙠𝙚 𝙖 𝙎𝙪𝙥𝙚𝙧 𝙈𝙪𝙨𝙝𝙧𝙤𝙤𝙢 𝙥𝙤𝙬𝙚𝙧-𝙪𝙥 𝙛𝙤𝙧 𝙖 𝙨𝙢𝙖𝙡𝙡 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙤𝙬𝙣𝙚𝙧

🍄 JUMP TO BIGGER GOALS

Why are you wasting your precious time on UN-billable bookkeeping work? If you’re a service provider, how can you serve more clients and find more opportunities … if all your time is spent on accounting software?

🍄 HIT YOUR GOALS FASTER

25% of small business owners spend OVER 100 HOURS every year on their bookkeeping and taxes! What could you accomplish with 100 hours of extra time?

🍄 OVERCOME BARRIERS MORE EASILY

Trying to get approved for a small business loan? Up-to-date bookkeeping is a big part of getting that crucial “yes”

🍄 MORE STABILITY + RESILIENCE

Did you get a letter from the IRS saying an audit is coming your way? Up-to-date bookkeeping and good record-keeping will help you weather that storm MUCH more easily.

See what I mean?

Now, I know, it’s a goofy analogy 😜

But just because it’s silly and retro … doesn’t mean that it isn’t true 🍄

Sometimes we need an extra boost of help if we wanna get to the next level – both in Super Mario World and in our business

So when you’re ready to level up and hit those dream goals of yours faster - feel free to reach out and schedule a call with me

I love helping my clients reach the next level of income and stability in their business – and I’d love to do the same for you, too.

📩 [email protected]
📞 470 666 4472

08/22/2023

Which would you rather be in your service business? A mid-level 𝗷𝗮𝗰𝗸-𝗼𝗳-𝗮𝗹𝗹-𝘁𝗿𝗮𝗱𝗲𝘀? 🧰 Or a 𝗵𝗶𝗴𝗵-𝗹𝗲𝘃𝗲𝗹 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁? 👑

Here’s what a jack-of-all-trades looks like:

🧰 A lot of surface-level knowledge

🧰 More time than money, and does everything herself

🧰 Eventually hits a time and income plateau – where she can’t work more hours, or charge anymore

I know, when you’re getting your business off the ground, there is a bootstrapping period when you have to be that jack-of-all-trades 💪

You’re The Marketer, The Salesman, The Bookkeeper, The Customer Service Rep – and that’s ok!

But if you ever want to make that jump to the specialist … you can’t do it alone.

Know what a 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 does?

👑 Learns a LOT about one specific thing

👑 Charges higher rates because she has deeper knowledge + experience

👑 Hires others to do all the stuff she does NOT specialize in

I know this firsthand – because I always strive to be a 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 in my own business.

And it’s not just in my own business. I help my clients become specialists in their businesses, too!

One client of mine increased their revenue because I freed up more billable time for them to focus on income-producing opportunities.

And that’s exactly the kind of help I want to give you in your business, too.

I want to help you level up, become that go-to specialist, charge those expert rates, and do way more – and get WAY better – at the stuff you’re best at.

So stop dabbling in bookkeeping – and start focusing on YOUR specialty! 😉

Just schedule a free call today – and let’s see how fast we can level you up to specialist status! 👑

08/18/2023

▶ How to Use Classes and Locations in Quickbooks Online ◀

In this video, I will guide you through utilizing the classes and locations feature that are useful to track different segments within your company distinctively.

08/15/2023

Are you prepared for the quarterly tax deadline on September 15th? 😬

If not, here’s the (very) quick version of how to calculate and pay it on time (before you end up paying late fees!)

“𝗪𝗵𝗼 𝗻𝗲𝗲𝗱𝘀 𝘁𝗼 𝗱𝗼 𝘁𝗵𝗶𝘀?”

💙 Sole proprietors, partnerships, S-Corp shareholders, and/or self-employed individuals that will owe at least $1,000 in taxes for 2023

💜 Corporations that will owe at least $500 in taxes for 2023

“𝗢𝗞, 𝘁𝗵𝗮𝘁’𝘀 𝗺𝗲 – 𝘀𝗼 𝘄𝗵𝗮𝘁 𝗱𝗼 𝗜 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱?”

💙 In the "sole proprietors” category? Tax form 1040-ES

💜 Corporation? Tax form 1120-W

✅ Last year’s taxes

✅ Your current financial info

This will give you what you need to calculate the correct amount.

👉 𝘘𝘶𝘪𝘤𝘬 𝘵𝘪𝘱!

Don’t have time to crunch the numbers before the due date? Then use your 2022 numbers and the “safe harbor” rule!

If your annual income in 2022 was ...

💰 ... LESS than $150K, then plan to pay 100% of 2022's tax amount

💰 ... MORE than $150K, then plan to pay 110% of 2022's tax amount

Then divide that number by 4 for your 2023 quarterly payment amount

“𝗚𝗼𝘁 𝗶𝘁 – 𝗻𝗼𝘄 … 𝗵𝗼𝘄 𝗱𝗼 𝗜 𝗽𝗮𝘆 𝗶𝘁 𝗼𝗻𝗹𝗶𝗻𝗲?”

💙 In the same category as sole proprietors? You can pay online through the IRS payment gateway

💜 Corporation paying online? You’ll need to pay specifically through the EFTPS IRS payment site

I hope that helps!

Now – what about you? Do you already know exactly how much and how to pay your upcoming quarterly taxes … or was this a good reminder for you? 😅

08/11/2023

This is Lisa

Lisa is a busy business owner providing excellent service to her clients– and, like most service providers, she’s so focused on the day-to-day client work in her business …

That, honestly, she doesn’t have the time to keep up with her finances. (After all, she’s already working most weekends just to keep up!)

“I’ll get to it next month when things slow down,” she promises. “Besides, the tax deadline is MONTHS away – I’ve got plenty of time, right?”

Wrong 😬

💵 On Monday, Lisa tries to purchase an expensive new piece of equipment – but her debit card is declined at checkout.

😰 She didn’t realize how many of her client invoices were still unpaid … so the purchase has to wait. And she has to make some awkward collection calls.

💵 Then, on Tuesday, Lisa stops by the bank to ask about a business loan (to help her open a brick-and-mortar store – a lifelong dream of hers!)

😰 But when the bank asks for an up-to-date copy of her business’ finances, she gulps. She knows her bookkeeping is several months behind … so who knows when she’ll be able to get that loan

💵 On Wednesday, Lisa finally opens her accounting software for the first time in MONTHS, resolving to catch up so her business can move forward …

😰 But one look at her numbers, and she knows they’re WAY off. Somehow, an automation set up 4 months ago duplicated every. single. transaction.

So guess what Lisa did, first thing Thursday morning?

She hired a bookkeeper 🤓 to help her catch up, clean up, and get back on track for those big beautiful business goals of hers.

𝗕𝗲𝗰𝗮𝘂𝘀𝗲 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴 𝗶𝘀𝗻’𝘁 𝗷𝘂𝘀𝘁 𝗮𝗻 𝗮𝗻𝗻𝘂𝗮𝗹 𝗻𝘂𝗶𝘀𝗮𝗻𝗰𝗲

𝗜𝘁’𝘀 𝗮 𝗱𝗮𝘆-𝘁𝗼-𝗱𝗮𝘆 𝗻𝗲𝗰𝗲𝘀𝘀𝗶𝘁𝘆 𝘁𝗵𝗮𝘁 𝗵𝗲𝗹𝗽𝘀 𝘆𝗼𝘂:

💵 Afford the equipment you need

🏪 Expand your business

🌈 And achieve your big-picture dreams more easily

So don’t wait to have a crappy week like Lisa did.

Just reach out today to schedule a call so we can start getting you closer to those big goals of yours

(After all – who do you think Lisa hired to help her?? 😉 )

Sumtime Ledger LLC

09/15/2023

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08/11/2023

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Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm