by Nathan Hayes | Mar 2, 2024 | Budgeting, Financial Operations
The other week, one of our Books & Benchmarks clients came to us with a unique request. They wanted to split their Maui Jim statements between Plano and prescription sunglasses. When we inquired further, they explained that they were trying to put spending limits...
by Nathan Hayes | Jan 27, 2024 | Budgeting, Cash Flow & Cash Management, Financial Operations, Practice Management, Risk Management & Financial Security
At Books & Benchmarks, as we categorize and reconcile our clients’ bank and credit card accounts each month, we are constantly learning what works best for our clients. One area that will consistently cause more work for you, your bookkeeper, and your CPA is...
