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Financial Planning & Management
This includes topics like getting personal finances in order, avoiding debt, responsible investing, and understanding financial concepts for individuals and businesses.


Handling Income in QuickBooks Online: From Estimates to Invoices to Getting Paid
And why it matters for both your cash flow and your sanity If your income process in QuickBooks Online feels a bit like guesswork — you’re not alone. Many business owners and nonprofit leaders don’t realize there’s a flow to how income should be recorded, tracked, and collected. And no, it doesn’t start with a deposit and end with a “paid” stamp. This post walks you through that flow: from estimates to invoices, from payment links to deposits, and ultimately into your Accoun
Melton Liggett
Oct 153 min read


Effective Strategies to Manage Business Finances Using QuickBooks Online
Understanding Business Finances with QBO Your business finances encompass more than just tracking income and expenses. They include...
Melton Liggett
Jun 113 min read


Simplify Your Bookkeeping with QuickBooks Ledger
If you're a solopreneur, freelancer, or small business owner handling finances with spreadsheets or paper records, you might feel...
Melton Liggett
May 193 min read
What Was That Transfer For? Help Your Bookkeeper Help You
When you're running a business, moving money around is part of the job. Maybe you’re paying off a loan, transferring money between...
Melton Liggett
May 72 min read
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