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The Bookkeep Journal

NEWS AND HELPFUL INFORMATION ABOUT ACCOUNTING AUTOMATION

How trapped accounting data affects bookkeeping

A bonus episode of the Cloud Accounting Podcast live from Scaling New Heights 2022. Blake Oliver and David Leary talk with Jason Richelson, small business owner, engineer, and bookkeeper, who has developed an expertise in accounting data and accounting APIs over the course of his career. Jason also discusses how

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Ten accounting podcasts you should be listening to

Celebrate International Podcast Day with some of our favorites!  September 30th is #InternationalPodcastDay, a day to celebrate the power of podcasts. In the accounting industry, there are many really cool, informative podcasts hosted by amazing thought leaders, and powered by incredible sponsors. Podcasts are a great way to learn more

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Bookkeep Revenue Accounting AI

Do you want to learn more about the basics of ecommerce accounting and how to make this niche service part of your offerings?

This eBook is intended to help bookkeepers and accountants who are interested in the basics and best practices of ecommerce accounting.

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Bookkeep in your practice: NetDeposited

Guest author, Rachel Dauchy of NetDeposited discusses her business and how she is working smarter with Bookkeep automation. My name is Rachel Dauchy, I am the owner of NetDeposited, a firm focused on ecommerce bookkeeping and accounting. Day-to-Day: Now that I have employees, it is MUCH different than when I

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Tips for tracking and reporting monthly startup expenses and revenue

Article originally published on TechCrunch.com Until recently, tech startups traditionally enjoyed relative freedom from financial oversight from the venture capitalists who funded them. As long as these firms could report progress in developing their products and generating some level of earnings from sales and software subscriptions, they could burn through

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Managing Multiple Payment Methods w/Bookkeep

Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Dawn Brolin to discuss the dangers of “living in the Bank Feed”, when you have a client using the same payment methods across multiple external sales channels, and how Bookkeep can streamline the process for you and

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Ecommerce accounting best practices

Do you want to learn more about the basics of ecommerce accounting and how to make this niche service part of your offerings?

This eBook is intended to help bookkeepers and accountants who are interested in the basics and best practices of ecommerce accounting.

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Taking Your Firm Virtual Summit 2022: Day 3 Review

The third and final day of the Taking Your Firm Virtual Summit was jam-packed with more sessions to help your virtual firm thrive. If you are just tuning in to our reviews of the Taking Your Firm Virtual Summit, make sure you go back to our Day 1 Review and

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Taking Your Firm Virtual Summit 2022: Day 2 Review

Day 2 of the Taking Your Firm Virtual Summit was another informational and fun-filled day with some of the industry’s top speakers (and attendees!). Yesterday we published a Day 1 Review, just in case you missed it. But now let’s talk about what happened on Wednesday! It was all about

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Taking Your Firm Virtual Summit 2022: Day 1 Review

The Taking Your Firm Virtual Summit is back again this year from August 2- August 4! The Taking Your Firm Virtual Summit is back for its third year! I’m proud to say I have attended this incredible event each year, and at Bookkeep, we are so excited to be a

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Why Bookkeep uses balance accounts

Balance accounts are the connective tissue that allows all the other elements like the accrual method, daily sales, sales platforms, and bank feeds, to work best – all while that data is also brought together through balance account magic. Balance Accounts, sometimes called ‘clearing accounts’, are really just what they

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Take time from your firm and not lose your mind

In this article for AccountingWEB, Dawn Brolin, CPA, CFE of Powerful Accounting LLC shares her top tips for how to successfully navigate the busy conference season while keeping intact your firm’s income streams and personal wellbeing. 

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Bookkeep Research Study: Part 2

Earlier this year we commissioned a research study with Paradoxes Inc., to better understand the impact of manual data entry for retailers, restaurants, non-profits and accounting firms. We are sharing the findings in a three-part Executive Summary. The first installment covered The economic impact of manual accounting data for retailers,

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