Independence Bookkeeping, LLC

07/27/2022

Question #1 - What payment platform do you use for your business (Paypal, Stripe, etc)? 🤔

Question #2 – Do you know if that platform (AKA “payment gateway”) is the best for you and your business? 🤔

Here’s where it gets tricky – there are a LOT of options, and since each business operates differently, there’s no “one size fits all” right answer 👕

And, honestly, a lot of factors go into deciding which one is best for you, including:

🤝 Does it integrate easily with the other software you use (like Quickbooks, Xero and others)?
💳 How do you invoice, and/or accept payment, from your clients? In person? Online? In installments?
☎️ And what about the company itself? Their global reach? Customer service? And their data exporting?

So what’s the best way to pick your ideal payment gateway? Take a minute to really get to know how money moves through your business 💵 💵 💵

Because, on the surface, the most popular gateways like:

🔵 Paypal
🟣 Stripe
⚫ Square

Well, they look pretty much the same:

💰 Online transactions fees for all 3 are 2.9% + $0.30
⏬ They all have an instant transfer option for a 1% fee
🔐 And all have PCI-compliant security

But if you dig a little deeper, you can find the differences:

🔵 Paypal is the most omni-present by far (with +28 million merchant accounts), but they have a reputation for hard-to-contact customer service

🟣 Stripe, however, has a reputation for great customer service (and for easily helping you move your data, if you later change payment platforms to or from Stripe)

⚫ And Square has a great built-in POS system (with slightly cheaper “in-person transaction” fees), which is great for brick-and-mortar stores

And if you have no idea where to start – and, honestly, just want someone else to figure it for you – well, just shoot me a quick DM! 🙋‍♀️ I always research the best platforms for each of my clients – and would love to help you, too!

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

07/21/2022

Take a second to (mentally) pop the hood of your car – what do you see? 👀

Now, be honest - can you tell the difference between a cylinder head and the exhaust manifold? 🚙

… Or do you just see a bunch of tube-y things next to a metal-boxy thing that you think **might** be the battery? 🔋 (Also – which sides are positive and negative again … ?)

Sure, maybe you know the bare basics:

💦 Where to refill the windshield wiper fluid
🛢️ How to pull out that dipstick-thingy to check your oil level
⛽ And, of course, how to put gas in the tank

But if your engine ever starts to make a funny noise or smoke … you’d have no idea what to do, right? 😬 And you’d drive it straight to your mechanic the next day

Now, instead of popping the hood of your car 🚙 I want you to think about opening your business’ Quickbooks file 📊

Sure, you can probably click around in there and handle the basics, like invoicing your clients and even running a financial report or two.

But would you know what to do if the “engine” started to “smoke”? 🚙🔥

💵 Your revenue total is WAY overstated for some mysterious reason – but you don’t know how to correct it, and lower your tax payment to what it should be

💳 Your expenses total seems WAY too low – but you can’t figure out where they went, or how to get all the tax deductions you deserve

🔁 Not only that, but one of your automation apps went haywire, and now EVERYTHING has a duplicate transaction you need to somehow reverse

🏦 AND you were planning to apply for a business loan this month … but can’t until all of this is somehow cleaned up!

🔥 🤯 🔥

When your car starts to smoke 🚙🔥 basic knowledge just won’t cut it anymore – you need the help of an expert mechanic

Same with your business finances 📊🔥 When you’re overpaying on taxes and can’t figure out where your business is at financially – it’s time to get the help of an expert bookkeeper (like me!)

Don’t wait for the crunch of tax season - or a smoking engine - to start taking care of your business finances ❤️

Just reach out today, so we can get you higher deductions, lower tax bills, and a clear financial understanding of your business 📊

I do it for every single one of my clients – and I’d love to do it for you too!

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

07/19/2022

You wanna receive the highest amount of tax deductions possible for your business, right? 💰

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

If you’re using a financial software like Quickbooks, it’s an easy thing to overlook – but it’s also easy to correct!

📈 If you’re using Quickbooks, run a Profit + Loss report
🔎 Look for the “Uncategorized Expense” line
💲 Click on the line amount to open up the transactions and details
✅ Select the transaction you wish to update – and simply change the expense category and hit “save”!

(𝙊𝙣𝙚 𝙦𝙪𝙞𝙘𝙠 𝙨𝙞𝙙𝙚𝙣𝙤𝙩𝙚: 𝘪𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘪𝘴 𝘢𝘴 𝘦𝘢𝘴𝘺 𝘢𝘴 𝘵𝘩𝘪𝘴 … 𝘜𝘯𝘭𝘦𝘴𝘴 𝘵𝘩𝘦 𝘦𝘹𝘱𝘦𝘯𝘴𝘦 𝘩𝘢𝘴 𝘢𝘭𝘳𝘦𝘢𝘥𝘺 𝘣𝘦𝘦𝘯 𝘳𝘦𝘤𝘰𝘯𝘤𝘪𝘭𝘦𝘥 😬 𝘐𝘧 𝘵𝘩𝘦 𝘶𝘯𝘤𝘢𝘵𝘦𝘨𝘰𝘳𝘪𝘻𝘦𝘥 𝘦𝘹𝘱𝘦𝘯𝘴𝘦 𝘩𝘢𝘴 𝘢𝘭𝘳𝘦𝘢𝘥𝘺 𝘣𝘦𝘦𝘯 𝘳𝘦𝘤𝘰𝘯𝘤𝘪𝘭𝘦𝘥, 𝘺𝘰𝘶’𝘭𝘭 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘵𝘢𝘬𝘦 𝘮𝘰𝘳𝘦 𝘴𝘵𝘦𝘱𝘴 𝘰𝘳 𝘵𝘢𝘭𝘬 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘢𝘯𝘵 𝘧𝘪𝘳𝘴𝘵!)

That’s it! Pretty straightforward, right?

But it’s important to know just 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 learns (and can be taught) rules for how to automatically categorize expenses that are downloaded from your bank statement. However, if QB doesn’t recognize the vendor or one-off payment on a statement, it will automatically sort it into “uncategorized” for your review.

𝗧𝗛𝗘 𝗪𝗛𝗬

Any new vendor or unfamiliar charge can be sorted into “uncategorized” at any time, so the account needs to be cleared out regularly.

Not only that, but the more time passes, the harder it is to correctly categorize (and find receipts) for an expense! (For example, be honest – how many “amazon” transactions were on your statement this month that you weren’t sure about??)

And, of course, you may miss out altogether on the cold hard cash of a tax-deductible business expense!

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

Now, 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 ever again ❤️

Just reach out today to get started!

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

07/15/2022

So tell me - who changes the oil in The Batmobile? 🦇🏎️

Definitely not Bruce Wayne (AKA Batman), right?

🦹🏻 He’s got bad guys to take down
🏙️ A city to clean-up and keep safe
💥 And super-cool gadgets to play with

No way a guy like Batman has the time to do things like change the oil, right?

However … even if it’s not Batman, SOMEONE still needs to do all of those little things, right?

🏎️ Change the oil (so the Batmobile doesn’t break down mid-high-speed chase)
🏰 Take care of the mortgage payments at Wayne Manor
💡 Pay the (probably crazy-high) electric bill

So - who keeps the lights on in the Batcave so Batman can focus on what he’s best at?

🧓🏼 His trusty butler Alfred, of course

Even a billionaire like Batman 🦇 has limited time and energy – and he needs someone to take care of those little behind-the-scenes details for him.

(Seriously – he should be out fighting The Joker 🤡 not picking up his dry cleaning, amiright?)

Same goes for you and your business! (I know, it’s a silly example, but I’m 100% serious!)

🦹🏻 You’ve got billable work to focus on
🏙️ A company to grow and employees to lead
💥 New clients and revenue streams to pursue

Are you really going to spend a whole weekend fighting with 37 out-of-date Excel spreadsheets?

Or a whole afternoon trying to fix 6 months of accidental duplicate transactions in Quickbooks?

Seriously - that’s just as silly at Batman changing the oil in the Batmobile. 🦇🏎️

🧓🏼 And even though Alfred is a fictional character – great bookkeepers (like me!) are not

Stop worrying about:

💰 Keeping financial data up to date
💰 Figuring out what’s tax-deductible (and what isn’t)
💰 If a client (or vendor) payment is past due
💰 And more!

And leave that all to me – your friendly financial butler 😜

Seriously – I handle this stuff all the time for my clients so they can focus on their growth and profits with more time and less stress 🏖️

And I’d love to do the same for you.

So stop changing the oil – and get back to saving Gotham – by scheduling a free call today.

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

07/13/2022

So … was that business lunch you paid for yesterday ACTUALLY tax-deductible? Or not at all? Or, uh, maybe just partially … ? 🤔

Don’t worry – after MULTIPLE changes to the tax law in the past three years, it’s understandably confusing. Here’s why:

👆 In 2018, the “Entertainment” part was removed from the tax-deductible “Meals + Entertainment” category

What does that mean? If you take your client to the golf course, the lunch is deductible - but the time on the course? That’s on you 🏌️

✌️ Then, in December of 2020, a temporary change was passed to help restaurants recover from Covid – and now anything you purchase from a restaurant in 2022 is 100% deductible

What does that mean? If you met a client for spaghetti at the local Italian restaurant in 2020 🍝 it would only be 50% deductible.

But - ! If you eat that same spaghetti with the same client in that same restaurant in 2022 🍝 now that meal is 100% deductible.

See? It’s confusing! 🤪

But here’s a quick list to help you tell at a glance if your food expense is 0%, 50% or 100% deductible

NOT DEDUCTIBLE
❌ Buying Starbucks just for yourself on the way to work
❌ Your spouse or friend, or your client’s spouse or friend, at a business dinner

50% DEDUCTIBLE
✂️ Office snacks
✂️ Treating less than 50% of the employees to a non-restaurant meal (Ex: cold sandwiches from grocery store)
✂️ Non-restaurant meal with a client

100% DEDUCTIBLE
💯 Company-wide party
💯 Anything for clients or workers from a restaurant (in 2021 and 2022)

But again – make sure to talk to your bookkeeper/accountant to be 100% sure!

(And, of course, if parsing out the different tax reimbursement rates of your business meals isn’t something you really wanna deal with 😉 feel free to skip the article and schedule a call today.)

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

06/16/2022

Do you still DIY all of the bookkeeping and financial tracking in your business in order to “save money”?

If you do … did you know that paying to hire a bookkeeper can actually result in MORE money for your business?? 🤔

I know, it sounds counter-intuitive - but it’s true, and I can prove it!

Let’s break it down by the numbers (my favorite way! 🤓)

💵 Let’s say that, in your business, you bill your time at $100/hour

🤓 Meanwhile, you’ll only need to pay a bookkeeper [$50/hr / or insert your current hourly rate and adjust the math as needed] to do the bookkeeping for you

💵 Now let’s say you’re spending 4 hours on bookkeeping every month – now, that means you’re paying $400 for your bookkeeping, right? (Since, after all, you aren’t billing that time out to your clients!)

🤓 Now, think about that $50/hr bookkeeper again– if they worked 4 hours on your bookkeeping at half the rate … it’s half the cost! ($200)

🤓 BUT WAIT - not only is the bookkeeper cheaper than you, but because she’s an expert, she’s FASTER, too! So what takes you 4 hours to DIY, she can do in just 2 hours (so now the cost is down to just $100!)

😮 Just like that, you’ve already cut your bookkeeping costs by 75%!

AND guess what? While they’re doing the bookkeeping, that means you get to bill your 4 hours to clients instead – which means $400 MORE dollars in your bank account.

And guess what? That means, after paying the bookkeeper $100, you have a net PROFIT of $300! 😱

𝙇𝙚𝙩 𝙢𝙚 𝙧𝙚𝙥𝙚𝙖𝙩 𝙩𝙝𝙖𝙩 𝙤𝙣𝙚 𝙢𝙤𝙧𝙚 𝙩𝙞𝙢𝙚

Instead of LOSING $400 by doing your own bookkeeping

You’re GAINING a net profit of $300 by hiring someone else.

🤯🤯🤯

And don’t even get me started on how bookkeepers can save you even MORE money on:

💰 Avoiding bookkeeping mistakes (and tax fines)
💰 Capturing more of your tax-deductible expenses
💰 And more

So before you say again, “I’m not sure I can afford a bookkeeper” ….

… Maybe, in reality, you can’t afford to NOT hire a bookkeeper 😬

So if you’re ready to start netting a profit on your business bookkeeping – just let me know.

I help all of my clients do this exact same thing – and I’d love to help you too!

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

06/14/2022

When it comes to tracking your business finances, can you get away with using spreadsheets in Microsoft Excel or Google Sheets? … Or is it better to use an accounting software option, like Quickbooks?

Honestly? It really depends on the size and type of your business.

Curious if Excel could work for you? Here’s some of the pros and cons of using it for your business bookkeeping:

PROS

👍 Lower Cost

As a business owner, it’s important to find cost-effective solutions - and nothing is more cost-effective than free! (You can set up a free Google account to use Google Sheets)

👍 Higher Awareness

Lack of automation will force you to do regular check-ins on your finances, which can lead to a better understanding of your business

👍 Small-Business Friendly

If you have a small business with uncomplicated finances, you can use a simpler type of bookkeeping called “single entry”, which Excel can handle
CONS

❌ Not Big-Business Friendly

If your business has lots of transactions or you have more complex financial statements, you’ll need double-entry bookkeeping, which is beyond Excel’s abilities

❌ More Time and More Errors
Excel doesn’t do automation, so you’ll have to manually type everything in. Not only does that take longer, it’s more error-prone (which is bad at tax time!)

❌ Difficult to Share Access

Which one sounds easier? A centralized accounting software with separate login credentials? Or 53 emails between you and your accountant as you send attachments and share 17 different Google Sheets?

(BTW Just check out the article below if you want more helpful info on how to bookkeep with spreadsheets! 👇)
https://loom.ly/oVOqw7o

Still not sure if Excel will work for you or not? Then feel free to reach out ❤️ I’d be happy to discuss your specific business needs and help you figure out the best option for you and your business!

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

05/19/2022

Did you know that your business bookkeeping is just like a piece of IKEA furniture? 🪑

I’m serious, it’s 100% true!

But I’m sure you’re wondering how I can compare your bank transactions and expense receipts to Swedish furniture, right?

So let’s think about one of those IKEA dressers – either a sleek 3-drawer Koppang in glossy white, or maybe a warm 5-drawer Bjorksnas in oak. The model doesn’t matter too much, as long as it helps you keep your clean clothes organized, right?

So - what happens after you decide to buy that nice new Biorksnas in the showroom?

You go down to the storeroom to buy the unassembled kit 📦

And now you have to bring it home, pray all of the allen wrenches and screws are included and assemble it.

You bought it for a specific purpose – to organize your clothes and help you always find your favorite shirt (instead of digging through piles on the floor).

You didn’t just buy it to sit in the corner as a box of loose screws and particle board, right? It’s absolutely useless like that – but, with a little assembly, it can organize your whole wardrobe! 👕🧦🩲🩳

And THAT is how a Bjorksnas IKEA dresser is just like your business bookkeeping

Has it been a while (maybe a long while) since you’ve checked into your Quickbooks account? Maybe you can’t even remember the last time you reconciled a bank statement or ran a financial report? 😬

If that’s the case, you never assembled that Bjorksnas IKEA dresser!
Because I promise you, your business finances are NOT just a useless box of loose screws 🔨 With a little assembly, your business bookkeeping becomes FAR more useful than that Swedish chest of drawers. When your bookkeeping is “assembled” and up to date:

💰 You can respond to unpaid invoices faster – and therefore get paid faster

💰 You can see which of your products are the most profitable – and create new strategies around them

💰 And if there comes a day when you need financing or a business loan, you’ll be ready at a moment’s notice to apply with whatever information the bank requires

All of which is WAY more important than keeping your socks and underwear separate 😉 🩲

Moral of the story? Make sure you take the time to assemble that Bjorksnas dresser!

But even if you don’t have time to “assemble” or catch up on your bookkeeping – guess what? Just like IKEA has an assembly service for their furniture, I can help you “assemble” your bookkeeping 😉

No more fiddling with Quickbooks or panicking at tax time – just all of the financial information you need, neatly organized and clearly showing you how to keep your business growing and happy!

Just reach out today if you need help with assembly – I’ve definitely got room for one more chest of drawers! 😉

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

05/17/2022

Is your business on Shopify – and growing? If it is, lemme guess:

😵 You thought having an online store would be an easy way to make money from home … until you actually started doing it, and then learned about all those transaction fees and crazy sale tax laws.

🤩 THEN you got excited when you heard that Shopify and Quickbooks integrate and sync automatically (surely THAT will solve all those weird transaction problems, right?) …

😩 … But then, somehow, the automation just made everything WORSE. (Why in the world aren’t the Shopify sales matching the Quickbooks transactions??)

Don’t worry, you’re not the crazy one 😜

E-commerce business models are relatively new and unusually complicated, from an accounting standpoint – so the technology hasn’t quite caught up 😬

So if you want to keep growing your Shopify store right – without pulling your hair out or being utterly clueless about your finances - you’ll have to pick a work-around.

You can either keep it simple and go manual, or use a 3rd-party app

(1) GO MANUAL
Seriously, shut off any automations between Quickbooks and Shopify. Then, once a week, run two reports in Shopify: a Payout report and a Finances Summary report. Then, with the help of the attached article 👇, you’ll create a manual journal entry in Quickbooks.

https://loom.ly/Ir4pHi0

(This is a good strategy for smaller volume businesses with tight budgets, who aren’t planning to scale up right now)

(2) 3RD PARTY AUTOMATION TOOL (A2X)
If your business is growing, and you know that you can’t scale up doing manual entries, then you’ll want to look into a 3rd-party integration tool called A2X

It still requires some careful set-up and mapping, but it does a much better job translating information between Shopify and Quickbooks (and starts at only $19/month!)

But, either way, in the article below, you’ll learn how to tame the wild beast that is Shopify bookkeeping!

Or, if wrangling automations between 3 financial programs doesn’t sound like your idea of fun 🤣 then just reach out!

I help handle this stuff all the time for my clients (so they don’t have to mess with it). And I’d love to help you, too!

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

I love helping e-commerce sellers tackle some of their biggest bookkeeping questions and challenges with QuickBooks Online. One of the basics that Shopify sellers need to know is how to record Shopify sales in QuickBooks Online. This can be

05/11/2022

Listen – I never said that you CAN’T do it...

I just said that, maybe, just maybe … you didn’t start your business to become a part-time bookkeeper.
📝 Or a part-time copywriter
📱 Plus a social media manager
💻 And a graphic designer
☎️ Oh, and a salesman, too.

(Seriously – after doing all of that, what time is left for you to work on your actual business? 45 seconds a day, maybe??)

Now I know that, if you really wanted to, you could become a really stellar bookkeeper. After all, you’re smart and hard-working, right? You’re totally capable!

📚 For starters, you can easily read through “Bookkeeping for Dummies” (after all, it’s only 359 pages)

📊 After that, you can also get certified in Quickbooks, just to make sure you understand how to apply everything (after all – the certification course only takes about 12 hours to get through before you take the final test)

👩‍🏫 And I know you’re definitely smart enough to ace any intensive bookkeeping courses out there (I hear that the Bookkeeper Business Launch only takes 3 months and only costs $2,500!)

Again – I know you’re more than smart enough to learn all of this.

But the question isn’t about how smart you are …

… It’s about WHY you started your business in the first place and HOW you want to spend your precious energy and limited time.

And I’m guessing that “12 hours getting certified in Quickbooks Online” doesn’t even crack the top 10 😉

If you want to keep growing your business – and doing more of the things you ACTUALLY want to do – you’re going to have to give up doing EVERYTHING yourself.

You just don’t have the time ⏰

And you’ll need to start hiring people who are already experts in things like graphic design … or bookkeeping.

For example - someone like me:

🎓 Has their MBA in accounting
🤓 Am Quickbooks certified
💼 Has also been running her own business with her husband and friends since 2016!

So if you’re ready to stop being a jack of all trades, and start spending more time in your zone of genius (and joy!) … just reach out. I’d love to help you, just like I help the rest of my clients every single day.

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

05/09/2022

If only your business finances came with a spellcheck function or double-checker, right? Because sometimes … you’re not 100% sure you’re doing it right …

… Or how much it will hurt at tax time 😬 🤯

In case you aren’t sure, here are 3 of the most common bookkeeping mistakes I see, and how to start correcting them today:

(1) YOUR BUSINESS AND PERSONAL FINANCES AREN’T SEPARATE
If you don’t have a separate business bank account, STOP reading this post right now and go set one up!

Here’s how:
🏦 Purchase an LLC for your business
🏦 Register for an EIN (it’s free through the IRS)
🏦 Set up a business bank account with its own debit or credit card

(2) YOUR BOOKKEEPING IS OUT OF DATE
It’s important to update your financial records every month (at a minimum) in order to get an accurate idea of where your business is – and how to keep making it better:

So here’s how to get back up to date:
📊 In your financial software, check when you last reconciled your bank accounts (if ever)
🧾 Print and gather up all your receipts, invoices, loan documents, and bank statements back to that date
📆 Book an appointment on your calendar to sit down and catch up on your finances (or hire a bookkeeper to do a one-time catch-up job for you)

(3) YOU NEVER RUN THE 3 KEY FINANCIAL REPORTS
💵 Profit + Loss Report (Are you making or losing money?)
💵 Cash Flow Report (Do you have enough money to pay your bills this month and next month?)
💵 Balance Sheet (What is the total value of your business at this exact moment in time?)

Even if your numbers are updated on a daily basis, you still need to run these reports to interpret those numbers into real-world business strategies!

(BTW – I’ve attached a helpful article with more tips below 👇)
https://loom.ly/TT1wInQ

And, of course, if you don’t feel like keeping up with the never-ending grind of bookkeeping work – or the nagging worries that you’re doing something wrong – just reach out. I’d love to help you get your books up-to-date, accurate, solid, and stress-free – just like I do for the rest of my clients😉

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071

04/27/2022

So when you get that tiny receipt from the parking garage, what happens to that postage-stamp-sized piece of paper?

Do you manage to save, file, and get a tax deduction on every single one?

Or, like most people, does it end up lost in the bottom of your car cup holder … or getting washed in the pocket of your jeans, right along with that client lunch receipt for $117.87?

With the right expense app, you can (literally) stop washing away your tax deductions and organize your expenses simply by taking 30 seconds to upload an image to your smartphone 📱

Sound like something you need? Here’s a few of my favorites to help get you started:

🤩 BEST OVERALL EXPENSE APP – EXPENSIFY

Not only does it have smart-scan technology (eliminating the need to type in the data), it even helps you track your mileage, too. It also works with most financial programs (like QBO) and has easy apps for both Android and iOS.

📚 BEST FOR CATCHING UP ON A BIG PILE OF HARDCOPY RECEIPTS – SHOEBOXED

While Shoeboxed also has the same core features (smart-scan tech, app for both iOS and Android, and exports to QBO) the real magic here is their “Magic Envelope”. Have a great big pile of printed receipts, and no time or desire to sort it all? You can mail it all in to them – and they’ll take care of the scanning and data entry!

✈️ BEST FOR HANDLING FOREIGN CURRENCIES – ABUKAI

Do you travel internationally a lot for your business? Then Abukai may be the tool for you! It still includes the same great core features as the other two, but does especially well with foreign currencies, languages and conversions on receipts.

And, if you already have a financial software (like Quickbooks or Wave), make sure to double-check the features of the related app. Most of them already have built in receipt-capture scanners, without needing to sign up for an additional tool!

(And, in case you want to learn more about what options are out there, I attached a helpful article below 👇)

https://loom.ly/d6Xnm8w

And, of course, if comparison shopping 🛍️ receipt scanning apps sounds like the LAST thing you wanna do 😜 just reach out! I handle expense management and receipt tracking for my clients all the time – and I’d love to help make this process stress-free for you, too!

Get on my calendar: https://bit.ly/3k9n2kZ
or send me an email: [email protected]
or text/call: 267-219-7071