Pinnacle Bookkeeping LLC

Pinnacle Bookkeeping LLC 📍 Virginia-based, serving clients across the U.S. Bookkeeping and payroll solutions for growing organizations, municipal sectors, and privately held businesses.

I am not the creator of these amazing bookkeeping posts (MARKETING for BOOKKEEPERS & ACCOUNTANTS is the very best) but H...
09/01/2026

I am not the creator of these amazing bookkeeping posts (MARKETING for BOOKKEEPERS & ACCOUNTANTS is the very best) but Happy Fall to all! It’s the best season of the year 🍁 ☀️ 🎃

Old balances in accounts like Suspense, Uncategorized Income, Uncategorized Expense, or Uncategorized Asset are usually ...
08/17/2026

Old balances in accounts like Suspense, Uncategorized Income, Uncategorized Expense, or Uncategorized Asset are usually a sign that something needs attention.

Here’s what to do:

- Run a report for the account and review all transactions.
- Open each transaction to identify the vendor, customer, or bank activity.
- Reassign the transaction to the correct income, expense, asset, or equity account.
- Reconcile your accounts to confirm your books are accurate.

These issues are more common than you think, and they can affect your Profit & Loss, Balance Sheet, and the accuracy of your tax return.

That’s why it’s important to review and clean up your books regularly.

Have questions? Drop them in the comments below.

Save this post for later and follow for more practical bookkeeping, business, and money tips to help keep your business finances organized.

A business loan is not income. It’s a liability that you’ll repay over time.Here’s how to record it correctly:1. Create ...
08/13/2026

A business loan is not income. It’s a liability that you’ll repay over time.

Here’s how to record it correctly:

1. Create a loan liability account.

Set up a Long Term Liability or Other Current Liability account (depending on the loan terms).

2. Record the loan deposit.

When the loan funds are deposited into your bank account, categorize the deposit to the loan liability account, not income.

3. Record your loan payments correctly.

Each payment includes:

- Principal, which reduces the loan balance
- Interest, which is recorded as an interest expense

4. Reconcile your loan account regularly.

Compare your QuickBooks loan balance to your lender’s statements to ensure they match.

5. Keep all loan documents.
Save your loan agreement, payment schedule, and monthly statements for your records.

Recording business loans correctly helps keep your Balance Sheet accurate, your financial reports reliable, and your books tax ready.

Need help cleaning up your books or reviewing your QuickBooks?

Book a call using the link in our profile, or comment “books” below to learn more about our bookkeeping services.

✨ Three ✨ years in business 🎉 Thankful for the opportunity to support fantastic clients!
08/07/2026

✨ Three ✨ years in business 🎉

Thankful for the opportunity to support fantastic clients!

We help business owners:- Clean up messy bookkeeping- Correct bookkeeping errors- Reconcile bank and credit card account...
08/04/2026

We help business owners:

- Clean up messy bookkeeping
- Correct bookkeeping errors
- Reconcile bank and credit card accounts
- Prepare accurate financial reports
- Keep your books tax ready year round

The sooner your books are cleaned up, the sooner you’ll have confidence in your numbers and make better business decisions.

Ready to get your business back on track?

Book a call using the link in our profile or comment “books” below to learn more about our cleanup and monthly services.

The two are more connected than you might think.A personal budget can help you:- Understand how much you need to pay you...
07/16/2026

The two are more connected than you might think.

A personal budget can help you:

- Understand how much you need to pay yourself

- Plan for tax payments

- Know when you can reinvest profits back into your business

- Prepare for slow months in business

- Make better financial decisions

Your business budget matters.

But your personal budget matters too.

Do you currently use a personal budget alongside your business finances?

Book a call using the link in our profile or comment “books” below to learn more about our services.

What You Get With Our Service Packages- Accurate, reliable and up-to-date bookkeeping- Monthly financial reports- Ongoin...
07/10/2026

What You Get With Our Service Packages

- Accurate, reliable and up-to-date bookkeeping

- Monthly financial reports

- Ongoing support when you need it

- Better visibility into your numbers

- More time to focus on growing your business

- Less stress during tax season

Whether you need monthly bookkeeping, a cleanup project, payroll support, or accounting services, we’re here to help.

Ready to take bookkeeping and business finances off your to-do list?

Book a call using the link in our profile or comment “books” below to learn more about our services.

This year marks the 250th anniversary of the United States, honoring the courage, vision, and determination that helped ...
07/04/2026

This year marks the 250th anniversary of the United States, honoring the courage, vision, and determination that helped shape our nation.

Today we celebrate freedom, opportunity, and the hard work that helps build strong communities and businesses.

We hope you enjoy some well-deserved time to relax and celebrate.

The small financial habits you build in your business today can create a much stronger foundation long term!- Reviewing ...
06/15/2026

The small financial habits you build in your business today can create a much stronger foundation long term!

- Reviewing financial reports monthly
- Staying consistent with bookkeeping
- Planning ahead for taxes
- Separating business and personal expenses

What’s one business money green flag you are proud of right now?

Cleanup work still requires real human review and expertise.QuickBooks cleanup requires:- Accuracy- Investigation- Accou...
06/11/2026

Cleanup work still requires real human review and expertise.

QuickBooks cleanup requires:

- Accuracy
- Investigation
- Accounting understanding
- Human judgment

Where AI does help:

- Scanning receipts
- Suggesting transaction categories
- Matching simple transactions

If your books are messy, behind, or not making sense, getting professional support can help you clean things up properly and move forward with confidence.

Book a call using the link in our profile or comment “books” below to learn more about our services.

Address

Roanoke, VA
24011

Opening Hours

Monday 10am - 3pm
Tuesday 10am - 3pm
Wednesday 10am - 3pm
Thursday 10am - 3pm
Friday 10am - 3pm

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