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Latest articles from Skyplex Management

A Cleveland bakery owner and bookkeeper find a duplicate transaction while reconciling DIY accounts.

Risks of DIY Small Business Accounting and When to Get Help

Explore the risks of DIY small business accounting, where software falls short, and when expert support can protect tax records, cash flow, and decisi...

· 17 min read
Medina shop owner and outsourced bookkeeper reconcile a cash shortage beside a retail till

Consequences of Poor Bookkeeping for Costs, Cash, and Trust

Explore consequences of poor bookkeeping, including cash flow gaps, tax issues, weak decisions, and lost trust, with practical steps to improve record...

· 17 min read
A Cleveland bookkeeper matches a customer check to an invoice for accounts receivable.

Accounts receivable: How to manage payments and collections

Learn how to manage accounts receivable effectively with clear terms, accurate invoices, payment matching, and timely follow-up to protect cash flow t...

· 18 min read
How to Fix Miscategorized Expenses in QuickBooks Online

How to Fix Miscategorized Expenses in QuickBooks Online

Learn how to fix miscategorized expenses in QuickBooks, correct transactions individually or in batches, review rules, and protect your bookkeeping re...

· 16 min read
Migrating from Spreadsheets to Accounting Software and What Changes

Migrating from Spreadsheets to Accounting Software and What Changes

Learn what changes when migrating from spreadsheets to accounting software, from data cleanup and account mapping to import checks and reliable report...

· 17 min read
How to Switch Accounting Providers and Plan the Handover

How to Switch Accounting Providers and Plan the Handover

Learn how to switch accounting providers with a planned overlap, secure records, transfer balances, and coordinate a smooth handover with less disrupt...

· 18 min read
What Documents Do I Need for a Bookkeeper? How to Prepare

What Documents Do I Need for a Bookkeeper? How to Prepare

Wondering what documents do I need for a bookkeeper? Use this checklist to gather financial, payroll, tax, and business records and organize a smooth...

· 16 min read
Onboarding With a New Accounting Service: What to Prepare

Onboarding With a New Accounting Service: What to Prepare

Plan onboarding with a new accounting service using a checklist for financial records, secure software access, clear expectations, and a smooth handof...

· 17 min read
How to Vet a Fractional Controller for Your Business

How to Vet a Fractional Controller for Your Business

Learn how to vet a fractional controller by assessing close processes, financial controls, industry fit, systems knowledge, and references before you...

· 16 min read
Red flags in an accounting service proposal that affect costs and scope

Red flags in an accounting service proposal that affect costs and scope

Spot red flags in an accounting service proposal before you sign. Learn how to assess scope, fees, staffing, communication, and access to your financi...

· 17 min read
Questions to Ask a Potential Bookkeeping Service Before Hiring

Questions to Ask a Potential Bookkeeping Service Before Hiring

Discover essential questions to ask a potential bookkeeping service before hiring. Clarify scope, software, communication, and reporting to find the r...

· 17 min read
How to Choose an Outsourced Accounting Firm That Fits Your Needs

How to Choose an Outsourced Accounting Firm That Fits Your Needs

Learn how to choose an outsourced accounting firm that fits your business needs. Compare services, security, pricing models, and team qualifications t...

· 17 min read