Better Bookkeeping Buzz
Quick tips, business trends, and financial "buzz" to keep your business on track.
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 Today marks the 100th anniversary of the passage of the 19th Amendment to the U.S. Constitution, granting women the right to vote. Women's Equality Day, as it has come to be known, is a day to celebrate and honor the obstacles and achievements women have made in the fight for gender equality.
"I am especially proud of the amazing women who work here at Capri Bookkeeping Solutions! This talented group of women are not just savvy finance professionals; they are dedicated mothers, caring friends, community advocates, committed leaders, and everyday influencers in business and beyond. These women are at the core of Capri Bookkeeping Solutions and have my continued support. I advocate for creating a supportive, gender-inclusive environment in the present and future." – Founder and CEO, Ethan Capri In honor of Women's Equality Day, we sat down with a few of the Women of Capri to get their perspective on this important day: Q. What woman inspires you and why? Andrea: "Erin Andrews and Sam Ponder inspire me. Both are sports broadcasters that broke through a predominately male industry and are succeeding in their endeavors." Natalie: "My biggest inspiration will forever be my mom who is no longer with us. My mom built up a family and established herself, even though she came here from Russia and did not know the language. She worked hard and moved up the ladder. Her strength and drive has always motivated me and I always aspire to be like her." Q. What is one piece of advice you would give to women or girls in the workplace? Andrea: "Be willing to work hard at your job, have a positive attitude, work well with others and support your co-workers." Natalie: "Women should always uplift other women! A lot of the time I see women put each other down or be competitive. In the workplace, we should always offer a kind word of encouragement to each other. We are all ROCKSTARS. A simple compliment or kind act can always go such a long way!" Q. What aspects surrounding equality have you seen shift in the workplace, specifically since you started your career? Andrea: "There are many more women succeeding in management and leadership roles today. It's wonderful to see how far we've come!" Natalie: "Seeing more woman in charge. More woman are owning companies and hold CEO positions. I think woman are showing true drive and power– it's amazing!"
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 Whether you're just starting out or have been in business for some time, it's best to have both a bookkeeper and an accountant to help you manage and navigate your finances. There's a misconception that bookkeeping and accounting are the same things, but a bookkeeper and accountant have two different roles and responsibilities within your business.
Today we'll explain how bookkeepers and accountants work together to maximize your business. Better Support While some responsibilities overlap between bookkeepers and accountants, many don't. Your bookkeeper can advise on your chart of accounts, current expenditures, and more while your accountant will have her eye on your business's financial condition and overall performance. With both, you'll have the additional support of two professionals working in tandem. Collaboration Bookkeepers, like our team at Capri, work with Accountants daily to ensure business operations are running smoothly and financial opportunities are maximized. The ongoing partnership between bookkeepers and accountants make business decisions, tax season, and unforeseen setbacks easier to handle. Checks and Balances When you work with BOTH a bookkeeper and an accountant, you have two sets of eyes on your business. You also benefit from a team of professionals handling your finances throughout the whole life-cycle of your profits and expenditures. That means better efficiency, problem-solving and more checks and balances for you.
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Getting to Know Our Clients7/22/2020  We know that every business is unique, so we build individual bookkeeping support solutions for our clients based on their own business needs and budget. Our goal is to help small business owners succeed holistically. To achieve lasting results, we know that building sustainable relationships and gaining a better understanding of their business is essential.
Here's a look at how we get to know our clients: #1 Research Whether a potential client has been referred to us or found us online, we always do initial research before the first meeting! Our team will do a deep dive online to get to know their business, including the industry, service areas, and operations. #2 Initial Meeting: In-person (or Virtual) The initial meeting is an important one! We believe that the key to the best professional relationships is mutual respect and understanding. We'll listen to our potential clients' business goals, mission and learn more about what's important to them. #3 Get Informed Access to current financial records is the first step after on-boarding with us. A Capri Bookkeeping Team will work inside a client's business to organize and analyze all the financial information. #4 Partner with Your Finance and Business Team Once we've accessed the information needed to get started, we'll partner with our clients' accountant and any other professionals handling their finances to streamline their business and maximize their finances. #5 Weekly or Monthly Meetings Cultivating a conversation and checking in with our clients is one of the best ways to keep them informed and move their business forward. We believe in taking a proactive approach, so we'll identify and make recommendations each time we meet. Building a better working relationship that is based on mutual respect and understanding is vital to us! This not only allows us to understand your business better, but it lets us initiate and make proactive suggestions to maximize your business, so you're poised for growth. If you're interested in working with us, email our Founder and CEO, Ethan Capri at ethan@capribookkeepingsolutions.com.
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 As businesses begin to reopen safely and keep team members and customers healthy and informed, small business owners are facing numerous new questions and unprecedented challenges. We’ve compiled a list of guidelines, small business advice, checklists and resources to help you make safe decisions as you begin your journey to rebuilding your business.
Small Business Loan Guidance: COVID-19 Small Business Guidance & Loan Resources: Human Resources: Workest HR Workspace Checklist Digital Resources: US Chamber of Commerce Digital Resources Center NJ Government Guidelines: Information and Guidelines for NJ Business COVID-19 Advice for Entrepreneurs: Protecting Your Business Small Business Forecast Predictions for the Future of Small Business Have questions about your books or your business? We can help! Feel free to reach out today. |
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