Jody Linick

Member Since: Aug 10th 2015

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Bio

Jody Linick, an AIPB Certified Bookkeeper, QuickBooks Certified Pro Advisor and member of the Intuit Trainer/Write Network, heads up FitBooksPro which specializes in helping professional services providers set business goals, and using the tools available in QuickBooks Online, to manage performance tracking of goal achievement.

Jody Linick

Owner FitBooks Pro

Jun 10th 2021

How to Enter PPP Forgiveness Into QuickBooks

The Consolidated Appropriations Act 2021 (CAA 2021), which was passed on December 27, 2020, provides many of the answers the country was...

Bookkeeping

Mar 30th 2021

Five Tips for Disengaging With a Client

Issues with clients often happen, but when it becomes disruptive to a positive working relationship, it is usually best to move on and...

Clients

Nov 20th 2020

The New IRS Form 1099-NEC Summarized

In recent years, non-employee compensation was reported in Box 7 of the 1099-MISC form, that box now goes away. Instead, the 1099-NEC form...

Business Tax

May 15th 2020

What Bookkeepers Should Know About CARES Act EIDL

First off, the CARES Act EIDL Grant is an emergency grant of up to $10,000, up to $1,000 per employee. Sole proprietors, for example,...

Bookkeeping

Apr 27th 2020

Recording PPP Activity Without a Separate Account

In Part I of this discussion, we focused on how to post PPP loan funds into your accounting software if there is a separate bank account...

Bookkeeping

Apr 21st 2020

Covid-19 Bookkeeping Part 1: How to Properly Record PPP Loans and Spending

For this article, I have teamed up with my colleague Diana Cohn of Corner Office to detail ways to book income and expenses related to the...

Bookkeeping

Apr 14th 2020

Covid-19 Bookkeeping and the EIDL Application

One financial option bookkeeping services can do to serve your struggling small business clients that seems particularly attractive to some...

Clients

Oct 28th 2019

Dealing With Vendor and Customer Data Fields in QuickBooks Online

In my experience, clients may usually set up new Customer or Vendor records directly from the bank feed in QuickBooks Online, once they see...

Accounting Software News

Apr 26th 2018

What's Between Bookkeeping Professionals and CPAs?

Now that we are through tax season, I have some thoughts about bookkeeper interactions with their client’s CPAs/tax preparers. This...

Bookkeeping

Top 10 Questions to Ask a Potential Client

How to Enter PPP Forgiveness Into QuickBooks

Five Tips for Disengaging With a Client

The New IRS Form 1099-NEC Summarized

What Bookkeepers Should Know About CARES Act EIDL

Recording PPP Activity Without a Separate Account

Covid-19 Bookkeeping Part 1: How to Properly Record PPP Loans and Spending

Covid-19 Bookkeeping and the EIDL Application

Dealing With Vendor and Customer Data Fields in QuickBooks Online

What's Between Bookkeeping Professionals and CPAs?

Auditing Challenges and Changes Post-Pandemic

5 Ways to Duplicate Worksheets in Excel

Display Times as Hours/Minutes in Excel

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