Jody Linick

Member Since: Aug 10th 2015

Columnist

Recognition

Thanks: 15

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

May 15th 2020

Facts About COVID-19 Bookkeeping and the CARES Act SBA EIDL Grant

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

Covid-19 Bookkeeping Part II: Recording PPP Loan Activity Without Another Bank Account

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

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 SBA EIDL Application

One financial option to serve your struggling small business clients that seems particularly attractive to some is the Small Business...

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 Goes Wrong Between Bookkeepers 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

Mar 28th 2018

4 Tips to Handling Bookkeeping Client Issues

Bookkeeping professionals often find themselves in situations where you and the client are in disagreement. When these cases arise, who...

Bookkeeping

Feb 21st 2018

How to Avoid Dead Bookkeeper Syndrome

Dead Bookkeeper Syndrome is a term I have coined to describe the situation of a company’s bookkeeper suddenly disappearing or dying. During...

Bookkeeping

Oct 27th 2017

10 Ways Bookkeepers Can Help Prevent Fraud in Small Businesses

How would you feel if $40K in cash went unrecoverable with one of your small business clients? I met this week with my monthly bookeepers...

Bookkeeping

Aug 21st 2017

Is a PEO Right for Your Clients?

Earlier this year, one of my clients informed me they were changing payroll providers, mid-quarter. As we started a discussion of why it is...

Clients

Facts About COVID-19 Bookkeeping and the CARES Act SBA EIDL Grant

Covid-19 Bookkeeping Part II: Recording PPP Loan Activity Without Another Bank Account

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

Covid-19 Bookkeeping and the SBA EIDL Application

Dealing With Vendor and Customer Data Fields in QuickBooks Online

What Goes Wrong Between Bookkeepers and CPAs

4 Tips to Handling Bookkeeping Client Issues

How to Avoid Dead Bookkeeper Syndrome

10 Ways Bookkeepers Can Help Prevent Fraud in Small Businesses

Is a PEO Right for Your Clients?

Identifying Duplicate Values in an Excel List

Red Flags Clients are Living Beyond Their Means

Sales Tax Issues Beverage Clients Should Know

Upcoming Events