Jody Linick

Member Since: Aug 10th 2015
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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.
Owner FitBooks Pro
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
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 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
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