The Overman Overview

We’re rebranding Overman Bookkeeping as Grace & Growth Financial Services to reflect our expanded services. Read our latest article to learn why we’re changing and what clients can expect next.

It’s a question many small business owners ask: If QuickBooks can do so much, do I really need a bookkeeper? The honest answer is — sometimes yes, sometimes no. QuickBooks is an excellent tool, and for very small or straightforward operations, it might be all you need. But in our experience, most small businesses benefit from having a bookkeeper, even if it’s just someone checking in on the books once or twice a year. If you already have someone handling bookkeeping internall

QuickBooks Online has a good array of standard reports, and those reports can be customized to produce some amazing data. However, sometimes a client wants to track data that doesn’t exist in QBO. For example, some of our clients use software outside of QBO to bill their services. In those cases, many small business owners turn to Excel to track payroll, expenses, or sales. But adding numbers manually (or filtering and summing repeatedly) takes time. That’s where the SUMIF  f