Angela Florendo
Certified Xero & QuickBooks Bookkeeper for small businesses
New to Contra
Angela is ready for their next project!
A CRM and accounting software can both contain information about the same customer, while serving very different purposes.
GoHighLevel might show:
Lead → Appointment → Opportunity → Customer
QuickBooks or Xero might show:
Invoice → Payment → Deposit → Reconciliation
When these...
A Profit & Loss report can look perfectly reasonable while the books still need attention.
That’s why reviewing the P&L is only part of the process.
I also like to look at questions such as:
Are old invoices still sitting in Accounts Receivable?
Are payments recorded correctly?
Are...
A lot of automation content focuses on getting leads.
I think the more interesting part starts after the lead says yes.
Once someone becomes a client, several things may need to happen:
→ Move the opportunity to the right pipeline stage
→ Send the welcome email
→ Deliver the intake...
Subscriptions are easy to forget because the payments happen automatically.
$15 here.
$49 there.
Another $99 for software nobody remembers signing up for.
For a small business using several online tools, those recurring charges can quietly become a meaningful monthly expense.
This is...
I had a client whose GHL called it "Monthly Marketing Package." Stripe called it something else. QuickBooks had a third name for the same transaction.
Reconciling that took longer than it should have, not because the bookkeeping was hard, but because nobody agreed on what to...
