Winkelman Bookkeeping

05/05/2026

Happy Small Business Week! 🎉

You don’t have to have everything figured out to keep moving forward. That’s where I come in.

Whether you need full support, a quick cleanup, or just someone to answer your questions. I’m here for you, when and how you need it.

No pressure. Just support. 🤍

04/22/2026

Happy Earth Day from Winkelman Bookkeeping 🌎

Taking care of what matters—your business, your numbers, and the world around us.

03/17/2026

Everyone have a happy and safe St. Patrick's Day!

"May your blessings outnumber the shamrocks that grow"

-Winkelman Bookkeeping

01/19/2026

Honoring Martin Luther King Jr. today.

Here’s to dreaming big, building wisely, and creating businesses that support the future we want.

01/01/2026

Wishing you a Happy New Year from Winkelman Bookkeeping!

Cheers to a prosperous and stress-free 2026!

10/31/2025

👻 Happy Halloween from Winkelman Bookkeeping!

Whether you're out trick-or-treating with the kids, handing out candy, or staying cozy at home, we hope your day is filled with laughter, treats, and a little bit of spooky fun.

🎃 Stay safe tonight, watch for little ghosts and goblins, and enjoy the magic of the season!

10/28/2025

CYBERSECURITY!

If someone has access to your financial data, they should be guarding it like it’s cash. Because to a cyber-criminal, it is.

Want to know what should be in place?

I made a quick, printable checklist so you can ask the right questions next time you hand over sensitive info.
📄 Grab the free checklist

10/24/2025

10/21/2025

📌HOW TO INTEGRATE YOUR POS (POINT OF SALE) WITH QUICKBOOKS (Fast & Easy)!

Tired of manually entering sales from your Point of Sale (POS) system into QuickBooks? Automate it! A POS integration saves time, reduces errors, and helps keep your books accurate. Here's how:

✅ 1. Check Compatibility: Confirm your POS (e.g. Square, Shopify, Clover, Toast) works with QuickBooks by checking the QB App Store.

✅ 2. Connect the App: In QuickBooks, go to Apps > Search your POS > Click 'Connect' and follow the prompts.

✅ 3. Map Your Data: Assign categories for sales, taxes, tips, and refunds to ensure accurate tracking.

✅ 4. Run a Test Sync: Import a small batch of transactions and check if sales flow into the correct QuickBooks accounts.

✅ 5. Automate & Monitor: Set up automatic syncing and review reports to catch errors early.

💡Pro Tip: Reconcile your accounts each month to make sure everything matches up!

WHO BENEFITS FROM POS INTEGRATION?
🛒 Retail Stores
🍽 Restaurants & Coffee Shops☕
🛠 Service-Based Businesses
💻 E-Commerce-Stores

FINAL THOUGHTS:
Integrating your POS with QuickBooks saves time and helps keep your books accurate.

Have questions on your POS integration? DM me or book a call!

10/14/2025

✨ Let’s talk about why a cleanup is often essential when starting with a business’s books! 🧹📊

When I dive into messy books, my first goal is to make sure everything truly lines up before tax season sneaks up again.

I start by matching your books to your most recently filed Tax Return because that’s the foundation for confirming your financials reflect what was officially reported.

Next, I match your books to what actually happened by verifying that every account is linked correctly and that all loans, assets, and transactions are recorded as of January 1st.

From there, I categorize all transactions properly, then reconcile every account from January through the end of the cleanup period.

Once everything balances and no transactions are missing, you’ll receive accurate reports you can rely on to make timely, confident business decisions.

✨ A cleanup doesn’t just organize your books — it brings clarity, accuracy, and peace of mind.

Let’s bring order back to your financials.

10/04/2025

GET PAID FASTER AND SAFER WITH NETWORK WALLET!

Still waiting on client payments? Network Wallet can help you get paid faster, more securely, and without the usual back-and-forth.

💡 If you or your clients are part of the QuickBooks Business Network (a feature within QuickBooks Online that allows businesses to connect with their customers and vendors), you're eligible to use Network Wallet—a tool that simplifies payments without sharing sensitive bank information.

Why Network Wallet is a game-changer:
▪️ Faster payments – no more chasing checks or delayed transfers
▪️ No need to share bank info – clients can receive payments securely without revealing banking details
▪️ Easily switch bank accounts – clients can update their payment details anytime without having to notify customers
▪️ Full QuickBooks integration – making tracking and reconciliation a breeze

Final thought: Getting paid shouldn’t be complicated. If you want to speed up your cash flow and reduce the awkwardness around payment logistics, Network Wallet is worth exploring.

📲 Need help setting it up or seeing if it’s the right fit for your business? DM me—I’d love to help you streamline your payment process.