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Resources

Path by SImplex Blog

Find resources below on how to navigate the ever changing world of small business ownership and the accounting industry. Whether you are a business owner or an accounting professional, you will find valuable information below.

Top 10 Bookkeeping Mistakes and How to Avoid Them with Kim Wolfe
October 18, 2021

Top 10 Bookkeeping Mistakes and How to Avoid Them with Kim Wolfe

I started a career in bookkeeping as a stay at home Mom when I was asked to be a part time bookkeeper at the local flight school. The school had a long time bookkeeper who would come into the office several times a week. One of the first things I noticed was that QuickBooks vendor balances didn't match the balance of the bills received in the mail.
Jessica Rickard
Jessica Rickard
Teamwork Makes the Dream Work with Kelli Cox
October 06, 2021

Teamwork Makes the Dream Work with Kelli Cox

Kelli Cox is the CEO of CGC-Mroz Accountants & Advisors. CGC-Mroz bring together experience, knowledge, and technology to provide their clients with comprehensive solutions. Kelli’s commitment to service is what sets her firm apart from others.
Jessica Rickard
Jessica Rickard
5 Attributes of a Successful Business Owner with Kim Wolfe
September 15, 2021

5 Attributes of a Successful Business Owner with Kim Wolfe

Kim Wolfe is a mom, flight instructor, business owner, QuickBooks expert, and Path user! Kim has been working with business owners for the last 15 years and has found there are 5 key attributes that separates those who struggle and those who are successful.
Jessica Rickard
Jessica Rickard
Balancing Act
August 11, 2021

Life is a Balancing Act

Trying to balance a full work week, your family, and your mental health can seem impossible; especially with technology allowing employees to be more accessible and the new work from home company culture.
Jessica Rickard
Jessica Rickard
Manage More Clients
July 28, 2021

Manage More Clients

Client management encompasses all aspects of a client relationship including discovering their needs, creating a plan to meet those needs, and the ongoing execution of service.
Jessica Rickard
Jessica Rickard
How to reduce stress in your work life:
July 14, 2021

How to reduce stress in your work life:

There is a countless amount of research that explains how stress in the working class has increased over the last few years – especially with Accountants. One study shows 90% of people who work in accounting have been stressed out by work; with 43% having to take off time off because of stress. So how do you combat all this stress? How can you take care of yourself on a daily basis?
Jessica Rickard
Jessica Rickard
Are You Average?
June 30, 2021

Are You Average?

How would you describe the taste of frog legs to someone who has never had frog legs? Some may say that it tastes like chicken or it tastes like whatever you cook it with. You would compare frog legs to something more common that that person has probably experienced.
Jessica Rickard
Jessica Rickard
Accountant Accountability from Home
June 16, 2021

Accountant Accountability from Home

We all know that the world is different now – the pandemic changed how we do everything. How we celebrate birthdays, how we eat out, how we shop (let’s be honest we all have spent way too much time on amazon lately), and especially how we work.
Jessica Rickard
Jessica Rickard
Path to Business Tracking with Debbi Allison
October 06, 2021

Path to Business Tracking with Debbi Allison

When running a business, tracking different measurements and reaching goals is crucial to success and growth. Without tracking progress, you don’t know where you are or how close you are to reaching the goals you have set.
Jessica Rickard
Jessica Rickard
Earning Your Way to a Profitable Business
June 02, 2021

Earning Your Way to a Profitable Business

As a business owner, you have three options when it comes to leaving your business:
1. Close it down
2. Hand it down to someone in your family
3. Sell it
Jessica Rickard
Jessica Rickard
5 Tips to Organize Your Firm
May 07, 2021

5 Tips to Organize Your Firm

As an accountant, you have multiple clients, multiple companies, many things to do, and just not enough time! Managing your firm can be overwhelming and frustrating, so today we are talking about organization.
Jessica Rickard
Jessica Rickard
Investing Isn't All About Money
April 23, 2021

Investing Isn't All About Money

As an accountant, I know you have those clients that you only see during tax season. They dump a pile of receipts and invoices on your desk, say good luck, and leave until you have finished filing their taxes. That seems to be a fairly normal occurrence – until now.
Jessica Rickard
Jessica Rickard
Making Sense of the Numbers
April 05, 2021

Making Sense of the Numbers

There are many reasons why people start their own business. The number one reason, however, is so they can become their own boss. They want to be in charge! When you are the boss you have control over everything: schedule, workload, number of employees, and… financial statements.
Jessica Rickard
Jessica Rickard
Transparent Financial Statements *GASP*
March 22, 2021

Transparent Financial Statements *GASP*

I know the title of this blog probably scared you a little bit or maybe just got you curious. What are transparent financial statements? Do I want or need those in my business? My accountant doesn’t run that statement, should they?
Transparent financial statements, or open-book management, just means that employers are opening their financial books to employees.
Jessica Rickard
Jessica Rickard
Why should I document business milestones?
February 22, 2021

Why should I document business milestones?

Every business owner is going to encounter certain business milestones. Some milestones may be different as you look at different industries, but there are some that apply to everybody.
Jessica Rickard
Jessica Rickard
How Path by Simplex Financials Enhances QuickBooks Online
January 25, 2021

How Path by Simplex Financials Enhances QuickBooks Online

QuickBooks is the go-to software for managing your financial statements. But sometimes your unique business needs go beyond the current capabilities of QuickBooks.
So, what do you do with that information once it is in QuickBooks?
Jessica Rickard
Jessica Rickard
How to Create and Protect Your Brand
January 11, 2021

How to Create and Protect Your Brand

Before jumping off the deep end and purchasing that store front downtown, it is important to build your brand. What do you stand for, what are your values, who is your target audience, and more are questions you should ask yourself as you build your business.

Let’s take a look at how to create a brand that stands out.
Jessica Rickard
Jessica Rickard
Manage your team
December 28, 2020

8 Tips on Team Management

Being a manager in a company comes with its own set of challenges – one of them being how to manage a whole group of people.
Jessica Rickard
Quit or Keep Trying!
December 14, 2020

Taxes and Payroll - How does it affect my business?

Here are some resources that will help you navigate taxes and payroll in your business.

Jessica Rickard