Blog Archives

Quick and Dirty Year End

4 days until the new year!! Let’s take a look at your books. Are you using the software to max capability? Are you still using a calculator and an excel spreadsheet? You’re working too hard on your accounting and losing money. Here is the Year End Quick and Dirty Cleanup List. These are a couple of areas that we can typically assess and offer solutions to speed up the year end reconciliation and review. If you feel like you got it covered, AWESOME! If you aren’t quite sure or need a helping hand, we are here for you. Give us a call 907-222-3019

Accounting Processes – How To’s

  • Have you hired new staff this year and trained them?
  • Have you clearly documented the operating procedures for each duty, deadline in your office?
  •  Can they function without you in the office answering questions?

Accounting Technology – Systems and Integration

  • Did you move to QuickBooks Online this year? During the transfer, there are a lot of things to clean up and re-reconcile.
  • Have you added on 3rd Party Apps or any software integration? Have they been fully implemented and accounts properly mapped?
  • Have you trained your Staff to use these applications and clearly documented the procedures?
  • Is the application working for you or do you need additional assistance to take a look?

Accounting Reports – Tracking and Profit Margins

  • Do you AP and AR Report Balances match what is reported on your Chart of Accounts/Trial Balance?
  • Do you have ZERO balances on the AR or AP Reports?
  • Do you know which AP bills are still open to pay?
  • If you use Class Tracking, do you have Uncategorized balances in this column?
  • If you use Job Costing, do you have a balance in the Uncategorized Customer?
  • How is your profit margin? Are you getting the number you expected?

Year End Financial Documents – Taxes and Year End

  • Have you collected W9s from your subcontractors and professional service vendors?
  • Did you close your previous year or months with a password?
  • Have you reviewed Uncategorized Expenses, Miscellaneous Expenses, and the ominous Ask My Account?

While this is our short list, we offer an accounting system/year end review of your books.

Press Release: AASBC New Certified Member LeAnn Duncan Anchorage Alaska

AASBC CertifiedAssociation of Accredited Small Business Consultants

Announces New Certified Member




Contact:   Denali Bookkeeping & Consulting

500 E. Tudor Rd., Ste. 203, Anchorage, AK 99503


Austin, Texas 11/21/14 – The Association of Accredited Small Business Consultants (AASBC) is proud to announce that LeAnn Duncan of Denali Bookkeeping & Consulting, Anchorage, Alaska, has fulfilled the requirements and passed the certification exam to become an Accredited Small Business Consultant (ASBC).

By receiving the ASBC designation, LeAnn Duncan has demonstrated the knowledge required in all core competencies of small business and SME consulting to effectively assist clients in improving operational performance and achieving higher profits.

“By hiring an ASBC, small and SME businesses are assured they are working with a professional who has the knowledge and expertise to help them reach their operational goals and maximize profits,” said Richard L. Weinberger, PhD, Chief Executive Officer, of the Association of Accredited Small Business Consultants and a member of its Board of Advisors. “By offering advice on increasing efficiency and profitability, the ASBC provides an extremely valuable service to small business and SME owners striving for success.”

With headquarters in Austin, Texas, and offices in Washington, D.C., the Association of Accredited Small Business Consultants provides certifications to individuals who demonstrate proficiency in small business and SME consulting. The AASBC is the only international association that specializes in training and certification of small business and SME consultants.

For more information on the Association of Accredited Small Business Consultants, visit the website at, email the association at, or contact the AASBC at 512-327-4900.

Keep your head while others are losing theirs. 4 applications to help

Are you running around with your head cut off? Can’t find anything in your office? Everyone wants to pay with credit cards now a days and you only accept cash and checks. You thought working from home would be awesome but can’t figure out how? Let me share my simple systems that will free up time spent working on your business and allow you more time to do what you love.

Many business owners find their way to me when the burden and workload become too much. They can’t figure out a system because all they wanted to do was do the fun stuff in their business. Getting customers, making sales, and putting money in their pocket. But, things start to slide. Paperwork gets lost, invoices get delayed and pretty soon cash flow begins to take a nose dive. You spend so much time searching for the packing tickets or receipts to justify your client billings that you fall asleep at your desk and drool or want to set fire to the whole mess. As a business owner myself, I felt this way plenty of times.

Here are 4 online service that I’ve incorporated to help my business owners stay on task, pull documents within in minutes, take payments online and login from where ever they happen to be! I would call that a success and a very happy business owner.

1. Task Manager

Even on the road, you need to connect with your staff. Basecamp allows you to manage projects, communicate with your team and stay on top of who’s assigned to what tasks. Never be out of touch, no matter where you are. They have a FREE base plan. As you start to see how easy it is to use, you can upgrade. If you need something more robust and integrated, TeamworkPM is what I use for our Client Portal. It allows for task scheduling, file maintenance, messages, notebooks and more.

2. Electronic File System

No matter where you are, don’t leave home without your files! Dropbox allows easy access to any file you have stored and multiple people can access your files with permission. Need to email a contract for approval? Simply send it from your phone to the client. A well structured file system is important. Take some time to think of how your paper files are stored and begin there.

3. Credit Card Processing

If you like a lot of start ups, you may not qualify for a merchant account or meet minimum thresholds for processing. Intuit. SquareUP charges a reasonable processing fee and you can send invoices directly through the website for clients to pay. No monthly fees or commitment. Great for the one off charges where a check would take to long.

4. Remote Service

Don’t waste your time or money on a subscription to QuickBooks Online. QuickBooks Pro works just fine and you don’t need to upgrade for at least 2 to 3 years. I understand that you want to take your business online and work from anywhere but you’re sacrificing quality and throwing dollars after pennies. Stop paying for less functionality and more downtime due to internet speeds. LogMeIn is a remote desktop application that is loaded on your computer and allows you to access and control your desktop computer no matter where you are.

Hopefully, these 4 services will help you get closer to your goal and peace of mind that all things are covered. If you need help getting started or would like to setup an consulting appointment, please contact our office 907-222-3019.

The Denali Bookkeeping Team

Flying your business blind?

Small business owners face many challenges when it comes to successfully operating their business. Your business has specific and measurable goals. Are you reaching your goals or falling short? Your financials are your gauges to see how you’re business is performing and if used properly, will provide a map of where you need to make adjustments. 

There are typically three methods that I have experienced with small business owners:

  1. Running your business by GUT. The owner gets a good feeling and keeps an estimation in their head. As long as they feel good, business must be good. Owners are eyeballing profits and margins and leaving money on the table. Chalking it up to a failure of a subcontractor or additional expenses. When in reality, it comes down to monitoring your business performance. Our analysis shows that many will come close to their goals but are operating below margins that are typical for their industry.
  2. Running your business by the bank account. If money is in the bank, they must be making a profit. While this could be true, if the bank account is not being reconciled the financial numbers are being skewed and assets are left unprotected and unaccounted for. Money IN doesn’t always equate to profit and Money going OUT isn’t always hitting your bottom line net income.
  3. Running your business with a system that you don’t understand and haven’t setup correctly. Recording data and reading financial reports takes some skill. Many business owners know just enough to be dangerous and make incorrect assumptions about how their business is operating. When this happens, they will make decisions based on emotion instead of business performance.

Let us help you get back on track, learn how to read and use the financial to make better business decisions. In order to get you back on track, we use a simple process called the SEMP approach. SEMP stands for Simplified Examination to Maximize Profits.  

SEMP Evaluation – Simplified Examination to Maximize Profits: Our SEMP Evaluation is an examination of your business financials, operations, marketing. This evaluation will determine areas that need fixed and what is working properly.  SEMP is a step by step methodology that determines the specific areas in your business that will yield the greatest profit returns.

AASBC Certified

Our SEMP business analysis will provide you with a working guide that will promote growth and operational efficiency. But you have to do the work. Our services deliver value for small business owners while being affordable for any size small business budget.

Call or email today for a free 1 hour consultation and see

if we’re a good match to work together.


Business Planning 101

Everything you learned about business was really done in 1st-3rd grade. Who knew skills like sorting your crayons, putting things in the right cubby, and getting along with others was going to be valuable in your business? As a business owner, so many ideas come to us all at once and get all squiggly in our head like a big ball of yarn. Let me help you keep it simple. If resources are tight and you operate on a shoestring budget, the only investment you need to make is Paper and Post It Notes.

Step 1: Sit down and talk it out!

Step 2: Write it down

Step 3: Move the pieces around until it makes sense

If you’re a visual learner, here’s a picture from our most recent planning strategy meeting with a client. We like to keep it simple. You may not know all the accounting/tax rules, the help of an accountant or your CPA/Tax Advisor will more than pay for itself.


If you are contemplating setting up a business and don’t know where to start or have a lot of moving parts and need help with development, we can provide assistance with the business planning and operational development. Please contact our office for a consultation 907-222-3019.