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Eric Trettel Named a 2026 Top U.S. ProAdvisor by Insightful Accountant
I'm thrilled to share I've been recognized as a 2026 Top U.S. ProAdvisor by Insightful Accountant, one of the most respected honors in the QuickBooks bookkeeping and accounting community. What Is the Top U.S. ProAdvisor Award? The Top U.S. ProAdvisor Award is administered by Insightful Accountant, the leading independent publication and resource for QuickBooks professionals. Each year, Insightful Accountant recognizes the top 100 QuickBooks ProAdvisors across the country thro

Sota Bookkeeping
1 day ago2 min read
The Hardest Word in Business and Why Saying It More Often Might Save You
Here's a scenario that might feel a little too familiar: You start a business doing something you genuinely love. Maybe it's bookkeeping, maybe it's landscaping, maybe it's baking the best sourdough in a twenty-mile radius. You're good at it. Really good. Clients start telling their friends. You win a local award. Someone writes a nice piece about you in the neighborhood newsletter. Life is good. And then, slowly and quietly, things start to shift. A client asks if you can h

Sota Bookkeeping
Apr 144 min read
Why Giving Your Remote Bookkeeper View-Only Bank Access Is a Smart Move
The single permission setting that protects your money while unlocking faster, more accurate books. You've finally done it — hired a remote bookkeeper to take the monthly financial chaos off your plate. But now comes the question that makes every small business owner pause: How much access do I actually give them? Handing over your bank login feels like leaving your front door wide open, and not giving them enough access means they're constantly emailing you for screenshots

Sota Bookkeeping
Apr 84 min read
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