May 25, 2022

How a Loan Affects Your Financial Statements

By Patty Hansen | May 25, 2022

Getting your business loan can be an exciting step in the growth of your business. Recording your loan properly in your accounting system usually requires special handling by your accountant or bookkeeper. Your favorite Orange County Bookkeeper has some great notes about loans to share with you. Your loan statement will provide the information you…

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How to Write a Refund Policy

By Patty Hansen | May 18, 2022

A refund policy defines the processes and rules for when customers want their money back and want to return the products or services they purchased from you. It’s often required by your credit card or shopping cart company as part of maintaining PCI (Payment Card Industry) compliance. Plus, it’s just a good business practice to…

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How to Keep Your Customers Coming Back

By Patty Hansen | May 11, 2022

Measuring and encouraging customer retention is important for businesses in many industries. There are a few great measures to see how you are doing in this area. Your Favorite Orange County Bookkeeper is here to provide some tactical tips for keeping customers coming back!  Measuring Customer Retention The most common metric to measure customer retention…

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