Meet Maria Mejia
Empowering Your Financial Journey
Discover Maria, your dedicated financial expert, committed to guiding you through every financial decision with clarity and confidence. With a passion for helping businesses succeed, Maria brings expertise and personalized support to ensure your financial goals are met.
More About Maria
Accountant | Dedicated | Knowledgeable | Supportive | Trustworthy
I have always wanted to help people. I grew up in a big family of 7 kids so there were always opportunities to learn and to teach. In middle and high school I would do babysitting jobs for family friends.
Ever since starting school, at the community college, I have enjoyed doing accounting and the numbers aspect of business. In my first accounting class, everything just clicked together. I understood the concepts and knew how everything flowed together. I eventually graduated from Ensign College and went to Brigham Young University-Idaho. I enjoyed accounting even more as the classes became more challenging. I was the one kid always excited to learn new concepts.
I had always known that I didn't want to work in a big accounting business or a big corporation. I did an internship in a small accounting office and enjoyed it. I learned that I also like doing taxes. The idea of starting my own business had just begun to creep in. I worked in the accounting office for about a year before I moved up to Canada.
I was preparing to look for another office job when a family friend suggested starting an accounting business. That is when my first bookkeeping firm was born. The goal was to help small startups understand and organize their finances and be ready for tax time.
I had thought you needed to be a special kind of person to run a business and be an even more special kind of person to be an entrepreneur. I went to different networking groups in the community and found out that entrepreneurs come from all walks of life and at different points in their lives.
Getting to know different entrepreneurs and their businesses has helped me understand there are many strengths different people bring. I want to help people do more than just be compliment with the CRA. I want them to not only understand their numbers but to utilize them to grow their businesses. Partnering with David has amplified my knowledge to be able to better help fellow entrepreneurs.
I love accounting and I love bookkeeping. I love to continue to learn new things and use new technology. I also love helping other people. If I can help another person understand how money works, my life goal has been reached.
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Should You Void or Delete Transactions in QuickBooks?
When managing your transactions in QuickBooks (or any accounting software), it’s important to understand whether to void or delete a transaction. The right choice can help you maintain accurate records and avoid potential issues down the line. Here's a breakdown:
Void a Transaction:
Use this when you’ve made a mistake but want to keep a record of the transaction in your system.
Voiding keeps the transaction visible but resets its value, which ensures your financial reports stay balanced.
Voiding maintains an accurate audit trail, which is crucial for taxes or if you ever need to review past activity. It also helps prevent discrepancies in your accounting.
Voiding a transaction when you should delete it could leave unnecessary records in your system, cluttering your reports and making it harder to get an accurate financial picture.
Delete a Transaction:
Deleting should be done when the transaction is completely incorrect or unnecessary (like entering a duplicate).
Deleting a transaction removes it from your records entirely, which could affect your financial reports and balances if done incorrectly.
If you delete a transaction that should have been voided, you might lose valuable historical data, which can affect future financial decisions or tax filings.
Examples:
If you manually entered a bank transaction and the bank feed imported the same one, you can delete the duplicate to ensure you don’t count it twice in your records
If you mistakenly enter a duplicate payment for a bill, you can delete the duplicate payment to avoid counting it twice in your reports.
If you issue an invoice to a client but later realize you made a mistake on the pricing, you can void the invoice to remove the wrong amount.
Spending too much time figuring out QuickBooks and bookkeeping when you should be growing your business and focusing on your clients? Let us help! We can take care of your finances so you can focus on what matters most!
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