We are officially in the home stretch of the year! Somehow (😅) The last few months of the year look different for every business owner. Maybe things are starting to slow down, or maybe you’re heading into your busiest (and most profitable!) months of the year with the holidays around the corner. For our team, […]

(A nonjudgmental guide for small biz owners who’d rather be doing literally anything else) Let’s be real: if you’ve ever opened QuickBooks, stared at a bunch of uncategorized transactions, and immediately closed the tab again… you’re not alone. Whether you’re DIYing your books in a spreadsheet, trying to stay afloat in QuickBooks, or finally ready […]

Keeping business and personal separate is essential, not only because it helps you keep better records, but because it also reduces your personal risk as a small business owner. Picture this: It’s 6 months from now and a client of yours is unhappy with your service, so they file a complaint. You brush it off […]

What’s the difference between these two valuable partners? Do you need both? There’s a laundry list of financial partners out there; some I bet you’ve never heard of: financial planner, accountant, CPA, enrolled agent, bookkeeper, CFO, controller. The list certainly goes on, but my point is there’s no wonder we’re confused about who does what. […]

Let’s answer a basic, but SO VERY important question for every. single. small business owner. What is bookkeeping? We’ll start with the obligatory, boring, definition. Shockingly, Merriam-Webster only defines a bookkeeper, but lacks a definition for the task of bookkeeping. Bookkeeper: a person who records the accounts or transactions of a business. We can pretty […]