Real talk on money, mindset, and making your business work for you.
Unfiltered Finance
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A solid bookkeeping system starts with a clean chart of accounts. A chart of accounts cleanup helps organize every dollar your business earns and spends so your reports are accurate, easy to read, and actually useful. When it’s set up right, you can make smarter decisions with clarity and confidence. When it’s messy, it can […]
I’ve seen it happen firsthand. Tiny bookkeeping mistakes that snowball into big headaches business owners never planned for. At first, it’s little things: a few transactions left uncategorized, a personal expense mixed in with the business, or a bank balance that just won’t match QuickBooks. But over time, those little things stack up into one […]
Launching a business is exciting! You’re finally turning your vision into reality. But before you dive too deep, there’s one essential step every new entrepreneur needs to take: setting up your bookkeeping.
Bookkeeping isn’t the most glamorous part of running a business. You didn’t start your company to reconcile accounts or track receipts. But ignoring your books—or getting them wrong—doesn’t just cost you time. It costs you money.
What to Do When Your Accountant Retires (Without Losing Your Sanity!)
If your accountant is retiring, don’t panic—this could be the perfect time to get your financial house in order. From gathering essential records to upgrading your bookkeeping system, a few simple steps can make the transition smooth. The key? Finding the right financial partner to step in seamlessly.
Not sure where to start? I’m offering a free diagnostic review of your books to help business owners navigate this change with confidence. Let’s make sure your finances stay on track—schedule your review today!
What is Financial Automation? Financial automation means setting up systems and tools to handle repetitive financial tasks for you. Instead of manually processing invoices, making payments, or tracking expenses, automation can take care of it—giving you more time to focus on growing your business. If you’re not using automation yet, don’t worry! Start small and […]
Does your bookkeeper truly “get” your business?
A great bookkeeper is more than just a numbers person—they’re your financial partner. From understanding your industry’s unique challenges to proactively spotting growth opportunities, the right bookkeeper keeps your business running smoothly and your mind at ease.
In my latest blog, I break down the 7 key qualities to look for in a bookkeeper who can help your business thrive. Ready to find the support you deserve?
As the holiday season approaches, so does the reality of tax season. While we focus on budgeting for gifts, travel plans, and festive treats, it’s also crucial to reflect on the financial health of our businesses. Are your business finances on track, or has bookkeeping been quietly piling up in the background?
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