Real talk on money, mindset, and making your business work for you.
Unfiltered Finance
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Keep your business finances merry and organized with these holiday bookkeeping tips to manage cash flow, track expenses, and prep for tax season.
QuickBooks is rolling out some seriously cool tools. Their new AI Accounting Agent can auto-categorize transactions, the Finance Agent can flag insights in your numbers, and the Customer Hub pulls all your client info into one place. The Business Feed even shows you what the AI has already taken care of for you. It’s all […]
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.
Music has always been more than background noise for me—it’s been a soundtrack, a teacher, and at times, a lifeline. These five albums in particular shaped who I am, carried me through different seasons, and still find their way onto my turntable today.
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?
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