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.

Holiday Bookkeeping Tips for Small Business Owners

the latest

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 […]

Why You Still Need a Bookkeeper (Even With QuickBooks AI)

Bookkeeping Basics

bookkeeper and client reviewing reports

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 […]

Bookkeeping Mistakes & Cleanups: How Small Errors Turn Into Big Messes

Bookkeeping Basics

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.

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?

Finding a Bookkeeper Who Truly Gets Your Business

Bookkeeping Basics

If you found yourself avoiding your books in 2023, and your books fell behind, and youwere unclear about your profit margins, cash flow, and expenses—it’s time tooutsource your bookkeeping! Don’t ignore your business finances. Start right now.What can you gain by outsourcing your bookkeeping?

Focus on what you do best, and delegate the rest: Why now is the time to outsource!

Profit & Cash Flow

As a committed partner in your business journey, I understand how crucial efficient and secure financial management is for your success. It’s time for a significant update in your bookkeeping practices. I’m here to inform you about an essential change in QuickBooks services that will impact your business operations.

Are you wearing too many hats in your business or drowning in receipts? It may be time to consider hiring a professional bookkeeper. Learn the signs in my latest article and find out how you can streamline your finances for growth.

Signs It’s Time to Hire a Bookkeeper For Your Business

Profit & Cash Flow