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Most business owners create a budget once, feel good about it, and then don’t check back in until the following year. I get it — you’re busy, and it’s easy to set it and forget it. But if you’re not reviewing your budget regularly, there’s a good chance it’s not working as well as you… Read More
Scaling a business is exciting — but growth without financial clarity can quickly lead to cash flow issues, unnecessary debt, and unpredictable expenses. 🚧💸 If you’re ready to scale successfully (and sustainably), here are the key numbers you need to stay in control and make smart decisions: 1. Revenue vs. ProfitMore sales don’t always mean… Read More
Your bookkeeper or accountant plays a big role in keeping your business finances on track. But if they’re not meeting your needs, it might be time to make a change. If you’ve ever found yourself thinking:🔹 “My bookkeeper/accountant never explains anything to me.”🔹 “They filed an extension without telling me, even though I submitted everything… Read More
Did you know that small businesses are particularly vulnerable to fraud, with significant financial losses reported each year? 🚨 It can happen in any business, no matter the size. Fraud often starts small with an unapproved expense, a missing transaction, or a duplicate payment. If left unchecked, these little red flags can turn into serious… Read More
When it comes to managing transactions in QuickBooks (or any accounting software), knowing whether to void or delete a transaction is crucial for maintaining accurate financial records. Choosing the right action can help you avoid errors and ensure your reports stay balanced. Let’s break it down: Void a Transaction: When to Use: Choose to void… Read More
Running a business involves countless tasks, but what if you could free up time and reduce stress by automating key financial processes? From invoicing to payroll, automation can help you stay organized and focused on growth. Here’s what you can automate in your business finances: Invoices – Set up recurring invoices for regular clients to… Read More
Managing your business finances can feel overwhelming, but breaking it down into smaller, manageable tasks makes all the difference. Here’s a quick guide to the essential bookkeeping tasks you should tackle each month to keep your finances in check: ✅ Record Transactions: Ensure all sales, expenses, and business activities are accurately logged to prevent errors… Read More
Not all bookkeepers are created equal, and finding the right one can make a world of difference for your business. You need someone who understands your industry, aligns with your goals, and tackles the unique challenges your business faces. Here’s how to find a bookkeeper who truly “gets” your business: 1. Industry Expertise Look for… Read More
As we dive into 2025, it’s time to focus on the numbers that truly drive your business forward. Tracking the right Key Performance Indicators (KPIs) ensures you stay aligned with your goals, uncover opportunities, and make data-driven decisions that fuel growth. Here are the must-watch KPIs for this year, with examples to show you how… Read More
Setting up an accounting system for your business doesn’t have to be overwhelming. By following these straightforward steps, you’ll create a financial foundation that keeps you organized, compliant, and focused on growth. 1. Pick the Right Accounting Software Choose a tool like QuickBooks or Xero that aligns with your business needs. Look for features that… Read More