Real talk on money, mindset, and making your business work for you.
Unfiltered Finance
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Before you log off for the holidays, take a moment to review your year-end bookkeeping. This simple reset helps small business owners close the year with clarity.
Keep your business finances merry and organized with these holiday bookkeeping tips to manage cash flow, track expenses, and prep for tax season.
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 […]
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 […]
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.
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!
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