Category Archives: Financial Planning

When It’s Time to Stop Doing Your Own Bookkeeping

How do you know when its time to stop doing your own bookkeeping for your business? I meet lots of small business owners. Most of them do everything when they start their business- they sell things, help customers, answer phones, and yes… they do their own books. And you know what? That’s smart at first. […]

Is QuickBooks Really That Easy?

What Most Business Owners Get Wrong About DIY Bookkeeping Running a business is tough. You do sales, help customers, manage workers, handle marketing, and maybe even clean toilets. So when QuickBooks ads say, “It’s super easy! Just link your bank and you’re done!” – of course, you want it to be true. Who doesn’t? But […]

The QuickBooks Illusion: Why Software Alone Can’t Run Your Business

If you’ve ever watched a QuickBooks Online commercial, you’ve probably seen it: a business owner clicking a few buttons, connecting a bank account, and suddenly—ta-da!—they’ve “done” their books. It’s a great ad. But it’s also dangerously misleading. Let me explain. Software Is a Tool—Not a Full Solution I’m a fan of QuickBooks Online. We use it every day in our business. It’s an amazing tool. But that’s just it—it’s a tool. […]

Why Accurate Bookkeeping is the Secret to Better Business Decisions

Let’s talk truthfully—most business owners don’t wake up excited to do their bookkeeping. But here’s the thing: the more accurate your numbers are, the clearer your decisions can be. Good bookkeeping isn’t just about getting ready for taxes. It’s about knowing what’s really going on in your business—right now. I’ve seen it over and over again. […]

Don’t Drain Your Business for Personal Stuff

  I want to talk about something small business owners face a lot—using their business money for personal stuff. It’s super easy to borrow from your company to pay for hobbies, a new house, or fun trips. But that can hurt your small business budget, business profits, and long-term growth. Why You Need a Personal Budget I’ve seen […]

What Are Intercompany Loans, and Why Should You Care?

If you own more than one business, this post is for you. Let’s say you have two or more companies. Maybe you run a gym, and you also own a real estate business or a marketing agency on the side. From time to time, you might move money between them to cover costs or help […]

From Jungle Lawns to Messy Books: What a YouTube Gardener Taught Me About Business Owners and Clarity

There’s something mesmerizing about watching someone clean up a mess. Especially when it’s one of those YouTube videos where a guy shows up to tackle an overgrown lawn that’s completely swallowed up a property—trees sprouting through the driveway, weeds taller than the windows, sidewalks buried beneath layers of neglect. It starts as chaos. But then, […]

Why Quality Control in Bookkeeping Should Be One of the Most Valued Parts of Your Business

There’s a quiet power in doing things the right way—even when no one’s watching. When it comes to bookkeeping, that power shows up in what we call quality control. It’s not flashy. It’s not loud. And most of the time, if it’s working well, you don’t even notice it. But behind every clean report, accurate […]

Bookkeeping Services: Pricing and Value for Every Business

Bookkeeping Services: Pricing and Value for Every Business When it comes to bookkeeping, one size doesn’t fit all. Your business’s size, structure, and level of complexity all shape what you’ll pay and what you’ll get in return. Let’s break it down so you can make the right decision for your business—one that’s both cost-effective and […]

From Check Registers to QuickBooks: How Childhood Sparked My Passion for Numbers

From Check Registers to QuickBooks: How Childhood Sparked My Passion for Numbers There’s something magical about seeing order in the midst of chaos. Some kids play house. Others draw superheroes. But me? I was solving math problems during Sunday church sermons while sitting beside my grandma. I didn’t know it then, but that small act—her […]