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 […]
Category Archives: Financial Planning
17
Mar
Mar
Have you ever had one of those “Aha!” moments—when you suddenly understand something that had previously seemed mysterious or impossible? I’ve had more than enough of those, maybe more than I’d like to admit. But each “aha” means growth, right? One of my most significant life moments of clarity (besides my faith) was finally understanding […]
26
Feb
Feb
Many people dread the first quarter of the year and just the thought alone of prepping for a tax return produces hives and panic. The following are tried and true tips, practices, and advice from a Certified Professional Organizer and an Advanced Certified QuickBooks ProAdvisor. Put those two levels of expertise together and it gives […]
17
Dec
Dec
Even years after the COVID-19 pandemic, SBA and EIDL loans have sunk small businesses. Despite efforts to help enterprises during a brutal pandemic, many small companies still have large amounts owed and are on an uphill battle trying to pay it all off. Add that to current credit card balances or lines of credit, and […]
20
Aug
Aug
As the craft beer industry has grown in recent years, consumers have benefited from many brewery options, especially in larger cities throughout the country. Many operators have gotten into business because of the passion and pure enjoyment of being able to create a product that was once only available at stores. From innovative to traditional […]
05
May
May
It may not be obvious to most, but being organized and running an organized business saves you money. Much can be gained by added efficiencies and productivity to your business. In 2003 I started a professional organizing business in Chicago. I served customers for twenty years and most of the focus was on their residential […]
29
Mar
Mar
4 Things That Affect Your Business’s Cash Flow 1.Accounts receivable Consider your accounts receivable process. Look at it from all angles. Let’s define accounts receivable to start. These numbers or total numbers are what is owed to you by all your customers or clients. This is money that you need to collect. They are open […]
16
Feb
Feb
Should I have a business savings account for my small business? Yes! Here are a few reasons why you should consider using a business savings account: 1.Save money for taxes. Instead of reacting to a tax bill, proactively save to pay your tax bill. There’s nothing worse than completing a full robust year of business […]
26
Jan
Jan
As tax season approaches, businesses using subcontractors need to ensure they are tracking payments and preparing 1099 forms correctly. With QuickBooks Online, small business owners have a powerful tool to make this process easy. In this post, we’ll share expert tips on collecting W9 forms, recording expenses, separating reimbursements, and reviewing reports to make tax […]
19
Jan
Jan
Cheers to the new year! As another year comes to a close, there’s hope on the horizon for what the new year has to bring. Regardless of your small business’s industry, services, or processes, it’s essential to create a plan for your business’s financial success. At the beginning of the new year, we recommend these […]
