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. […]
Category Archives: Financial Planning
27
Jun
Jun
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. […]
16
Jun
Jun
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 […]
14
Jun
Jun
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 […]
09
Jun
Jun
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, […]
09
Jun
Jun
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 […]
28
May
May
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 […]
27
May
May
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 […]
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 […]
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