Category Archives: Tips for Business Owners

The Real Cost of Messy Banking Data in QuickBooks

Ever followed a recipe, but the cake flopped anyway? Looked perfect, smelled great—but one bite told the truth: something was missing. That’s your business with incomplete or inaccurate bookkeeping. From the outside, it looks fine. But behind the scenes, your decisions are built on bad data. And bad data? That leads to worse outcomes: missed […]

How should I break down my sales revenue inside QuickBooks?

Great question — and a critical one. Getting this right helps you understand your business, not only report to the IRS on it. Let’s walk through the approach step-by-step in a clear, practical way — whether you’re setting up for the first time or cleaning up a messy chart of accounts.   ✅ Step 1: […]

How Much Does Monthly Bookkeeping Cost? (A Straight-Talk Guide for Service Businesses)

How Much Does Monthly Bookkeeping Cost? (A Straight-Talk Guide for Service Businesses) By Daniel — clear numbers, calm mind.   Let’s start with the honest answer. Most bookkeeping and accounting firms hide their prices. They worry about being shopped on price. They worry competitors will copy them. I get it. But you deserve clarity. Our […]

Here’s the truth: where you put things in QuickBooks matters—a lot.

Here’s the truth: where you put things in QuickBooks matters—a lot.Small clicks create big ripples. In your tax bill. In your cash flow. In your valuation. In your confidence. If you’ve ever thought, “I can’t mess it up that much, right?” this is for you. Keep reading. You’ll see how a few simple habits can […]

Can I Put More Than One Business in a Single QuickBooks Subscription?

The Short Answer: Yes, But You Shouldn’t QuickBooks Online lets you put more than one business under a single subscription. But just because you can doesn’t mean you should. Think of it like trying to forecast the weather for two completely different cities using the same thermometer. You might get a number, but it won’t tell you the […]

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 Hard to Use? What You Should Know Before DIY-ing It

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 […]

What Am I Really Trying to Build—A Job or a Business?

Let me ask you something real: Are you building a job…or a business? And I don’t mean a 9-to-5 where you clock in and collect a paycheck. I’m talking about the kind of job where you’re the whole show. The sales team, the customer service rep, the bookkeeper, the janitor, and the one sending invoices […]

Should You Fire Your Bookkeeper? Let’s Talk About It.

I got a call the other day from a business owner. He jumped right in and said, “I think I need to fire my bookkeeper.” I told him, “Hold on—let’s slow down a minute.” He started explaining that she charges one amount sometimes and then another amount other times. I asked him to tell me […]

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 […]