Tag Archives: financial clarity

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 […]

Don’t Only Turn On QuickBooks Settings — Follow Through!

Running a business means making smart choices with your money. QuickBooks gives you powerful tools, but flipping a switch is not enough. The real value comes when you follow through with the settings you turn on. Let’s talk about three of the most important ones: Inventory: Track It Item by Item Turning on Inventory Tracking […]

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 […]

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. […]

📉 Fully Booked but Still Broke? The Answer Might Be in Your Payroll

Have you ever looked at your calendar, saw it jam-packed with customers, and thought, “Why am I still not making money?” That’s exactly what happened with one of the business owners I work with. For six months straight, we sat down together, staring at the same reports. He was fully booked, his schedule was maxed out, […]

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 […]