Articles
Common Budgeting Mistakes Business Owners Make
Business budgeting is just as important as personal budgeting because your business is what funds your personal life. If your business finances are not managed well, it becomes very difficult to pay yourself consistently, save, or plan ahead personally. We see this...
A Simple Guide to Tax Planning for Solopreneurs and Small Businesses
One thing we hear often from business owners is that taxes feel stressful and unpredictable, especially after tax season is over and there is little clarity on what to do next. Many of the clients we work with come to us unsure of what they will owe or how to prepare...
What Percentages of Revenue Should You Allocate to Expenses, Taxes, and Profit
One of the biggest challenges we see with business owners is not knowing where their money should be going each month. We have worked with many clients who were bringing in good revenue but still felt stressed because they were unsure how much to spend, how much to...
8 ways to tell if your business is doing well financially
One thing we hear often from business owners is, “I feel busy, but I am not sure if my business is actually doing well financially.” We have worked with many clients who were bringing in sales but still felt unsure about their financial position. Once we walked...
How messy bookkeeping can affect your taxes
We often hear from business owners who only realize their books are messy when tax time comes around. By that point, things feel rushed, confusing, and stressful. We have helped many clients clean up their books after the fact, and almost every time they say the same...
How often should you really look at your numbers as a business owner?
One of the most common things we hear from business owners is, “I only really look at my numbers during tax time.” And honestly, we get it. You are busy running your business, serving clients, and managing everything else that comes with it. But we have worked with...
4 Ways to Reduce Your Taxes Before You File
If you are feeling the pressure of tax season, you are not alone. Every year we hear from business owners who say, “I wish I had planned earlier.” The good news is there are still a few smart moves you may be able to make before you file. Here are four last minute...
Beware of these common tax & business scams
As business owners, you are constantly receiving emails, text messages, and phone calls about payments, invoices, tax notices, and account updates. Financial spam is becoming more sophisticated. Messages often look like they are from your bank, the IRS, a vendor, or...
What to do when your bookkeeper or accountant is retiring
If your bookkeeper has shared that they are planning to retire, you may be wondering what this means for your business. We have helped several business owners through this exact situation. Most of them did not realize how much their bookkeeper handled until they...
Transform Your Business With a Money Mindset Shift!
Most business owners think growth comes from working harder, selling more, or adding new offers. But one of the biggest shifts we see in successful businesses starts somewhere else. It starts with how you think about money! Your money mindset directly impacts how you...