Articles
Is Your business Budget Still Working for You?
Most business owners create a budget once, feel good about it, and then don’t look at it again until the following year. But if you’re not reviewing your budget regularly, it’s probably not working as well as you think. Business isn’t static, prices change, revenue...
The Key Numbers You Need to Scale Your Business Successfully
Scaling a business is exciting, but growth without financial clarity can lead to cash flow problems, unnecessary debt, and unpredictable expenses. If you’re looking to scale your business successfully, these key numbers will help you stay in control and make informed...
Is It Time to Switch Bookkeepers or Accountants? Here’s How to Know
Your bookkeeper or accountant plays a big role in keeping your business finances on track, but if they’re not meeting your needs, it might be time to make a change. If you’ve ever found yourself saying: "My bookkeeper or accountant never explains anything to me."...
How to Spot and Stop Fraud in Your Business Finances
Fraud can happen in any business, no matter the size. It often starts small with an unapproved expense, a missing transaction, or a duplicate payment. If left unchecked, these little red flags can turn into serious financial losses. The good news is that most fraud is...
Get Paid Faster: 3 Invoice Hacks for Business Owners
Cash flow is crucial for every business, but unpaid invoices can cause financial stress. Late payments make it harder to cover expenses, invest in growth, and keep operations running smoothly. The good news is that a few simple strategies can help you get paid on...
4 Ways to Keep Your Business Resilient in Economic Uncertainty
Economic ups and downs happen, but staying on top of your finances and efficiency can help your business stay strong. Here’s how: 1. Keep an Eye on Cash Flow Know what’s coming in and going out so you’re never caught off guard. Cut unnecessary costs, ask vendors for...
Accountant Retiring? Here’s What You Need to Know
If your accountant is retiring, you might be wondering what to do next. Don’t panic! There are a few key steps you can take to ensure a smooth transition for your business finances. 1. Get Your Records in OrderBefore your accountant steps away, request all financial...
Should You Void or Delete Transactions in QuickBooks?
When managing your transactions in QuickBooks (or any accounting software), it’s important to understand whether to void or delete a transaction. The right choice can help you maintain accurate records and avoid potential issues down the line. Here's a breakdown: Void...
What Can You Automate in Your Business Finances?
Running a business is a lot of work, but there are ways to make things easier! One of the best ways to save time and reduce stress is by automating parts of your business finances. Here are a few things you can automate: Invoices – Set up recurring invoices for...
Monthly Bookkeeping Tasks Simplified
Managing your business finances can be overwhelming, but breaking it down into smaller, manageable tasks can make all the difference. Here’s a quick guide to the essential bookkeeping tasks you should tackle monthly to keep everything running smoothly and your...