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5-Step Guide to Preparing for Your Accountant
If you filed for an extension on your taxes, you’re not alone. But October 15th is soon approaching.
What to do if you’re hacked.
A step-by-step guide for what to do if your account gets hacked or your identity is stolen.
“Do you do taxes?”
When I first meet someone, and they learn I’m a bookkeeper, one of the most common questions I hear is: “Do you do taxes?”
How to Read a Profit & Loss Statement and Balance Sheet
Your Profit & Loss Statement (P&L) and Balance Sheet are powerful tools.
Third Quarter Check-In: A Year-End To-Do List for Your Business
Owning your own business is exciting. Keeping your books clean and ready for tax time is the hard part.
The Hidden Costs of DIY Bookkeeping: Why It Pays to Call a Professional
DIY bookkeeping may save you money upfront, but it comes with risks that most business owners don’t see until it’s too late.
5 Bookkeeping Habits Every Retiree Should Know
Retirement is meant to be a season of rest, freedom, and enjoying the fruits of your labor.
How to Protect Yourself from Financial Scams
Individuals aged 60 and older reported losses exceeding $3.4 billion due to financial scams in 2023. Learn how to protect yourself.
Maximizing Your Business Retirement Savings: What You Need to Know
How You Can Still Contribute Before Filing Your Taxes
The Life & Legacy Organizer: A Gift of Clarity and Peace of Mind
Preparing for the inevitable is an act of love.
How My Services Benefit Retirees and Their Families
Hiring a bookkeeper isn’t just about managing numbers—it’s about gaining peace of mind.
The Power of Classes in QuickBooks: A Guide
The Class Tracking feature can be a game-changer.
Running Your Household Like a Small Business: Insights from a Bookkeeper Who’s Also a Mom
Both require careful planning, budgeting, and juggling multiple responsibilities to stay on track.
How to Read Financial Reports (Without Falling Asleep)
With the right approach, you can easily make sense of the numbers.