Conquer Monthly Bookkeeping in 5 Simple Steps as an Advisor
4 MIN READ So you’ve got your books set up, perhaps in one of our Set-up & Training Workshops, now what? Keeping your books clean and up to date is important, especially in the...
Accounting 101: The Basics you Should Know
5 MIN READ Take a step back and remember your younger self in high school or even college. Get out your notes because this is your first day of accounting class! But don’t...
Your Guide to Post-Pandemic Business Expensing
5 MIN READ As we begin to slowly emerge from the pandemic, business owners and clients alike will need time to re-adjust. There is a mutual sense of urgency to return to normalcy...
Your Guide to Outsourcing Bookkeeping and Accounting as an Advisor
5 MIN READ In the busy world of firm ownership, shouldering a full plate of responsibilities can often feel like part of the job description. From following up with clients, to...
Lessons Learned: Splurges That Are Worth It (and Some That Aren’t)
5 MIN READ I’m not going to say that I’m an expert on how you should spend your money—although I am pretty good at spending my own. But as a bookkeeping professional, I am an...
Be Your Own Hero: The Benefits of Understanding Basic Accounting
5 MIN READ Having a cape-wearing, ever-available CPA on speed dial is the stuff of most business owners’ dreams. Unfortunately, number-savvy superheroes aren’t always this...
Are Your Books Ready for Tax Prep?
3 MIN READ With 2020 officially in the rearview mirror (see ya never!) and our sights set on 2021, it's time to start thinking about fresh starts, new beginnings, and, of course,...
Doing Your Own Bookkeeping? Avoid These Common Mistakes
3.5 MIN READ When new clients come to us with neglected books, the first thing we do is clean them up. This simply means we find mistakes—often the result of bad bookkeeping...
What Small Businesses Should Know About the Paycheck Protection Program
4 MIN READ Updated April 7, 2020 at 12:30 PM MT With the advent of the $2.2 trillion (yes, that’s a t, not a b) government stimulus package in light of the novel coronavirus,...