Recently, one of our bookkeeping clients experienced a QuickBooks Online (QBO) scam that we want to share as a warning to other business owners. She contacted QuickBooks support through the Help menu inside QBO—something most of us would consider safe….
You’re careful with your business. You try to stay organized. So why does your bookkeeping still feel like a mess? It might not be about how much work you’re doing—it might be how you’re doing it. Some of the most…
We’ve seen it time and time again—two business owners in the same industry, offering similar services, but with wildly different outcomes. One is constantly behind, stressed about money, and unsure what’s going on with their finances. The other? Focused, confident,…
Running a small business is no easy task, and bookkeeping often gets pushed to the bottom of the to-do list. But keeping accurate financial records is essential to maintaining cash flow, preparing for tax season, and making informed business decisions….
We filed. You exhaled. The numbers are in, and the deadline passed — maybe with a few coffee-fueled late nights. But now that tax season is behind us… what happens next? Here’s the thing: April might be the finish line,…
Spring isn’t just for deep-cleaning your home—it’s also the perfect time to tidy up your finances before tax season ends. Whether you’re a small business owner, freelancer, or simply managing personal finances, taking a little time now can help you…
St. Patrick’s Day has come and gone, but if you’re still hoping to improve your business finances, it’s not too late. While luck might play a role in some things, keeping more of your hard-earned money comes down to smart tax…
March Madness is here, and while basketball fans are busy filling out their brackets, business owners should be thinking about a different kind of strategy—financial planning. Just like in basketball, the businesses that win aren’t the ones relying on luck;…
If your business is required to report Beneficial Ownership Information (BOI), there’s an important update you need to know. On February 18, 2024, a Texas district court lifted the last major block on enforcing the Corporate Transparency Act (CTA), meaning businesses…
Is Your QuickBooks Online Account Secure? If you use QuickBooks Online (QBO) to manage your business finances, security should be a top priority. Cybercriminals are constantly looking for ways to steal financial data, and a simple password is no longer enough to…