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Episode 1: Welcome & Special Guest Rachel Collins of Living Well Financial Coaching
Welcome to the very first episode of the Not Your Typical Bookkeeper Podcast, hosted by Katie Hanna of Details Matter Bookkeeping & Advisory. In this kickoff conversation, Katie is joined by special guest Rachel Collins for a relationship-driven discussion centered on business ownership, real experiences, and the conversations that shape how we grow.
Ep1: Welcome & Special Guest Rachel Collins of Living Well Financial Coaching
Welcome to the very first episode of the Not Your Typical Bookkeeper Podcast, hosted by Katie Hanna of Details Matter Bookkeeping & Advisory. In this kickoff conversation, Katie is joined by special guest Rachel Collins for a relationship-driven discussion...
The No Tax on Tips and Overtime Rule: What Business Owners Need to Know
Last month, I had the opportunity to host a webinar with my business friend, Edgar Ndjatou, on a topic that’s been getting a lot of attention lately: the No Tax on Tips and Overtime rule and what it could mean for employers heading into tax season. There’s been plenty...
Paid Family and Medical Leave Tax Credit for Employers: What Small Businesses Need to Know
Recently, I had the pleasure of partnering with Edgar Ndjatou of Officium for a webinar all about the Paid Family and Medical Leave tax credit for employers—an often-missed opportunity that can save small businesses money and improve employee satisfaction. If you’ve...
5 Scary Things That Can Happen If You Don’t Keep Good Books and Records
It’s spooky season—and while ghosts and goblins might give you a fright, there’s something even worse lurking in the dark. Scary bookkeeping problems for small business owners! 💀 Messy books.👻 Missing receipts.😱 Tax surprises. Don’t worry—this isn’t a horror story...
Diversifying Revenue Streams for Small Business: Smart Ways to Build Income
For many small business owners, revenue comes from one primary source—maybe client work, product sales, or contracts. And while that can work for a while, putting all your eggs in one basket can be risky. What happens if demand dips? Or a key client moves on?...
Financial Forecasting for Small Business: Turning Numbers Into Strategy
When you’re running a small business, it can feel like you’re always juggling—sales, expenses, payroll, and maybe even expansion plans. But how do you make confident decisions about the future when there are so many moving parts? That’s where financial forecasting for...
How to Read Your Profit & Loss Statement Like a Pro
Your Profit & Loss statement (P&L), also called your Income Statement, is one of the most important financial reports in your business. It’s a snapshot of how much money is coming in, how much is going out, and—most importantly—what’s left over at the end. The...
5 Common QuickBooks Mistakes Small Business Owners Make
QuickBooks Online can be a powerful tool for keeping your business finances organized—but only if you’re using it correctly. Over the years, I’ve worked with many small business owners who are doing their own bookkeeping, and I’ve seen the same mistakes pop up again...
Effective Cash Flow Management Strategies for Small Businesses
Cash flow is one of the most important (and often overlooked) parts of running a healthy business. Even profitable businesses can run into trouble if they don’t manage their cash well. Put simply: cash flow is the movement of money in and out of your business. When...