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Not Your Typical Bookkeeper

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The Vital Role of Bookkeeping

In the intricate world of taxes, there's a simple truth: good bookkeeping is your best friend. The recent case of Gobran v. Commissioner serves as a compelling reminder of why meticulous record-keeping is not just a chore, but a necessity for every business owner. The...

Unlocking Success: 7 Common Key Performance Indicators for Small Businesses

Running a small business is like sailing a ship in uncharted waters. To ensure you're on the right course and headed towards success, you need a compass. In the world of business, that compass is known as Key Performance Indicators (KPIs). KPIs are essential metrics...

Maximizing Travel Deductions for Small Businesses: The Power of Accurate Record-Keeping

Running a small business involves a multitude of expenses, from travel to client meetings to attending industry conferences. Did you know that many of these expenses can potentially be tax-deductible? However, it's not as simple as declaring them; the IRS requires...

Our Signature Service: Chart of Accounts Optimization

You already know we are #notyourtypicalbookkeepers, but there’s something that we do for every new client that I want to dive a little deeper into.  I like to call it Chart of Accounts (COA) optimization.  This service is designed to help you streamline your financial...

How does “Advisory” work?

So, now that we have added “Advisory” to our name, what does that actually mean?  Clients in our Full and Premium packages (I’m working on new names for these) will be getting 1 on 1 deep dive strategy sessions with me either quarterly or monthly, respectively. So,...

1099 Rules and what they mean to you

If you are one of our clients, you’ve probably gotten some questions in our portal about needing W-9 forms from vendors.  I wanted to clarify on some of the rules, so whether you are a client or not, you’ll be prepared for January 31st when 1099s are due. What is a...

MarylandSaves Program

To all my fellow small business owners - I’m sure you’ve been hearing chatter recently about the new MarylandSaves retirement program that the state is rolling out and requiring participation.  So, I went ahead and did my research and I’m bringing you the quick and...

Origin Story

Hey peeps!  Now that I’ve got the blog up and running, I figured I’d throw in a little background on me.  My name is Katie Amori Hanna and I’m the daughter of Joanne Baum, who is also well known in the community.  I’m a Walkersville native and graduated from...

New software, more value

The new client portal is amazing!  We can send your uncategorized transactions to the portal and then send you a text or email to go in and check them.  And guys, this portal is fully mobile optimized!  So, you can answer questions or leave notes to us from your phone or tablet.  Big game changer for you!

Coming soon…

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Katie Hanna

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