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...

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...

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...

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,...

We are #notyourtypicalbookkeepers and we want everyone to know it.  Our clients already know that we provide much more than just the basic data entry required when you think about "bookkeeping".  We truly care about our clients - we get excited about their successes...