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Understanding Profit Margin: A Guide for Business Owners

by | May 24, 2024 | Advisory Services, Business, Business Tips | 0 Comments

Profit margin is like a financial health check for your business, showing how well you're turning sales into profits. It's a crucial metric that tells you if your business is making money and how efficiently it's operating. Let's break it down in plain terms to help...
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What is the Role of Advisory Services in Mitigating Economic Risk?

by | April 3, 2024 | Advisory Services, Bookkeeping Services, Business | 0 Comments

In the active business environment of Frederick, where innovation meets tradition, companies face various challenges and opportunities. In the dynamic economic world, businesses must not only struggle for growth but also strengthen themselves against potential risks....
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How Online Training in Quickbooks Can Help You to Manage Your Finances Effectively?

by | March 28, 2024 | Advisory Services, Bookkeeping Services, Business | 0 Comments

In today's fast-paced digital world, managing finances effectively is important for individuals and businesses alike. With the rise of online platforms, traditional methods of financial management have changed, offering more simplified and efficient solutions. Among...
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Managing a Small Business with Spreadsheets

by | March 22, 2024 | Business Tips, Training | 0 Comments

When you’re managing your own business, it can be difficult to keep track of everything there is to do, particularly the finances. Spreadsheets can be a great tool, but they can also be overwhelming and tricky to organize. Today, we’ll go over some tips and tricks on...
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Can Your Business Survive Without Proper Financial Management?

by | March 21, 2024 | Advisory Services, Bookkeeping Services, Business | 0 Comments

In the busy world of entrepreneurship, every decision, every move, and every penny counts. It's a world where success and failure are often based on a delicate balance of strategy, innovation, and most importantly, financial management. Still knowing the importance,...
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MarylandSaves Program

by | Sep 14, 2022 |

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

by | Sep 7, 2022 |

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

by | Aug 22, 2022 |

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…

by | Aug 18, 2022 |

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