When it comes to personal finance, many professionals often wonder where all their money goes by the end of the month. Understanding how to take control of your finances can be overwhelming, but it doesn't have to be. In this blog post, we’ll explore five effective...
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...
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...
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...
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?...
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...
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...
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...
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...
Pricing the products or services for your small business can feel like a bit of a Goldilocks situation. Too low, and you’re constantly scrambling to cover expenses. Too high, and customers may walk away before giving you a chance. So how do you find that just right...