Tales from the

Financial

Trenches

Setting Profit Goals

Setting Profit Goals

The new year has begun, and with it, the opportunity to set goals for what you and your business can accomplish over the next twelve months. As you identify your business goals for the year, make sure to plan for your PROFIT. While it's difficult to find an...

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Last Minute Tax Tips

Last Minute Tax Tips

My least favorite thing to hear from a business owner is that they ran out and bought a whole ton of stuff before the end of the year to get the tax write-off. Ugh.  While it seems like a great idea from the advertisements you are seeing by car dealerships, in the...

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6 signs your accountant isn’t the one for you

6 signs your accountant isn’t the one for you

Is the accountant you are working with the same one you used before you were an entrepreneur or the one your parents recommended? Accountants are often associated with filing taxes once a year, boring chats, long confusing emails and sometimes even what feels like...

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The 411 on 1099S

The 411 on 1099S

Welcome to January!This month, one of the most important financial tasks that you need to accomplish is completing any necessary 1099 returns for your team, contractors, and company vendors. For many business owners, this can be a source of great stress, because of...

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Double Your Clients’ Results

Double Your Clients’ Results

A few years into my bookkeeping business, I had a huge aha. Over and over new clients would come to me and tell me all of the reasons that they couldn’t work with their previous bookkeeping service. And while many of them were legit reasons (I am not getting timely...

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