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Small Business Tax Planning: 3 Moves to Make Before Year-End
As a small business owner, tax season is always on your mind. However, taking a few strategic steps before December 31st can help reduce...

Mary Davis
11 hours ago1 min read


W-9s: Why They're a Must-Have for Your Small Business
As a small business owner, you likely work with a variety of freelancers, independent contractors, or vendors who aren't your full-time...

Mary Davis
5 days ago2 min read


End the Year Strong: 3 Financial Tips for a Successful Q4
With the final quarter of the year underway, now is the perfect time to review your financial health and set yourself up for success. A...

Mary Davis
6 days ago1 min read


How Consistent Bookkeeping Powers Sustainable Growth for Businesses
Every business owner dreams of financial freedom – the ability to make choices that align with their vision, without being constrained by...

Mary Davis
Sep 113 min read


Your Bookkeeping Partner: What to Look for When Choosing a Service That Understands Your Business
As a business owner, you wear many hats. From client acquisition to project delivery, your plate is full. The idea of delegating...

Mary Davis
Sep 43 min read


The Time-Saving Secret: How Outsourcing Bookkeeping Frees Up Business Owners to Do What They Love
As a business owner, your time is your most valuable asset. Every hour you spend on administrative tasks like bookkeeping is an hour...

Mary Davis
Aug 283 min read


Common QBO Clean-Up Mistakes Businesses Make (And How to Fix Them)
QuickBooks Online (QBO) is an incredibly powerful tool for managing your small business finances. Its accessibility and robust features...

Mary Davis
Aug 213 min read


Stop Guessing, Start Growing: How Accurate Financial Reports Empower Your Business Decisions
As a service business owner, you're constantly making decisions: Should I hire another team member? Is it time to invest in new software?...

Mary Davis
Aug 143 min read


Your Essential Cybersecurity Checklist: Protecting Your Small Business in a Digital World
In today's interconnected business landscape, cybersecurity isn't just for tech giants – it's a fundamental necessity for every small...

Mary Davis
Aug 73 min read


Beyond Tax Time: Why Monthly Bookkeeping is a Game-Changer
For many business owners, bookkeeping often feels like a necessary evil, something begrudgingly addressed once a year when tax season...

Mary Davis
Jul 313 min read


The Weight of Being Behind: More Than Just Messy Books
As a business owner, you’re passionate about what you do. You thrive on helping your clients, delivering exceptional results, and...

Mary Davis
Jul 243 min read


The Ultimate Peace of Mind: Tax-Ready Books, Year-Round
Imagine it's March or April, or perhaps a quarterly estimated tax deadline is approaching. Instead of the usual feeling of dread, the...

Mary Davis
Jul 172 min read


Imagine Bookkeeping That Gives You Time Back
We often talk about bookkeeping "taking" time. It consumes hours that could be spent on client work, strategy, or even personal life. But...

Mary Davis
Jul 102 min read


The Vanishing Act: Making Payroll & Sales Tax Filing Errors Disappear
Few things strike fear into the heart of a business owner quite like potential tax errors, especially concerning payroll and sales tax....

Mary Davis
Jul 32 min read


Wish You Could Fast-Forward Through Bookkeeping Tasks?
Think about your typical workday or workweek as a service-based business owner. It’s likely packed with client calls, project work,...

Mary Davis
Jun 262 min read


Skip the Receipt Shoe Box: The Magic of Effortless Expense Tracking
The dreaded receipt pile. Whether it's a literal shoe box overflowing with crumpled paper, a chaotic folder on your desktop, or hundreds...

Mary Davis
Jun 192 min read


Abracadabra! Accurate Financial Reports Appear When You Need Them
As a savvy service business owner, you know that making smart decisions requires good information. You need to understand your...

Mary Davis
Jun 122 min read


What If Tax Deadlines Just... Weren't Scary Anymore?
Tax deadlines. For many service-based business owners, these dates loom on the calendar like impending doom. Income tax, estimated...

Mary Davis
Jun 52 min read


Dream of Instantly Organized Books? Making Messy QuickBooks a Thing of the Past
Does your QuickBooks Online file feel less like a streamlined tool and more like a digital junk drawer? Are transactions piling up...

Mary Davis
May 292 min read


Zap Your Late Payment Pile! The Magic of On-Time Bill Pay
Juggling client projects, marketing efforts, and daily operations leaves little room for error – or extra time. One area where things can...

Mary Davis
May 222 min read
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