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Understanding the Cash Flow Cycle
As a small business owner, you've probably heard the phrase "cash is king," and it's true! But what does that really mean? It’s all about...
Mary Davis
1d1 min read


How to Handle Business Travel Expenses
Business travel can be a great way to grow your business, but keeping track of expenses can be a real headache. As a Certified Public...
Mary Davis
Nov 132 min read


A Small Business Owner's Guide to Loans
Whether you're looking to expand, buy new equipment, or simply cover a cash flow gap, a business loan can be a powerful tool. But with so...
Mary Davis
Nov 61 min read


Simple Cybersecurity Tips for Your Small Business
In today's digital world, a cyberattack isn't just a problem for big corporations—it's a real threat to small businesses, too. Protecting...
Mary Davis
Oct 301 min read


🎉 Beat the Tax-Time Scramble: Why Year-End Prep is Your Best Investment
As a small business owner, the fourth quarter is often a blur of holiday sales, client projects, and big goals. It’s easy to push "bookkeeping clean-up" to the very end—but that mistake can cost you money and peace of mind. Getting organized and prepared for year-end now isn't just about avoiding a frantic February; it’s about making smarter, more strategic decisions that benefit your bottom line. The Three Big Benefits of Being Prepared 1. Maximize Your Tax Savings 💰 When
Mary Davis
Oct 292 min read


Setting Smart Goals for Your Small Business
As a small business owner, you're constantly moving, but are you moving in the right direction? Taking time to set clear, actionable...
Mary Davis
Oct 231 min read


Choosing the Right Accounting Software for Your Small Business
Picking the right accounting software can feel like a big decision, but it’s one of the most important steps you can take to streamline...
Mary Davis
Oct 162 min read


The Latest 1099 NEC/MISC Rules
Navigating the 2025 Tax Year: Understanding the Latest 1099-NEC and 1099-K Rules For businesses and independent contractors alike, staying on top of tax reporting requirements can be a challenge, especially with recent legislative changes. The 2025 tax year is a transitional period, with new rules affecting Forms 1099-NEC and 1099-K that you'll need to understand when filing in 2026. Here’s a breakdown of the key reporting rules for payments made in the 2025 tax year. Form 10
Mary Davis
Oct 133 min read


Navigating the 1099-K Threshold: What Small Businesses Need to Know
Get ready for a bit of good news that will simplify things for many of you. After years of confusion and a lot of back and forth,...
Mary Davis
Oct 92 min read


Getting Ahead of 2026: A Financial Checklist
As we approach the end of 2025, it’s not too early to start thinking about the financial health of your business in the new year....
Mary Davis
Oct 21 min read


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
Sep 251 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
Sep 202 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
Sep 191 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
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