Move Beyond the Numbers to Insights You’ve got financial reports. Perhaps your bookkeeper closes the books each month and emails you a profit and loss statement (P&L) and balance sheet. If you’re savvy and have requested it, you may even get a cash flow statement. But here’s the truth: reports alone don’t help you run READ MORE
Tag: Bookkeeping
Recognize the Signs of the Messy Middle
The Messy Middle Business growth is rarely smooth sailing. For founder-led companies, scaling often feels like navigating whitewater: fast, unpredictable, and a little overwhelming. Recognizing that you are in this stage is the first step toward managing it effectively. Defined by Les McKeown, whose first book was Predictable Success, whitewater is the stage between startup READ MORE
4th Quarter Bookkeeping In 7 Simple Steps
The kids are back in school. The holidays are around the corner. Soon, autumn leaves will be on the ground. You are probably thinking more about your holiday plans and less about your 4th quarter bookkeeping. Thinking about Thanksgiving instead of Q4, year-end closing, and tax season is undoubtedly more fun. Those are all around READ MORE
Bookkeeping: Naughty or Nice? 3 Things To Know Before Year-End
Was this year Naughty or Nice? There’s still time to change before the year ends. As this year comes to a close, the holiday season is well underway. Thoughts of friends and family and feelings of gratitude and joy fill the air. Most people are winding down for the few remaining weeks of the year. READ MORE
Cleaning Up Your Books Now: Make Better Business Decisions
Cleaning up your books is likely the last thing on your mind if you’re like many other small business owners. You have bigger fish to fry. Your mind is more likely occupied with a customer acquisition. Or maybe it’s on philanthropic opportunities. Maybe you’re already thinking about the next busy season. Let me ask you… READ MORE
Enter the Age of Bookkeeping Automation
Remember The Jetsons? George Jetson’s job consisted of sitting behind a desk and pushing a single button while his computer handled the rest. Automation – It seemed so out there at the time. Welcome to the future, where you can automate a lot of administrative small business tasks that weren’t possible even ten years ago. The less manual administration READ MORE