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Accounting & Bookkeeping

The Critical Drivers on Your Accounting Dashboard

When running a small business, there are a lot of critical numbers to know that’ll help you make better business decisions. While many KPIs (Key …

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Accounting & Bookkeeping

Ensuring a Solid Reporting System

In a previous article, we discussed creating a fundamentally sound reporting system. In this article, we’ll expand on that by focusing on having a proper …

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Accounting & Bookkeeping

Building Your Accounting Team

For your business’ accounting needs, knowing what services you need and how to set up your operational systems is the foundation of receiving accurate and …

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Accounting & Bookkeeping

Communicating the Numbers to the Owner

Recently in one of our workshops, an internal bookkeeper asked us: “How do I communicate to the owner the importance of these financial numbers? How …

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Tax Strategy

As a Business Owner, How Do I Pay Myself?

The method by which you get money out of your business depends on the type of entity you are registered as with the IRS. Here, …

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Tax Strategy

7 Tax Strategies Blueprint

When we review a tax return, several factors can be considered to consider potential tax strategies you may be able to utilize and possible strategies …

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Essential SeriesGrowth & GoalsNumbers

6 Essentials to Bank Financing

Recently while talking business with a banker, we discussed three items that could help people looking for help presenting their financial information to the bank. …

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Accounting & Bookkeeping

What Are My Responsibilities as an Internal Bookkeeper?

Recently, a client of ours hired a new internal bookkeeper. This new employee asked us during onboarding what they needed to do each day, as …

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Accounting & Bookkeeping

3 Tips to Successful Onboarding With Your Accountant

When it’s time to bring a new accountant onto your team, follow these three guidelines to foster a smooth onboarding process.  1. Monthly Cash Flow …

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