Insights & Articles

Winter is here, bringing shorter days and a natural slowdown for many seasonal businesses. Here are some tips for navigating this transition smoothly, ensuring your business stays financially fit through the slower winter months.     1. Cash Flow: Know Your...

  Are you experiencing challenges with credit card payments and reconciling transfers in QuickBooks Online (QBO)? These common pitfalls can lead to headaches during reconciliation if not handled correctly. Let’s back up a bit here. In QBO, when there are...

  Anyone who owns a business knows that they have to be a jack of all trades. One thing that business owners learn the hard way is that managing the books is a skill set that is nothing like balancing a checkbook. Bookkeeping is its own practice that needs to be...

Does your stomach drop when you check your business bank account? Do you find yourself wondering, “Where did all the money go?” Or worse—racking up mountains of debt just to cover business expenses? If this sounds familiar, it’s likely not just a money issue—it’s a...

More often than not, the answer is a resounding “No.” Most entrepreneurs are significantly underpaid. In this issue, we’ll walk through how to figure out what you should be paying yourself—and how to actually get there. Paying yourself as a business owner isn’t just...

If COVID has taught us anything, it’s this: nothing is certain. Your business could literally dry up tomorrow. Dark, I know. Here’s the good news: you can build liquidity insurance into your business. In other words, you can do something about it and make sure your...