Bookkeeping
-
Confident Growth Starts Here: What to Expect From Working With Rooted
When you’re running a small business, it’s easy to feel like you have to do everything on your own, especially when it comes to your finances. Maybe you’ve been patching together spreadsheets, hoping your numbers make sense. Or maybe you’ve had a bookkeeper in the past but still felt confused about where your money was…
-
Beginner’s Guide: How to Set Up QuickBooks the Right Way
If you’re feeling overwhelmed by QuickBooks, you’re not alone. Whether you’re starting your bookkeeping journey mid-year or finally getting organized after tax season, getting your QuickBooks setup right from the beginning makes everything easier. In this post, we’ll walk through the essential steps to set up your QuickBooks Online account the right way. By the…
-
Why It’s Time to Upgrade from DIY Bookkeeping to Professional Help
When you first started your business, doing your own bookkeeping might have felt like the smart, scrappy, budget-friendly thing to do. And for a while, maybe it worked. But if keeping up with your books now feels overwhelming, confusing, or like something that always gets pushed to the bottom of your to-do list, you’re not…
-
QuickBooks Tips for New Business Owners (And Why It’s Worth the Investment)
Starting a business is an exciting leap, but when it comes to managing your finances, things can get overwhelming fast. That’s where QuickBooks comes in. As a CPA and Advanced QuickBooks ProAdvisor, I’ve seen firsthand how this powerful tool helps business owners stay organized, reduce stress, and make smarter financial decisions from day one. If…
-
Overwhelmed by Bookkeeping? 6 Signs It’s Time to Get Help
As a small business owner, you’re used to wearing all the hats: CEO, marketing department, customer service rep, and yes, even bookkeeper. But there comes a point when doing it all starts to slow you down or create more stress than it’s worth. So how do you know when it’s time to hand off your…
-
The Ultimate Bookkeeping Cleanup Checklist Before Tax Time
Hi Katie, How much of the customer deposits are allocated to purchasing products, overhead, and marketing? Is there a way to break it down? If you’ve been putting off organizing your books, now’s the time to get things in order. Tax deadlines are approaching, and a little effort now can save you hours of stress…
-
New Year, Clear Books: How to Start 2026 with Clean Financials
The holiday season may be behind you, but the financial fog it leaves behind is all too real. Between year-end rushes, seasonal sales, and juggling time off, it’s easy to start the new year feeling a little disorganized. But here’s the good news: January is the perfect time to reset, refocus, and realign your business…
-
Unlock Peace of Mind: Your Bold Year-End Book Closing Guide
Closing out your books at year-end isn’t just a task for your accountant. It’s one of the most important things you can do to set your business up for success in the new year. Whether you’re a solopreneur or managing a growing team, wrapping up your financials with clarity gives you the insight you need…
-
Stop the Stress: How to Know If It’s Time to Hire a Bookkeeper
When you’re running a small business, every expense matters. It’s tempting to do everything yourself to save money, including your bookkeeping. But just because you can doesn’t mean you should. Managing your books is more than just tracking income and expenses. It’s about keeping your financial foundation strong, making smart decisions, and staying compliant. So…
-
Boost Accuracy and Save Time: Why You Need a Better Bookkeeping Setup
If you’re still tracking your business finances in a spreadsheet, you’re not alone. Many small business owners start with a simple Excel or Google Sheet to log expenses and income. And while that can work in the beginning, it often becomes overwhelming as your business grows. The truth is, spreadsheets are limited. A bookkeeping system,…