Small Business & Solopreneur Life
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The Essential Financial Systems for Solopreneurs

When you’re running a business on your own, it’s easy to rely on memory, sticky notes, and whatever system feels easiest in the moment. At first, that may work. But as your business grows, even modestly, financial tasks become more difficult to manage without clear systems in place. Receipts get misplaced, bookkeeping falls behind, documents…
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The Best Oregon Small Business Resources for Entrepreneurs

Starting and growing a business can feel overwhelming, especially when you’re trying to figure everything out on your own. The good news is that Oregon entrepreneurs have access to a variety of organizations that provide education, mentoring, funding resources, networking opportunities, and business support. Many of these services are free or available at a low…
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What Working With Rooted Accounting Actually Looks Like

Hiring a bookkeeper is a big decision. You’re handing over access to your finances, trusting someone to track your numbers, and hoping they’ll make things feel less chaotic, not more. But what does that actually look like in practice? At Rooted Accounting, my goal is to be more than just a number cruncher. I aim…
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Stop Overpaying: Overlooked Tax Deductions You Need to Know

When it comes to taxes, most entrepreneurs have one main goal: get it done and over with. But even if you’ve already filed (or are preparing to), it’s worth asking: are you missing out on deductions that could lower your tax bill? Many small business owners are. Whether it’s because of unclear bookkeeping, unfamiliar rules,…
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Avoid These Bookkeeping Mistakes (They Cost Big in Clean-Up Fees)

Most small business owners do not start their business because they love bookkeeping. And honestly, you should not have to. You built your business to serve clients, create meaningful work, and build a life you are proud of. Not to spend your evenings wrestling with QuickBooks. Here is the truth I have seen over and…
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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…
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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…




