Small Business Tips
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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
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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
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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
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End the Year Strong: Empowering Money Rituals for Business Owners
The end of the year is a powerful time for reflection, closure, and intention setting. As a business owner, it’s more than just closing your books or hitting a revenue goal. It’s about honoring how far you’ve come, clearing space for what’s next, and grounding yourself in clarity before stepping into a new season. If
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Tax Season Made Easy: The Only Prep List You Need This Year
Tax season might not officially kick off until next year, but smart business owners know that getting ready early is the key to a smooth and stress-free experience. The more you prepare now, the fewer surprises you’ll face later, and the easier it will be to file confidently and on time. Whether you’re DIY-ing or
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Year-End Profit Boost: 5 Simple Ways to Save Money Now
When you’re running a business, it’s easy to get caught up in the day-to-day. But as the end of the year approaches, taking a little time to tighten up your finances can lead to major savings, and a lot less stress come tax season. Whether you’re trying to improve your bottom line, reduce your tax
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👻 Spooky Money Mistakes to Avoid (And How to Keep Your Business Financially Fearless)
Halloween might be about ghosts and goblins, but there’s nothing scarier than haunting money mistakes lurking in your business. These financial missteps can sneak up on you, create chaos behind the scenes, and even sabotage your growth if you don’t catch them early. Let’s shine a flashlight on five common spooky money mistakes and what
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The Hidden Truth About Financial Anxiety (And How to Take Back Control)
Money is emotional. It impacts our security, our self-worth, our relationships, and our ability to dream big. So it’s no surprise that financial anxiety is one of the most common struggles among small business owners. Whether it’s a slow sales month, unexpected expenses, or the pressure to make ends meet while growing your business, financial
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Breakthrough Money Moves: The Ultimate Guide for Product-Based Founders
Running a product-based business comes with unique financial challenges. Between managing inventory, tracking production costs, and navigating seasonal shifts, it’s easy to feel overwhelmed. But with a solid financial foundation, you can run your business with more clarity, confidence, and control. Whether you’re selling handmade goods, curated boxes, or retail products, this guide will help