How I’m the Bookkeeper Helps Women Build Confidence Through Clarity
Helping women and creative entrepreneurs turn financial chaos into calm through compassion, clarity, and confidence.
Paperless by Design: Running a Sustainable Remote Bookkeeping Business
Going paperless isn’t just good for business — it’s good for the planet. Here’s how I’ve built a fully remote, eco-conscious bookkeeping practice that keeps life and work in balance.
When an Expense Is Both Business and Personal: What You Can Deduct
Some expenses overlap between business and personal use — but only part of them is deductible. Here’s how to figure out the right percentage for your phone, car, home office, and more (without crossing the line).
Catch-Up or Clean-Up? How to Tell What Your Books Really Need
Not all bookkeeping problems are the same. Some business owners are behind, others are up to date but disorganized — and most need a little of both. In this post, I break down the difference between catch-up and clean-up bookkeeping, how to tell which one you need, and why getting both right makes your books finally make sense.
Why You Need to Clean Up Your Chart of Accounts; Is Your Chart of Accounts Helping You — or Holding You Back?
Your chart of accounts is more than a list — it’s the structure your financial reports rely on. When it’s organized, your numbers tell a clear story. When it’s cluttered, they hide the truth. Learn how to simplify, merge duplicates, and make your chart of accounts actually work for you — not against you.
The Night My Daughter Sang Our 9/11 Song (2013)
On September 11, 2013, my daughter performed a song we created together called “The Birds Don’t Know.” Born from my memory of that day in 2001, it carried the image of birds continuing to sing while the world stood still. This is the story of how the song came to life, and the night she lifted it into the air on stage.
When Violence Steals a Voice: Reflections on Charlie Kirk’s Legacy
Charlie Kirk’s tragic death is a reminder that violence robs us all — silencing voices that should be met with debate, not bullets. This reflection honors him as a husband, father, and youth leader, and gathers voices across the political spectrum calling us to reject violence and choose compassion.
📊 Are Your Books Ready for the October 15th IRS Deadline?
October 15th is the FINAL IRS deadline for 2024. Download your free 42-Point Tax Ready Checklist and take advantage of my limited-time $267 Books Assessment promo (normally $300).
QuickBooks Desktop to Online Migration | QuickBooks Cleanup Rescue Guide: Do You Really Need 30 Years of Data?
Wondering if you need to migrate decades of QuickBooks Desktop data? Learn what really matters in QuickBooks Online migration and save time & money.
Behind on Your Books? Get Caught Up + Save Big on Ongoing Support
Behind on your books? Get caught up with expert cleanup + ongoing support. First month free when you sign up for bookkeeping services.
Is it Time to Switch Bookkeepers? Here’s How to Know
Your bookkeeper or accountant plays a crucial role in managing your business finances, but what happens when they’re not meeting your needs? In our latest blog post, we explore the signs that indicate it might be time for a change. From lack of communication and inaccuracies in financial records to limited expertise and high fees, we cover key indicators that could affect your business's financial health. Discover how to make a smooth transition to a new financial partner who can better support your business’s growth and success.
How to Spot and Stop Fraud in Your Business Finances
The Importance of Early Detection
The key to preventing fraud is early detection. The sooner you spot suspicious activity, the less damage it can cause. Here are some red flags to watch for:
- Unexplained discrepancies in financial records
- Missing documentation for transactions
- Sudden changes in employee behavior, such as reluctance to share information
- Consistent over-budget expenses or excessive spending in certain categories
By being vigilant and recognizing these warning signs, you can take proactive steps to protect your business from potential financial losses.
Is Your Business Ready For Tax Filing? Find Out with My 2024 Books Assessment!
Accurate and complete bookkeeping is essential for filing tax returns correctly and avoiding the pitfalls of an audit. If you’re not entirely confident in your financial records, you’re not alone. Fortunately, there’s a straightforward way to ensure your business is prepared: my 2024 Books Assessment!
Get free personalized setup from Intuit after you migrate to QuickBooks Online
The QuickBooks Online Customer Support team is offering Free Personalized Setup*, a complimentary one-hour onboarding session to help you get started.
Finding a Bookkeeper Who Truly Gets Your Business
Not all bookkeepers are created equal, and finding the right one can make a world of difference for your business's financial health and overall success. Choosing the right professional is critical, as they will play a significant role in your operations. You need someone who not only understands your industry but also comprehends your goals and the unique challenges you face on a daily basis.
Here’s an expanded look at what to consider when searching for a bookkeeper who truly gets your business:
Key KPIs Every Business Should Track in 2025
As we dive into 2025, it’s time to focus on the numbers that truly matter for your business. Tracking the right Key Performance Indicators (KPIs) helps you stay aligned with your goals, spot opportunities, and make data-driven decisions.
Here are some KPIs to watch this year, with examples to help you apply them:
6 Simple Steps to Setting Up Your Accounting System
Getting your accounting system up and running doesn’t have to be complicated. Follow these simple steps to create a setup that works for your business and keeps your finances on track:
BOI Compliance Is Back - And The New Deadline is January 13th
BOI Compliance Is Back - And The New Deadline is January 13th
I’ve got breaking news: the BOI injunction has been lifted, and filing requirements are back on! Compliance is no longer optional, and I want to make sure you are ahead of the game.
Read here about what FinCEN announced for Beneficial Ownership Information Reporting
Which QuickBooks Online subscription plan is right for me?
Managing your finances effectively is crucial for business success, and QuickBooks Online offers a range of subscriptions designed to meet the unique needs of businesses of all sizes. In this newsletter, we’ll guide you through the different levels of QuickBooks Online subscriptions to help you choose the perfect fit for your business.
A Message of Solidarity and Support: Standing with President Donald J. Trump and the Entire Trump Family on July 13, 2024
It is with deep concern and shock that I take a moment to reflect and address the recent, disturbing attempt on the life of President Donald Trump. Today, July 13, 2024, will be remembered as a dark day in the history of our nation, marked by an attack against the democratic process and the safety of a public figure.
As I watched the live coverage of the presidential rally in Pennsylvania today and the attempt on the life of one of our own, President Donald Trump, I could only feel shock, great sadness, and trepidation for the coming days and months. This attack against democracy and the safety of a public figure has left me deeply concerned and appalled.
We, as a nation, must firmly denounce any efforts to undermine the democratic process and stand in solidarity with the enduring principles of democracy and unity in our nation. This chilling incident serves as a stark reminder of the collective responsibility we bear in safeguarding the integrity of our democratic institutions.