🌿 Stories from the Desk: What the Numbers Don’t Show
There’s something about standing still after years of pushing forward — the way the silence lets the truth surface. “Stories from the Desk” isn’t about balance sheets; it’s about what happens in the margins.
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.
📊 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.