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.
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:
Bloom Where You're Planted
I was already an established bookkeeping and tax professional when life took an unexpected turn, leading me to embark on a personal reinvention journey. At the age of 48, I found myself navigating the challenges of life after the loss of my mother, and attempting to make ends meet on Social Security disability. I had embraced the opportunity to reinvent myself as an artist, returning to school at Henderson State University to work on my Bachelor of Fine Arts in Studio Art where I focused on photography, writing and painting. The dawn of the pandemic brought about unexpected changes and suddenly, as I ventured into this new chapter, I encountered profound setbacks and difficulties along the way - from enduring the strains of life on the road, to battling through illness and adversity. It was during this transformative period that a job opportunity at Intuit Inc. presented itself, serving as a profound return to my professional roots as a bookkeeping and tax professional. Through sheer determination and tenacity, I found solace and purpose in my work, ultimately returning to my vocation and rediscovering my commitment to helping others achieve financial clarity.