Insights
Plain-English notes on running a healthier business.
People-first writing on bookkeeping, cash flow, and the operational side of owning a business — practical, honest, and free of jargon.
What Does a Bookkeeper Actually Do Every Month?
If you've ever wondered what you're paying for when you hire a bookkeeper, here's a plain-language walkthrough of the monthly cycle, from categorizing transactions to closing the books.
5 Numbers Every Small Business Owner Should Check Every Month
You do not need to love spreadsheets to stay on top of your business, you just need fifteen minutes and these five numbers. Here is the monthly check-in routine I recommend to every service firm owner I work with.
How to Know When It's Time to Stop Doing Your Own Books
Doing your own books made sense at the start. Here's how to tell you've reached the point where they cost more than they save.
How to Make Tax Time Boring (in the Best Way)
A boring tax season means your books were ready the whole time. A few habits across the year get you there.
Cleanup vs. Catch-Up: What Your Books Actually Need
People use "cleanup" and "catch-up" like they mean the same thing. They don't, and knowing which you need saves time and money.