5 Overlooked Bookkeeping Strategies to Help Your Business

by Heather | Apr 5, 2021

Whether you’re new to owning a business, new to bookkeeping, or just want a refresher, there’s a lot to be said for exploring bookkeeping strategies to help your business. Successful bookkeeping strategies include any practice that allows your business to: save time...

Easy steps to learn how to handle the PPP loan and taxes

by Heather | Jan 18, 2021

Are you among the many businesses that received a PPP loan in 2020 to help your business get through the tough times? If so, now’s the time to learn how to handle the PPP loan and taxes. The most recent legislation passed by the US government has made some great...

5 Simple Items to Consider for Your Small Business Expense Checkup

by Heather | Sep 7, 2020

Whether you’re budgeting for a new business or you’ve been operating for a while, performing regular expense checkups can help keep expenses down and profits up. Let’s talk about doing a small business expense checkup! I totally understand that your expenses...

PPP Loan Forgiveness and Recording PPP loan funds

by Heather | May 4, 2020

Congrats! You’ve applied and received PPP (Paycheck Protection Program) funds. Now what? Let’s learn about PPP loan forgiveness and how to account for the funds on the books. First, the basics of the PPP funds as a recap. PPP Loan basics review The maximum...

How to handle meals and food-related expenses in 2018

by Heather | Aug 20, 2018

In case you’re not aware of the new rules regarding meals and food expenses in your small business the Tax Cuts and Jobs Act changed things up a bit starting in 2018. Business owners now have to reevaluate their budget for the food they once were able to deduct....

How to hire a financial partner not a simple bookkeeper

by Heather | May 24, 2018

Think back to when you started your business.  Did someone tell you the first person you should hire is a bookkeeper?  You should do this before you do anything else because finances are scary. Maybe they said bookkeeping is hard or taxes are overwhelming. Bookkeeping...