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5-Step Guide to Preparing for Your Accountant
If you filed for an extension on your taxes, you’re not alone. But October 15th is soon approaching.

What to do if you’re hacked.
A step-by-step guide for what to do if your account gets hacked or your identity is stolen.


“Do you do taxes?”
When I first meet someone, and they learn I’m a bookkeeper, one of the most common questions I hear is: “Do you do taxes?”

How to Read a Profit & Loss Statement and Balance Sheet
Your Profit & Loss Statement (P&L) and Balance Sheet are powerful tools.

Third Quarter Check-In: A Year-End To-Do List for Your Business
Owning your own business is exciting. Keeping your books clean and ready for tax time is the hard part.

The Hidden Costs of DIY Bookkeeping: Why It Pays to Call a Professional
DIY bookkeeping may save you money upfront, but it comes with risks that most business owners don’t see until it’s too late.


Maximizing Your Business Retirement Savings: What You Need to Know
How You Can Still Contribute Before Filing Your Taxes


How My Services Benefit Retirees and Their Families
Hiring a bookkeeper isn’t just about managing numbers—it’s about gaining peace of mind.




The Power of Classes in QuickBooks: A Guide
The Class Tracking feature can be a game-changer.

How to Read Financial Reports (Without Falling Asleep)
With the right approach, you can easily make sense of the numbers.

Charitable Giving and Tax Benefits for Small Businesses
Share kindness this holiday season.

10 Things To Do Now: The End-of-Year Checklist
Get these 10 things done now to start the new year off to a fresh start!

10 QuickBooks Tips for Small Business Owners
These ten tips will help you simplify your finances and keep your books in order.

Online Resources for Learning QuickBooks
Here are some of the best online resources I know for learning QuickBooks.