Search for an article using terms such as, retirement, taxes, business, budgeting, finance, planning, or reports.
All resources are for informational purposes only and do not constitute financial, legal, or tax advice. Please consult a professional for guidance specific to your situation.
Free Downloads
Financial Health Checklist
The Life & Legacy Organizer
Safety Tips in a Digital World
Credit Monitoring & Fraud Protection
How to Negotiate with Creditors
Steps to Reviewing Your QB Account
Steps to Closing Your Books
QuickBooks Online Setup Guide
For Your Information
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.
“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
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!
8 Things to Do Now to Get Your Finances Organized Before the Holidays
As the holiday season approaches, it's time to think beyond the gifts and festivities and look closely at year-end financial planning.
Connecticut Small Business Due Dates
A list of due dates for Connecticut small business forms and payments.
5 Steps to Prepare Your Business Finances for Tax Season
My simple guide walks you through five steps to ensure that your business is ready for tax time.
Essential Tax Forms for Small Business Owners
Running a small business can be incredibly rewarding, but it also comes with a fair share of responsibilities.
Bookkeeping Tips for Small Businesses
Running a small business involves juggling many responsibilities.
A Guide to Starting Your Own Small Business in Connecticut
Starting your own business is an empowering journey that offers the potential for financial independence and personal satisfaction.