If you’ve ever spent a weekend sorting receipts at the kitchen table—or staring blankly at your QuickBooks dashboard wondering where to start—you’re not alone. Even with the advantage of being an accountant-turned-business-owner, I’ve faced those moments myself… wanting to be outside soaking up the sun and fresh air, but instead knee-deep in paperwork, tabs open, […]

Destress, Save Time, and Get on With Doing What You Love IntroductionYou started your business because you love what you do. Maybe it’s crafting the perfect cup of coffee, designing beautiful spaces, or coaching clients toward success. But you probably didn’t start your business because you love reconciling bank accounts or tracking expenses. The truth? […]

Managing your business finances is no small feat. It requires a careful balance of accuracy, strategy, and compliance. Unfortunately, even minor accounting errors can snowball into costly problems down the line. Here are the top 10 small business accounting mistakes to avoid—and how you can steer clear of them. 1. Failing to Separate Personal and […]

Everyone knows what a budget is, but very few understand how to effectively create one. It’s very easy to become absorbed in the day-to-day, relying on tactical decision-making and quick, short-term financial calculations to guide our businesses. By gathering information about our customers, about our costs and about how we spend time, we can make […]

Over the course of my 20 years as a CPA, one question that consistently comes up when discussing my work is: What does an accounting professional actually do? The truth is, “accounting professional” is really a blanket term for many different roles that may make up the financial department of a given organization. Let me […]