
The Manifesting Strategist
Thinking About Switching to Xero or Quickbooks? Here’s What You Need to Know.
Thinking about switching accounting software? Or maybe you're finally ready to start fresh with a proper bookkeeping system that actually works for your business? The latest Manifesting Strategist post breaks down what you need to know before you take the leap.
Smart Tips for Picking a Business Credit Card That Works for You
Not all business credit cards are created equal. Some help your business grow. Others just grow your debt. If you're in the market for a new card, make sure it's working for you — not against your cash flow. Here are a few tips before you apply.
Business Income-Related Red Flags (and How to Avoid Them with Ease)
Nobody wants a surprise letter from the IRS. Even if you're doing everything “right,” messy tracking can create red flags that get noticed. Here are a few common ones we see all the time.
Thinking About Switching Accounting Software?
If you're feeling like your current accounting system just isn't cutting it anymore—too clunky, too confusing, or not giving you the insights you need—this is your sign to consider a change. In this week’s blog, I walk you through 5 clear signs that it might be time to upgrade (and what to do next).
Your Financial Foundation Is the Missing Piece (And You Might Not Even Know It Yet)
Many entrepreneurs feel stuck in their business without realizing the problem isn’t marketing or mindset — it’s their financial foundation. In this post, we explore how messy or missing numbers create confusion and offer a path to greater clarity, confidence, and cash flow. If you’ve been winging it with your finances, this is your wake-up call.
Don’t Ignore Your State’s Annual Reporting Requirements (Seriously—Here’s Why)
When you run a small business, your focus is usually on sales, service, and simply staying afloat. But there’s one not-so-sexy task that’s easy to forget—and it can quietly cost you your legal status if you’re not careful: Your state’s annual reporting requirements. This blog breaks down what you need to know—and what to do if you’re not sure you’re in compliance.
What to Watch Out for in Business Financial Advice
There’s no shortage of financial advice out there for small business owners—especially on social media. The truth is, not every tip is meant for you. What works for one business might not work for another—and the real secret is discernment. Here are 7 ways to filter financial advice through the lens of what actually serves you.
Running a Seasonal Business: What Every Owner Should Know
If your business has a busy season and a slower one, you already know the financial highs and lows can feel like a rollercoaster. Whether you're gearing up for a rush or navigating the quiet, the secret to staying grounded lies in your planning—and in knowing your numbers. Here are some powerful strategies to help you manage your seasonal cash flow and create stability year-round.
✨ After-Tax Season Special: Get More in Return ✨
Let’s make next tax season the easiest one yet — with clean books, clear numbers, and calm energy all year long. Imagine your finances being handled… no scrambling in March, no missing receipts, no guessing where your money went. Just grounded confidence, accurate numbers, and a system that supports your growth. Now through June 30th, get 33% off your first month when you sign up for one of our monthly bookkeeping packages.
Should You Take On a Friend as a Client?
When business and friendship mix, clarity, contracts, and intuition matter more than ever. If you’ve ever taken on a friend as a client and regretted it — you’re not alone. As entrepreneurs, especially the heart-led kind, we genuinely want to help people we care about. Here are five questions to consider if you’re thinking about bringing on a friend-client.
Why More Business Owners are Choosing Virtual Bookkeepers
When it comes to bookkeeping support, many entrepreneurs ask: Should I hire someone local… or go virtual? While the local route might feel familiar, virtual bookkeeping is aligned with how conscious businesses are evolving — toward more freedom, flow, and intentional design. Here's why more soul-led CEOs are choosing to go virtual.
Is It Time to Rethink Your Pricing? Here’s How to Know.
Let’s talk about something many business owners avoid… pricing. The truth is, your pricing is a mirror. It reflects how you value your time, your energy, your gifts — and what you’re energetically available to receive. Here are a few ways to rethink and realign your pricing model — not just from your head, but from your intuition and highest vision.
Is Your Business Budget Still Working for You?
Business isn’t static — and neither are you. Prices change, revenue shifts, expenses creep in, and life (or divine timing) brings surprises. So your budget needs to adjust with you. Here’s how to check if your budget still reflects your current reality and supports the future you’re calling in.
Not All Advice is Meant for You
Not all advice is meant for you. And that’s okay. You don’t need to model your business after someone whose life looks nothing like yours. You’re allowed to honor your own timing, rhythm, and capacity. In this post, I’m sharing some reflections on choosing your mentors carefully and trusting your own path.
Refer a Friend & Get Rewarded!
Do you know of anyone in your industry or network looking for bookkeeping services? For a limited time, you’ll receive a $150 referral credit which can be applied as an invoice credit or taken as a gift card for each person you refer who signs up to work with us.
The Key Numbers You Need to Scale Your Business Successfully
Scaling a business is exciting, but growth without financial clarity can lead to cash flow problems, unnecessary debt, and unpredictable expenses. If you’re looking to scale your business successfully, these key numbers will help you stay in control and make informed decisions.
Is It Time to Switch Bookkeepers or Accountants? Here’s How to Know
Your bookkeeper or accountant plays a big role in keeping your business finances on track, but if they’re not meeting your needs, it might be time to make a change.
How to Spot & Stop Fraud in Your Business Finances
Fraud can happen in any business, no matter the size. It often starts small with an unapproved expense, a missing transaction, or a duplicate payment. If left unchecked, these little red flags can turn into serious financial losses. The good news is that most fraud is preventable when you know what to look for and have the right controls in place.
Don't rely on luck to get caught up for tax season!
A great bookkeeper is like a four-leaf clover 🍀 Hard to find and lucky to have! If you’re behind on your books, we’re here to help! And there are several reasons that choosing us is going to put you in a position to win.
Get Paid Faster: 3 Invoice Hacks for Business Owners
Cash flow is crucial for every business, but unpaid invoices can cause financial stress. Late payments make it harder to cover expenses, invest in growth, and keep operations running smoothly. The good news is that a few simple strategies can help you get paid on time.