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.

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.

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.

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.

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.

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.

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. 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.

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.

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.

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.

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.

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.

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.

Economic ups and downs happen, but staying on top of your finances and efficiency can help your business stay strong. Here’s 4 ways to keep your business resilient in economic uncertainty.

If your accountant is retiring, you might be wondering what to do next. Don’t panic! There are a few key steps you can take to ensure a smooth transition for your business finances.

When managing your transactions in QuickBooks (or any accounting software), it’s important to understand whether to void or delete a transaction. The right choice can help you maintain accurate records and avoid potential issues down the line.

Running a business is a lot of work, but there are ways to make things easier! One of the best ways to save time and reduce stress is by automating parts of your business finances. Read this post for several things you can automate.

Here’s a quick guide to the essential bookkeeping tasks you should tackle monthly to keep everything running smoothly and your finances in check.

To grow your business, you need to focus on what you do best and delegate the rest. Effective delegation saves time, reduces stress, and creates room for growth. Here’s how to delegate like a boss in 2025.