Stop Guessing About Your Business Finances: The Financial Health Checkup Guide
Most business owners make financial decisions based on guesswork rather than data. This comprehensive guide walks you through conducting financial health checkups to identify risks early, improve cash flow, and build a foundation for confident decision-making. Discover the key metrics, warning signs, and analysis techniques that separate thriving businesses from those that struggle.
Bookkeeping for Law Firms: 10 Best Practices to Stay Compliant and Profitable
Learn the top 10 bookkeeping best practices every law firm needs to follow to stay compliant, manage trust accounts properly, and improve financial performance.
Is It a Business or a Hobby? Here’s How the IRS Decides (and Why It Matters)
Is your activity a business or a hobby? The IRS treats them differently—learn how to classify correctly, avoid audits, and optimize your tax outcome.
The Modern Entrepreneur’s Guide to Decoding the Story of the Profit & Loss Statement
Every business has a story. Not just the story you share in your branding or your origin tale—but the real, raw, behind-the-scenes story told by your numbers. And the main storyteller? Your Profit & Loss Statement.
5 Common Bookkeeping Mistakes Small Businesses Make (and How to Avoid Them)
Bookkeeping mistakes can cost you more than just time. Discover the 5 most common errors small businesses make—and how to avoid them with confidence.
Five Things Every Small Business Owner Should Include in Their Month-End Close
A consistent month-end close can transform how you run your business—giving you clearer insights, fewer surprises, and better decisions. In this post, we’ll break down five essential steps every small business owner should include in their month-end close to keep finances organized, accurate, and aligned with growth.
How to Set Up Accounting Software for Your Ad Agency
Your accounting software is only as powerful as its setup. Learn how to structure your system for profitability, automation, and financial clarity in your agency.
How to Streamline Your Marketing Agency with the Right Accounting Tech Stack
A disconnected financial system can hold your agency back. Learn how to streamline operations with an efficient accounting tech stack—plus my top tool recommendations.
How to Choose Accounting Software for a Creative Agency
Choosing the right accounting software for your creative agency can save time, boost profits, and simplify your operations. Here’s what to look for.