Estimated taxes don’t have to be stressful. Here’s a simple system to set aside the right amount, stay on schedule, and avoid surprise tax bills.

A simple 15-minute monthly “money date” to keep your books clean, avoid tax-time panic, and catch problems before they get expensive.

Confused about the new OT deduction? Here’s the simple version: who qualifies, what portion of overtime you can deduct, and what doesn’t count (even if Facebook says it does).

Mixing business and personal spending makes your bookkeeping harder, your reports less reliable, and tax season more stressful. Here’s a simple setup to separate finances (and fix it if you’ve already mixed them).

A simple January checklist of what to send your tax pro (or bookkeeper) so tax season is faster, cleaner, and way less stressful—no scavenger hunt required.

Stop guessing when you can pay yourself. Here’s a simple owner pay system that sets aside taxes, pays you consistently, and builds a buffer—without complicated spreadsheets.

2026 has a few updates small business owners shouldn’t ignore—IRS inflation adjustments, overtime classification basics, and a USPS postmark change that could make “on-time” mail look late. Here’s what to do.

Your books can do more than just prepare you for tax season — they can tell the story of your year. Here’s how to use your financial reports to reflect on what worked, what didn’t, and what you want to change in the new year.

This week’s post isn’t a checklist or a how-to—just a pause to say thank you, offer you permission to rest, and send warm holiday wishes as you wrap up the year.

You don’t have to overspend (or feel guilty) to have a meaningful holiday season. Here’s how to set a holiday budget that feels generous, realistic, and actually good to stick to.

Confused about when to send a 1099-NEC vs a 1099-MISC? This post breaks down who gets which form in 2025, what counts as nonemployee compensation, and how to keep your contractor reporting clean and stress-free.

Wondering if you can deduct holiday gifts for clients or employees? Here’s a simple breakdown of what’s deductible, what isn’t, and how to keep the IRS happy.

A heartfelt thank-you to our clients, partners, and community. Here’s what I’m grateful for this season—and a wish for your holidays.

‘Ordinary and necessary’ doesn’t have to be vague. Here’s a friendly filter for deciding what’s deductible—and the common gotchas to avoid.

A calm, practical game plan to finish the year strong: what to do in November/December so April you wants to high-five present you.

Quarterly taxes don’t have to be scary. Here’s a plain-English guide to who owes estimates, how to calculate them, and how to avoid penalties.

Not sure if your bookkeeper is really helping your business? This post breaks down the signs of a supportive bookkeeping relationship — and what to watch out for if things feel off.

Wondering what it’s actually like to work with a bookkeeper? This post walks through the process, what to expect, and how to know if it’s the right move for your business.

Thinking about hiring? Your books should be the first place you look. Clean, up-to-date financials help you hire with clarity — not guesswork.

Bookkeeping and accounting aren’t the same — and knowing the difference helps you get the right support at the right time. This post breaks it down in plain English.