Bookkeeping tips for business owners who don’t want accountant-speak
Practical bookkeeping, cleanup, tax, and reporting tips for small business owners, therapy practices, nonprofits, and service-based businesses. No jargon. No scare tactics. Just useful explanations to help you understand your numbers and make better decisions.
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Stop Guessing. Start Running Your Business Like You Mean It
Checking your bank account is not a real business strategy. Here are the basic financial reports every owner should understand, what they tell you, and how they help you make better decisions.
You’re Making Money. So Why Are You Still Stressed?
Making money doesn’t always mean your business feels stable. Here’s why strong revenue can still feel financially stressful, and how better bookkeeping can help you understand profit, cash flow, and what’s really going on.
The 30-Minute Monthly Money Meeting Every Owner Should Have
A simple 30-minute monthly money meeting can help business owners feel less overwhelmed and more in control. Here are the 5 numbers to review each month and what to do when one looks off.
Home Office, Phone, and Internet: How to Track It Cleanly (Without Guessing at Tax Time)
A simple way to track home office, phone, and internet expenses so you’re not scrambling at tax time or guessing what’s “allowed.”
Show Your Books Some Love: The 15-Minute Monthly Money Date (That Saves You Stress and Money)
A simple 15-minute monthly “money date” to keep your books clean, avoid tax-time panic, and catch problems before they get expensive.
Stop Mixing Business & Personal Finances: The Simple Separation Setup That Saves You Hours
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).
Looking Back: How to Use Your Books to Reflect on Your Year
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.
How to Set a Healthy Budget for the Holidays (That Actually Feels Good)
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.
1099-NEC vs 1099-MISC: Who Gets What in 2025?
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.
What Counts as a Deductible Expense (And What Doesn’t)
‘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.
How to Prepare for Year-End Tax Planning (Without the Panic)
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.
How to Tell If Your Bookkeeper is Actually Helping You
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.
What to Expect When You Work with a Bookkeeper
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.
How Bookkeeping Helps You Prepare for Hiring
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 vs. Accounting: What’s the Difference?
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.
Why Categorizing Transactions Properly Actually Matters
Properly categorizing your transactions isn’t just a bookkeeping detail — it’s the key to accurate reports, better deductions, and smarter business decisions.
I Was Featured in Voyage KC!
I was recently featured in Voyage KC’s Hidden Gems! Read the full interview for a peek behind the scenes of Dunham Bookkeeping Services — from HR beginnings to bookkeeping with heart (and cats).
The Cost of Bad Bookkeeping (And How to Avoid It)
Messy books can lead to missed deductions, compliance issues, and decision-making mistakes. Learn how to spot the warning signs early.
Bookkeeping Tips for Mental Health Professionals
Private practice therapists wear a lot of hats — and bookkeeping doesn’t have to be one of them. These tips help keep your finances in check with less stress.
DIY Bookkeeping? Here’s What to Watch Out For
DIY bookkeeping can work — until it doesn’t. Avoid these common pitfalls and learn when it’s time to call in backup.