Blog categorized as Business

Your Year-End Financial Checklist: A Simple Guide for Small Business Owners

The end of the year isn’t only about holiday parties and peppermint mochas. It’s also that moment when most of us pause and say, “Alright, how did things go this year?” If you want to walk into 2026 feeling motivated and confident, here are a few things worth checking off your list.

1. Reconcile ever...

12-05-2025 12:55 PM - Comment(s)

What Your Bookkeeper Wishes You’d Do Before December 31

By Carla Ruble

1. Stop the “shoebox” system.

You know the one - the pile of receipts in your glove box, purse, or inbox.

Start uploading receipts as you go, or use an app like Hubdoc or Zoho Expense to save them right away.

It saves hours of detective work later (and might even save you from missing deductible expens...

11-07-2025 02:41 PM - Comment(s)

Introducing PULSE: A Community for Small Business Owners to Thrive

By Carla Ruble

Running a business can feel lonely. When you’re wearing every hat - from sales and marketing to bookkeeping and customer service - it’s easy to get stuck in the weeds and wonder if you’re doing it right. That’s exactly why we created

PULSE (Promoting Understanding, Leadership, Support & Empowerme...

10-12-2025 11:47 AM - Comment(s)

Profit First: Wrapping It All Together for Your Business

By Carla Ruble

Over the past few months, we’ve walked through the key principles of Profit First. We've discussed why it works, how to implement it, and what it means for your business’s cash flow. Now it’s time to tie it all together.

The Big Picture

Profit First is a mindset shift. It's a behaviorally based system...

09-23-2025 10:37 AM - Comment(s)