Blog

What Your Bookkeeper Wishes You’d Do Before December 31

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

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

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)
Profit First Series: Step Two – Choose the Right Percentages for Your Business

07-07-2025 01:56 PM - Comment(s)
Profit First Series: Step One – Set Up Your Bank Accounts for Success

Now that you’ve been introduced to the Profit First method, you might be wondering—what’s the actual first step?

It starts with your bank accounts.

To make Profit First work, you need to separate your money into specific buckets. This isn’t just a theory—it’s a physical change in how you manage your...

06-03-2025 11:49 AM - Comment(s)