Dawn Gunter, EA, CRTC

10/09/2026

The year isn’t over yet, and there’s still time to get your business finances in better shape.

Here are some important things to review before year-end.

Follow our page for more bookkeeping, financial, and smart business tips to help you grow your business.

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10/08/2026

Making sales is great, but do you know what your numbers are actually telling you?

Swipe to learn the numbers worth watching.

You don’t need to obsess over every number in your business.

But you should know the numbers that help you understand your profitability, cash flow, and overall financial health.

Need help keeping your books accurate and your financials up to date?

Book a call using the link in our profile or comment “books” below to learn more about our services.

10/07/2026

You don’t have to stress about taxes if you have these two professionals...

1. Bookkeeper: Keeps your books accurate, organized, and up to date so you have reliable numbers throughout the year.

2. Tax preparer: Prepares and files your tax returns accurately and helps you meet filing requirements and deadlines.

3. Tax planner: Works with you throughout the year to identify legitimate tax saving opportunities and plan ahead for what you may owe.

And if you have one tax professional who handles both tax planning and tax preparation, even better!

You can plan throughout the year with the same professional who understands your strategy and prepares your return.

Need help with tax planning or keeping your books up to date?

Book a call using the link in our profile or comment "tax" below to learn more about our services.

10/07/2026

In many cases, a qualifying business loss can reduce taxable income, which may lower your overall tax bill.

However, there are rules that can limit how much of a loss you can deduct in the current year. Some losses may instead carry forward to future years.

Talk with a tax professional to understand how the rules apply to your specific business and tax situation.

This is also why accurate bookkeeping matters.

You need to know your real income, expenses, and profit or loss before you can properly plan for taxes.

Need help getting your books accurate and tax-ready?

Book a call using the link in our profile or comment “taxes” below to learn more about our services.

10/06/2026

You should start paying attention to your cash flow now, NOT when you’re struggling to cover expenses.

Here are the money conversations you should be having with yourself, your CFO, or your bookkeeper:

- How much cash is actually coming in each month?

- What large expenses are coming up?

- How much is sitting in unpaid invoices?

- Can we comfortably cover payroll, taxes, and other bills?

- Which expenses are increasing?

- Do we have enough cash set aside for slower months?

- What does our cash flow look like for the next 30, 60, and 90 days?

Good cash flow management starts with knowing what’s coming before it happens.

Need help keeping your books accurate so you can make better financial decisions?

Book a call using the link in our profile or comment “books” below to learn more about our services.

10/05/2026

Up to $5,120 of the Adoption Tax Credit Is Refundable for 2026 – Did You Know?

The Adoption Tax Credit helps eligible families manage qualified costs such as adoption fees, travel, legal services and home studies. In recent years, the credit was nonrefundable: it could reduce a person's federal income tax, but any unused amount generally had to be carried forward.

Under rules that took effect in 2025, part of the credit is now refundable. For tax year 2026, up to $5,120 per eligible child may be refundable, even if the taxpayer owes no federal income tax. Any unused nonrefundable portion may be carried forward for up to five years, but a carryforward cannot become refundable in a later year.

The Adoption Tax Credit is subject to income limits and other restrictions, and the timing of a claim depends on the circumstances of the adoption. A tax professional can help determine whether you qualify and how much credit you may claim.

10/05/2026

10/05/2026

Ready to stop stressing about your bookkeeping?

We make it easy to get started and get the bookkeeping and financial support your business needs.

Book a call using the link in our profile or comment “books” below to learn more about our services.

10/04/2026

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