We help small business owners ditch financial chaos, get clear on their money, and grow with confidence—so they can focus on what they love.
Based in Portland, Oregon, and serving clients nationwide.
09/06/2026
Businesses should reconcile accounts at least once per month.
Falling behind on your monthly bookkeeping?
Let’s get those books off your to-do list.
Book a call using the link in my profile or comment “books” below to learn more about my services.
09/05/2026
Wishing all the students a fantastic start to the new school year!
09/04/2026
Before spending money just to get a tax deduction, make sure the purchase actually makes sense for your business.
Talk with your tax professional before making a large year-end purchase to understand how and when it may affect your taxes.
Save this post for later and follow for more practical tax and business finance tips.
09/03/2026
You’ve worked hard to keep your books organized.
Make sure that information is protected too.
Follow my page for more practical bookkeeping and money tips!
08/31/2026
I'll go first...
..there were more hours in the day.
Your turn! Finish the sentence in the comments below.
08/30/2026
Don't focus on looking successful. Instead, focus on building a financially healthy business.
Here's how:
- Track your expenses from day one
- Price for profit, not just to win clients
- Track your cash flow every month
- Separate your personal and business finances
- Don't wait until tax season to organize your books
What's one piece of advice you'd give someone starting a business today?
08/29/2026
Tag a fellow business owner who should be following me too!
08/28/2026
Don't forget these important tax deadlines due September 15, 2026:
- Third quarter estimated tax payment due for self employed individuals and business owners who make quarterly estimated tax payments.
- Extended tax return deadline for Partnerships (Form 1065) and S Corporations (Form 1120-S) that filed an extension.
Now is a great time to review your books, make sure your records are up to date, and prepare for the September 15 deadline.
Need help getting your books organized? Book a call using the link in my profile or comment "books" below to learn more about my bookkeeping services.
08/27/2026
Before you expand, ask yourself:
- Can I afford the additional monthly expenses?
- Do I have enough cash flow to support growth?
- Is customer demand consistent?
- Have I reviewed my pricing and profit margins?
- Have I created a budget for the expansion?
- Do I have enough cash reserves?
- Do I have accurate financial reports to make this decision?
Expanding at the right time can fuel growth.
Expanding too soon can put unnecessary pressure on your business.
Save this post for when you're planning your next stage of growth, and follow for more practical CFO, bookkeeping, and business finance tips.
08/26/2026
Happy International Dog Day!
Today we're celebrating our loyal companions and best friends.
This is my dog, Charlie. 17 years and still has some puppy energy.
Drop a photo of your dog or share their name in the comments below!