Bookkeeper.com

10/13/2026

Your business can be profitable and still feel short on cash. 💵

That’s because profit and cash flow aren’t the same thing.

Customer payments may not have arrived yet. Bills may be due. You may be investing in growth, paying down debt, setting money aside for taxes, or taking distributions.

So, don’t stop at the profit number.

Tuesday Tip: Keep track of what’s actually coming in and going out so you know what your business has available right now, and what’s coming next. We can help.

10/12/2026

Planning to sell your business someday? Clean, credible financials can support buyer confidence, financing, and a smoother sale.

10/12/2026

Are your beneficiary designations up to date? Marriage, divorce, and other life changes can affect who inherits your assets. Watch this video to learn why regular reviews are important.

10/12/2026

The retirement plan that worked for a business with three employees may not be the plan that makes sense when it has 25.

The same goes for a solo business owner whose income, team, goals, and retirement timeline have changed dramatically since the plan was established.

The plan itself didn’t necessarily become “wrong.” The business just changed.

Our latest article explores why business owners and their advisors should periodically revisit retirement-plan design, especially as the company grows and priorities evolve.

Read the full article →

As a client's business evolves, its retirement plan may deserve another look. Explore key questions advisors can raise around plan design and strategy.

10/09/2026

A new federal tax credit begins in 2027 for qualifying K-12 scholarship donations. Learn how the $1,700 credit works, why state participation matters, and what donors should know before contributing.

A new federal tax credit starts in 2027 for qualifying K-12 scholarship donations. Learn who can claim it, the $1,700 limit, and key rules.

10/09/2026

Busy months feel great. The trick is making sure some of that momentum carries you through the slower ones. 🍂

If your business experiences seasonal swings, start by looking backward.
When does revenue usually climb? When does it dip? Which expenses stay exactly the same either way?

Once you know the pattern, you can start setting aside money during stronger months and building a cushion for the quieter ones.

Swipe through for 3 simple ways to prepare for seasonal cash flow changes.

A little planning with our team during the good months can make the slower ones a whole lot less stressful.

10/08/2026

Pumpkin season might be great for one business and the start of the slow season for another. 🎃

That’s the thing about seasonal cash flow: every business has its own rhythm.
When business is booming, it’s tempting to treat a healthy bank balance like extra money.

However, some of today’s cash may need to carry you through the months when sales naturally slow down.

Know your busy seasons. Know your slower ones. And make a plan for both.
Your future self will be glad you did. 🍂

10/07/2026

The U.S. Supreme Court recently let stand a ruling allowing the IRS to pursue some tax fraud cases indefinitely. Here's what taxpayers should know.

10/07/2026

Your busiest month can make your business look very healthy.
But, what happens when the busy season ends?

Some of that cash may already have a job: payroll, taxes, inventory, insurance, debt payments, or simply keeping the business running when revenue slows down.

Seasonality isn’t just a retail or tourism problem. Almost every business has some kind of financial rhythm, even if it’s subtle.

We’re breaking down how to spot yours, plan for slower periods, and avoid making big decisions based only on your strongest months.

Read the full article:

Every business has financial peaks and valleys. Learn how to plan cash flow around seasonal revenue, expenses, taxes, and growth.

10/06/2026

Does your business accept large cash payments? Receiving more than $10,000 can trigger Form 8300 reporting requirements. Learn what counts as cash, key deadlines, and why accurate filing matters.

Businesses receiving large cash payments may need to file Form 8300. Learn what counts as cash, filing deadlines, and when reporting is required.