Blog

Why We Say Yes First (And Bill Second)

Our first response is often yes, which surprises most people. It’s because we believe saying yes first creates better outcomes for the business, for the team, and the relationship. ...more

Bookkeeping

August 28, 2025•3 min read

Bookkeeper, Accountant, Controller, CFO: Who Does What?

“What is the difference between a bookkeeper and a CFO?” It’s not like you were handed a manual when you started your business that explained how the finance world splits responsibilities. Let’s walk ... ...more

Bookkeeping

August 14, 2025•3 min read

Software Can’t Think - Why You Can’t Depend Solely on a Bookkeeping Program

While bookkeeping software can process, it can’t think. When it comes to understanding the full financial picture of your business, especially if you're growing, pivoting, or juggling multiple income ... ...more

Bookkeeping

August 07, 2025•4 min read

What to Do When the Bank Asks for a P&L (and Yours is a Mess)

The bank asks for a profit and loss statement (P&L). You nod confidently, say “of course,” and then panic because your books are nowhere near ready. A messy or outdated P&L is one of the most common r... ...more

Bookkeeping

July 31, 2025•2 min read

Why Offshoring Isn’t Always the Right Fit for Small Business Accounting

When businesses think about scaling or cutting costs, offshoring often enters the conversation. On paper, it makes sense, but when it comes to your books especially if you're a small business, the che... ...more

Bookkeeping

July 29, 2025•3 min read

You Don’t Really Have $10,000 in the Bank

If you don’t understand what your money is doing behind the scenes, you might be making decisions based on a number that doesn’t tell the whole story. ...more

Bookkeeping

July 14, 2025•3 min read