CONTACT US

Resources and articles

Blog
Business
Amanda

Financial Clarity Starts with Clean Books: Why February Is the Month to Get Organized

January is full of intention. New goals. New plans. Fresh energy. By February, reality sets in, but is actually a good thing. February is the bridge between New Year ambition and tax season accountability. The connection between your business finances and financial clarity starts with clean books. February Is Where Momentum Is Built In January, many business owners set revenue goals, growth targets, and operational plans. But those goals rely

Read More »
February 17, 2026
Business
Amanda

From Bookkeeping Reset to Tax Season Ready: Why January Makes All the Difference

If tax season feels stressful every year, the problem often starts months earlier. January is one of the most overlooked opportunities for small businesses to get ahead financially, and can be the foundation for how smoothly your business will operate in the months ahead. For many small businesses, tax season stress doesn’t come from the taxes themselves, but from disorganized books leading up to them. That’s why a January bookkeeping

Read More »
January 21, 2026
Tax Preparation
Amanda

NEW YEAR / CLEAR BOOKS – The Bookkeeping Reset Every Business Needs

The start of a new year is more than a clean calendar. Think of it as an opportunity to reset how your business operates. January is the ideal time to review, organize, and strengthen your bookkeeping so the rest of the year runs smoother. A small amount of attention now can prevent costly issues later and give you clearer insight into your business from day one. 1. Why January Is

Read More »
January 6, 2026
Business
Amanda

How Permissions and Approval Processes in QuickBooks Online Advanced Simplify Accounts Receivable 

In any business, strong accounts receivable (AR) management is key to maintaining healthy cash flow. One of the best ways to improve AR efficiency is by putting clear approval workflows and access controls in place. QuickBooks Online Advanced helps you do this with customizable permissions and approval tools. Here’s how these features strengthen your AR process.

Read More »
August 25, 2025
Exploring the full potential
Amanda

5 Steps for Tackling Accounts Receivable That Has Gotten Out of Control ✅

Managing your accounts receivable is essential, but sometimes things get out of control. Whether it’s miscommunication, financial struggles from clients, or simply a lack of follow-up, it’s important to take a structured and professional approach to handle this situation. Here are 5 top tips to help manage the situation.

Read More »
August 12, 2025

Top 10 Ways to Work a Room

  The holiday season has started and likely the invitations are flowing in.  This is a great opportunity to brush up on your networking skills while having fun and enjoying yourself; rather than being freaked out or uncomfortable at the prospect of attending a “networking” event. The following are The Top 10 Ways to Work a Room as provided by Patrick von Pander the Big Picture Coach. 1. Be prepared

Read More »
December 3, 2013