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You started your business to follow a passion—whether that’s building custom homes, consulting for high-end clients, or running a boutique retail store. You did not start a business to spend your Friday nights buried under a mountain of crumpled receipts, trying to figure out why your bank statement doesn’t match your spreadsheet. Yet, this is…
In 2026, the landscape of small business accounting will shift fundamentally. QuickBooks is no longer just a digital ledger where you record checks and invoices; it has evolved into a sophisticated, AI-driven financial ecosystem capable of predictive forecasting, automated categorization, and seamless integration with hundreds of other apps. However, a tool is only as effective…
QuickBooks is no longer just a digital ledger where you record checks and invoices; it has evolved into a sophisticated, AI-driven financial ecosystem capable of predictive forecasting, automated categorization, and seamless integration with hundreds of other apps. However, a tool is only as effective as the hands wielding it. There is a pervasive myth among…
Intuit Enterprise Suite Fall 2025: AI Agents, Smarter Data, and the End of Multi-Entity Chaos Running a complex business just got a lot less complicated. If you are managing multiple entities, wrestling with payroll anomalies, or drowning in “Excel Hell” trying to get a clear picture of your KPIs, the Fall 2025 update to Intuit…
Intuit Enterprise Suite Fall 2025: AI Agents, Smarter Data, and the End of Multi-Entity Chaos Running a complex business just got a lot less complicated. If you are managing multiple entities, wrestling with payroll anomalies, or drowning in “Excel Hell” trying to get a clear picture of your KPIs, the Fall 2025 update to Intuit…
For business owners and finance teams, January isn’t just about resolutions—it is about the “January Rush” of compliance. As we enter 2026, the IRS has tightened its grip on information reporting. Gone are the days when you could casually mail a stack of paper forms in late February. With strict electronic filing thresholds, inflation-adjusted penalties,…
December is a deceptive month. On the surface, it is a flurry of holiday parties, client gifts, and the frantic race to close out the final invoices of the year. But for the most successful business owners, December is quiet. It is the month of vision. While your competitors are distracted by the holidays, you…
While the finance world often fixates on 1099s in January, a larger, more complex beast is waiting in the wings: Payroll Year-End. For most businesses, payroll is “set it and forget it”—until December. Then, suddenly, you are faced with a minefield of fringe benefit adjustments, retirement plan limits, and strict IRS deadlines. The stakes for…
You have a vision for 2026. Maybe it involves opening a new location, launching a new product line, or finally breaking the $5 million revenue mark. But as you look at your year-end numbers for 2025, you might feel a familiar friction. Your revenue grew, but your cash flow feels tight. Your bookkeeper is working…
There comes a moment in every successful business owner’s journey where “gut instinct” stops working. In the early days, you ran the business on intuition. You knew your bank balance by heart. You knew which clients were profitable. You made decisions on the fly, and it worked. You grew. But now, you’ve hit a ceiling….
If you are still typing invoice data into a spreadsheet in 2026, you aren’t just wasting time—you are actively hemorrhaging money. The shift from “manual” to “automated” is no longer a competitive advantage; it is the baseline for survival. Recent data from 2025 reveals a stark reality: manual data entry costs U.S. companies an average…
Imagine trying to drive a car down a winding highway at 60 miles per hour. Now, imagine doing it while looking exclusively in your rearview mirror. You can see exactly where you’ve been. You can see the curves you just navigated. You can see the potholes you hit. But you have absolutely no idea what…
Happy Customer Voices
Laura has been a phenomenal asset to me and my business. Being a brand new franchise business owner, the financial side was all foreign to me. Laura took extra time and care with me through the entire process. She attended more than one meeting with my team so we could go over the numbers together. I truly can’t say enough about how much she has helped me.