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The Paradox of Automation in 2026 It is 2026. The pace of business has never been faster. AI agents handle your customer support, supply chains are automated, and transactions happen in milliseconds. Yet, for thousands of Small and Midsize Business (SMB) owners, a dangerous paradox has emerged: The more automated your accounting becomes, the messier…
The era of the “back-office bookkeeper” buried under a mountain of paper receipts is officially over. As we look toward 2026, the financial landscape for Small and Medium-Sized Businesses (SMBs) has shifted faster in the last two years than in the previous twenty. We are operating in a world of AI-driven automation, real-time data feeds,…
The “Golden Quarter” Opportunity It is late December 2025. The holiday rush is subsiding, and the calendar is about to flip. For the average person, this is a time for gym memberships and diet resolutions. For the savvy Small and Midsize Business (SMB) owner, this is the Golden Quarter—the critical window that dictates the trajectory…
It’s an old business adage, but it has never been more relevant than it is right now. You can have a P&L that shows a healthy profit. You can have a sales pipeline that is bursting at the seams. You can have a team that is busier than ever. And you can still struggle to…
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…
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.