Our
Resources
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…
It’s the silence that gets you first. During your peak season, the phone is ringing off the hook. Your inbox is full of orders. Your team is working overtime. The chaos is exhausting, but the revenue is intoxicating. Then, the calendar turns. The phone stops ringing. The inbox goes quiet. For landscapers, it’s January. For…
It’s 10:00 PM on a Tuesday. You just finished a 12-hour workday. Before you can finally close your laptop, you pull up your bank account. You feel that familiar, sinking knot in your stomach. You just landed a huge $50,000 project. Your P&L statement says you’re “profitable.” So why is your bank balance just $12,000…
You open your QuickBooks P&L (Profit & Loss) statement. You’re looking for answers. You want to know, “Are we actually making money? Which services are profitable? Where are we over-spending?” Instead, you’re hit with a 10-page report that makes no sense. You have 40 different “Uncategorized Expense” line items. You have “Sales” as one giant…
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.