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One Bookkeeping Step you Don't Want to Forget Before Tax Time...
As the year draws to a close, one often-overlooked but critical step is tying out (or reconciling) your loan balances to the official loan statements from your lender. "Tying out" your loans means verifying that your recorded loan balance showing on your Balance Sheet matches what the lender reports. Here's why making this a year-end habit is so important. 1. Ensures Accurate Financial Reporting Your loan balance is a key liability on your balance sheet. If your records don'

Kori Pratt
2 min read


The One Bookkeeping Habit That Saves Business Owners Thousands (and It Takes 5 Minutes a Week)
If I could give every small-business owner just one non-negotiable bookkeeping habit, it wouldn’t be “hire us” (though we’d love that). It would be this: Reconcile your bank accounts every single week. Yes, every week. I know what you’re thinking: “I barely have time to reconcile once a month—why would I do it weekly?” Here’s the thing: that 5–10 minutes you spend every Friday (or Monday, your call) will save you hours of panic, hundreds (or thousands) in fees, and at least

Kori Pratt
2 min read


I'm starting a business. How should I set up my finances for success?
Starting a new business is an exciting journey, but managing your finances effectively from the outset is critical to long-term success. A solid financial foundation helps you track cash flow, stay compliant, and make informed decisions. Here’s a step-by-step guide to setting up your finances as a new business owner to ensure you’re positioned for growth and stability. 1. Separate Personal and Business Finances One of the biggest mistakes new business owners make is mixing pe

Kori Pratt
4 min read


How to Match an Invoice to a Deposit that has Already Been Reconciled
We've all done it—we're cranking through our QuickBooks Online bank feeds, and accidentally post a deposit that should've been matched to...

Kori Pratt
2 min read


Where Did All the Cash Go?
If I made that much profit this year, why isn't my bank account balance higher?

Kori Pratt
2 min read
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