Blog Posts
-
The Year End Bookkeeper
Falling leaves, temps getting colder, and suddenly, business owners start their year-end bookkeeping run. Every year, I watch entrepreneurs hit “panic mode.” They should be enjoying all the fun the end of the year brings. Instead, they’re…
-
Service-based businesses don’t fail because they can’t deliver.
They stall because of admin burdens and cash flow struggles choke growth. FreshBooks fixes both. Simple setup means invoice, expenses, and time tracking don’t eat your week. Professional invoices + automated reminders=faster payments and predictable cash flow.…
-
Are your numbers lying to you?
If you’re not paying yourself, you’re lying to yourself. Can’t afford to pay yourself a fair salary? It’s a huge red flag. I had a client with a thriving business, generating decent revenue. But they weren’t taking…
-
Count It: Cash Flow is The Metric
Profitable but broke all the time? It’s more common than you think. I had a client hitting revenue goals. Yet, every month she struggled to pay bills. The problem? No one was tracking operating cash flow. It’s…
-
Valuation and Your Tech Stack
One way to kill your exit strategy and it’s too common. If your business runs on desktop software or worse, paper files, you’re already losing value. Here’s the hard truth: Buyers want businesses that run smoothly and…
-
Listening: Them Most Underrated Skill
The smartest person in the room? Early in my career, I made a concerted effort to master work-related topics. My goal was to ensure I was (or appeared) to be the most versed person on matters important…
-
Chart of Accounts: The Backbone of Your Financial System
The Chart of Accounts (COA) is the foundation of your financial system. Customizing it in FreshBooks ensures your books aren’t just accurate for tax work, they’re useful for running and growing your business. Why it matters: The…
-
Great v Good Bookkeepers
Good bookkeepers are masters of the numbers. Great bookkeepers help craft the habits behind those numbers and save you from future pains. Here’s the thing most business owners miss: bookkeeping isn’t just about catching mistakes and fixing…
-
I’m Not Worried About AI
Clients don’t call their AI when they’re stressed out about cash flow. They call their bookkeeper. I’ve seen this story play out once already. In wealth management, robo-advisors were supposed to wipe out the industry. Cheap. efficient,…
Becker & Ledger 