Mid-Year Financial Review
A mid-year financial review is a great way to check in on the status of your business and books. Get things shipshape before there’s a mess!
Bookkeeping
Personal and Business Money: Keep it separated!
It’s very important for small business owners to have great personal and business separation, particularly with regard to finances. Here’s what that means, why to do it, and how.
What can a profit margin show you?
What can a profit margin show you? Beyond the basic ratios, profit margin can show you how well you’re meeting business goals and priorities. Find out how to calculate these margins, and more about what they can teach you.
Cash Flow Isn’t the Same as Profit
Profit isn’t the same as cash flow, but they’re both important to a business’s financial health. It’s pretty common for new business owners to to point to the profit/loss number on the P&L and think that it has something to […]
Deductible expenses (and what NOT to deduct)
Every year you do a lot for your business, and much of it costs money. You can use those expenses to save money on your taxes. The IRS lets you take deductions, which are business expenses that are legally permissible […]
Simple Expense Tracking, Calendar Version!
I like to keep things simple when I can! This series is all about simple expense tracking, business, personal or BOTH. It shows you tricks to find out what you spend, and keep track of it from year to year. […]
Our Virtual Office
What makes a good remote office? Happy Bookkeeping has always been a virtual office – we talk about what makes it work, why we do it, and what we use.
What is financial coaching?
What is a financial coach? In today’s complex financial world, people are actively seeking advice about money. A financial coach helps you plan, holds you accountable, and contributes to your financial well-being.