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Why Your Bookkeeper Should Be One of Your Business’s Most Trusted Advisors
When most people think of a bookkeeper, they picture someone who logs expenses, files receipts, and makes sure the math adds up. And while that’s all true, a great bookkeeper does so much more than crunch numbers—they can actually be one of your most valuable business partners.


Financial Wellness for Individuals: What It Means & How to Achieve It
When we think about wellness, our minds usually go straight to physical or mental health. But what about financial wellness? It's just as essential—if not more—because money stress can spill into every other area of your life.


Your Personal Tax Day Checklist: What to Gather & How Long to Keep Receipts
Tax day can be stressful, but a little preparation goes a long way. Whether you're filing on your own or working with a tax professional, having the right documents ready can make the process smooth and hassle-free.


The Hidden Cost of DIY Bookkeeping: What You’re Losing Without Even Realizing It
As a small business owner, you wear a lot of hats—CEO, marketer, customer service rep, and, often, bookkeeper. At first glance, handling your own books might seem like a smart way to save money. After all, why pay for something you can do yourself?


How to Set Financial Goals for Your Business in 2025
As a small business owner, setting financial goals is a cornerstone of your success. With the economy evolving and new challenges on the horizon, 2025 presents a unique opportunity to rethink how you approach your finances.


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