Documents for Your Bookkeeper: The Ultimate Checklist for a Smooth Handoff

Documents for Bookkeeper: Your Essential Checklist

Effectively, gathering the right documents for your bookkeeper to review is the single most important step you can take to ensure accurate financials. However, many business owners find this process overwhelming, leading to delays and increased costs. Specifically, providing a complete, organized set of records allows your bookkeeper to work efficiently, catch errors early, and […]

DIY Bookkeeping Guide: When to Fire Yourself and Hire a Pro

Recently, I spoke with a passionate entrepreneur who was spending her Saturday nights wrestling with spreadsheets instead of resting. In reality, DIY bookkeeping is often the first hat a business owner wears, and frequently the last one they are willing to take off. For instance, in the early days, managing your own finances feels prudent, […]