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Year-End Preparation: 5 Key Tips for Small Businesses

Year-End Preparation: 5 Key Tips for Small Businesses As the new year is quickly approaching, now is the ideal time for small businesses to ensure their financial health is in good standing. If you are already looking to plan and strategize for the end of the year, you are one step ahead of the game![...]

Understanding Business Personal Property Tax Are you interested in learning more about potential saving opportunities? Take the initiative now and welcome the opportunity to optimize your tax strategies as a business owner! An important part of running a business is acquiring knowledge on all things tax related. Now is the time to learn more[...]

Are you a business owner looking to add another task to your never-ending to-do list? Of course, you aren’t. As of January 1st, 2024, FinCEN began requiring reports from many companies; with minimal exceptions [and a huge penalty if you fail to comply]. I hate to be the bearer of bad news! I hope that[...]

by Jillian Verdun
Posted on September 11, 2024
in Budgeting, Cash Management, Financial Health

Good Debt vs. Bad Debt: How to Manage Both They say all combined household debt in America currently adds up to 17 trillion dollars. While that’s not a number many may know how to write – it is likely that this is a number that you [and I] have contributed to. Unsurprisingly, Americans continue to[...]

by Jillian Verdun
Posted on August 21, 2024
in Business, Cash Management, Financial Health

Many of us naturally set a New Year’s resolution of attracting abundant opportunities, financial wealth, and success. Who wouldn’t enjoy being financially successful? Millions of people also hope to meet those same goals year after year – but not everyone implements a “Money Magnet” mindset to make that a reality. So, we find ourselves[...]

Many people are all too familiar with the ease and convenience of spending with debit/credit cards. One swipe, no bills or coins, and a spending trip made quick and easy. What many people don’t consider is how quickly their spending can add up using this method – and without even noticing it. A simple and[...]

Keeping track of all of your bookkeeping tasks can quickly become overwhelming. This can be especially true when you have so many other to-do tasks on your list as a business owner. Thankfully, you don’t need to keep all of those bookkeeping tasks on your list of things to do. Instead, you can choose to[...]

Business owners everywhere are trying to find ways to save money. Some people may think this is to boost profits. However, for many small businesses, the cost-saving measures are simply to ensure those businesses stay open. Not everyone thinks it is easy to save money while operating a small business. It can be done though[...]

As a business owner, you juggle multiple tasks each day. Some tasks are deemed important enough to be placed at the top of your to-do list. Others, mainly the ones you dislike, get pushed to the bottom. One of those tasks at the bottom of your to-do list may be bookkeeping. It is the one[...]

Distributing money from your main account to specific accounts is necessary when you implement Profit First in your business. When you begin this process, you create target percentage goals for each account. However, those percentages may not be the best for your business. You may choose a percentage that isn’t high enough for one category.[...]

Blog

Year-End Preparation: 5 Key Tips for Small Businesses

Understanding Business Personal Property Tax

Mandatory BOI Filing for Business Owners

Good Debt vs. Bad Debt: How to Manage Both

Money Averse to Money Magnet Mindset

Using the “All-Cash” Diet to Spend Smarter

Finding an Outsourced Accountant: Tips Before You Choose

6 Strategies for Your Small Business to Save Money

How to Catch Up on Your Bookkeeping

When and How to Reassess Your Profit First Distributions

Get Started Today Download the 5 Core Chapters of the Book Profit First

Avoid the Top 10 Bookkeeping Mistakes

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