top of page
Cash Flow Is Becoming a Bigger Focus Than Ever In 2026
With rising costs, economic uncertainty and changing customer spending habits, cash flow is becoming a bigger focus than ever in 2026. I'm seeing change across a lot of industries and I hear this question more and more. Many business owners are focusing on sales and revenue which of course are important. However, cash flow is what determines whether you have enough money available to cover payroll, taxes, rent, software subscriptions and other business expenses when they com

Katie Dowell
Jul 222 min read
Preparing Your Business Finances Before Vacation
Does anyone else hear Summertime and immediately start singing the High School Musical song - or am I just aging myself? Either way, schools out and so many business owners find it hard to take a vacation when they're worried about what might happen while they're away. I live in Charleston, SC which is a a year-round vacation spot, so although we're thinking about the Summer, this advice applies all year! Nobody wants to be sitting on the beach and get a call from their empl

Katie Dowell
Jul 82 min read


What Business Owners Often Get Wrong About Accounting Basics
As a bookkeeping business owner, one of the most common things I see is business owners making financial decisions based on assumptions instead of accurate financial data. And you know what? I don't blame them. Business owners are experts in their industries - my clients are fantastic plumbers, electricians, landscapers, but I wouldn't expect them to know everything about accounting. That's something that they learn along the way. I help my clients gain clarity around their n

Katie Dowell
Jun 242 min read


Key KPIs Every Business Should Track in 2026
This 7 KPI is helpful for any businesses looking to thrive in 2026. KPI's don't have to be confusing, but knowing what's going on in your business is critical for growth.

Katie Dowell
Jan 161 min read


Simple Steps to Setting Up Your Accounting System
I know getting your accounting system up and running can seem complicated, but it doesn't have to be! Follow these simple steps to create a setup that works for your business and keeps your finances on track: 1. Pick your accounting software I know, I know - there are a million different choices. How are you supposed to pick? Well, it's a mixture of what you need the software to do and the one that you get the best vibe from. Plus price, of course. We work mainly with Quickbo

Katie Dowell
Jan 12 min read
bottom of page