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tax season bookkeeping

Tax-Season Ready: 5 Bookkeeping Red Flags to Catch Early

Tax season might not be breathing down your neck just yet. But if you’re a business owner, the warning signs are often already there: unreconciled accounts, vague expense lines, payroll missteps, and reports that don’t reflect reality. These headaches aren’t just an inconvenience when April rolls around — they can

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Trailing Twelve Months

The Noise of Knowing

Recently, I had the pleasure of attending a live performance with a close friend in a small, beautiful venue. We sat in comfortably padded chairs in the back row, gazing as daylight lit up the vaulted ceilings and stunning stained-glass windows. The performers were talented, and the audience was quiet

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What’s Your Bookkeeping Story?

Are your books a beautiful mystery? A chaotic comedy? A financial fantasy?

Take our 2-minute quiz to discover your bookkeeping personality — and get clarity on where you stand (plus a few laughs along the way). No judgment, just insight and encouragement.

👉 Start the quiz now and find out what kind of story your books are telling.