The Process of Having a Bookkeeper  So you’re ready to hire a bookkeeper – that’s great! This may mean that your business is in a position of growth that requires a professional team to manage your finances, OR it could mean that you simply do not have the time to personally handle your books anymore […]

There’s a myth that business finances are complex because numbers are involved. Do you feel like you shy away from your numbers because “it’s too complicated”?⁠ Here’s the truth – you don’t have to be an expert in bookkeeping to have a handle on your finances. That’s where we come in. You can think of […]

I’ve been helping people with their bookkeeping for a few years now and I’ve seen it all. The good, the bad, and the ugly. There are a lot of ways to take care of your books and set yourself up for success, but there are also a lot of mistakes that can harm your business […]

If you’ve been around the business world for longer than a few minutes, you’ve likely heard the terms “bookkeeper” and “accountant” thrown around. Many believe they are synonymous, but the truth is, they are not! It’s important to understand how a bookkeeper’s and an accountant’s roles differ when it comes to supporting your business. While […]

On June 9th, I got the email that my trademark for Atlas Financial Co was rejected. I was heartbroken. Yes, it’s just a name. No, it has no effect on the services we provide. But for over 3 years we’ve been Atlas. It was the name I chose sitting at my kitchen counter, after a […]

It all started with a snake… No seriously. And if there’s one thing to know about me, it’s that I hate snakes. I am terrified of them. The movie Snakes on a Plane is my absolute nightmare because it combines my two biggest fears (love to travel, hate flying). Back to the birth story. It […]

Profits matter more than sales, imagine that! Here are a few common questions we get on the subject: Why is it important for a business owner to know their finances?  You need to know where you are to know where you’re going and reach your goals. Once you know your numbers, you can make adjustments […]

Back when I worked as a staff accountant, I liked what I did, but I always knew it wasn’t going to be a forever job. I wanted to have freedom once I had kids. One day, I picked up a book called Grit by Angela Duckworth – a gift from dad that sat on a […]

If you’re here, you’re probably a new business owner. Congratulations on taking the leap! Now I know firsthand just how overwhelming it can be to think about business finances and all the things you need to do. Start off with these foundational principles and you’ll be well on your way to successfully managing your business […]

If you’re a small business owner, you’ve probably heard the term 1099. And you might fall into one of two camps – yeah, yeah, I know, I take care of those (or my bookkeeper/CPA/tax preparer does), or what the heck are they and do I need to file them??? If it’s the latter, today’s post […]

So, you’ve decided to start a business and know that you should have a business bank account separate from your personal account (Props to you 🙌🏻) But after doing a Google search (maybe that’s how you found us!), you’re more confused than ever. Below are our tips for choosing the right bank for you. Our […]

When you first start your business there are a million and one things that need to be done. …the list goes on and on. One thing that can easily be overlooked is bookkeeping. I get it, we’re not the popular kid in school 🤷🏼‍♀️  But whether you hire a bookkeeper off the bat or plan […]

Many times I’ve heard from small business owners that they haven’t looked at their books in months because they are scared of what they might see. They know they are seeing some profits, so it seems easier to keep doing business as usual and avoid what the numbers say.⁠ But let me tell you something. […]

Nobody started a business because they really wanted to do bookkeeping. You CAN start a new business.⁠⁠ You CAN do the bookkeeping for said business.⁠⁠ But SHOULD you? I think you know what my answer to this might be. You didn’t start a business to spend hours coding transactions and reconciling accounts. We can handle […]

Now that tax season is officially over, it’s time to reflect on how things went. Some questions to ask yourself: If this tax season left you wanting to curl up in a ball and cry, let me tell you something – it doesn’t have to be that way! Say it with me… “tax season doesn’t […]

The Importance of Savings Receipts in Business If you are a business owner, you’ve likely heard the advice to keep track of your receipts related to any business expense. This is completely accurate advice for a few reasons, most importantly to keep a running total of your expenses month-to-month.  On top of that, keeping track […]

Did you miss Part 1? Check it out here! O: Outsourcing As an entrepreneur and small business owner, your time is valuable. You already have approximately a million and one items on your to-do list, and let’s not forget about that life you want to have outside of your business.⁠ As an entrepreneur and small […]

A – Accounts Payable Have you ever read the term AP and wondered what that meant? Accounts Payable is a term for the amounts that are due to a vendor for goods or services your business has purchased, but not yet paid for. In other words, it is what your business owes. ⁠⁠ This can […]

Things get in the way. We get busy. And it’s a lot easier to put off bookkeeping and prioritize content creation, client work, or anything else instead. BUT (you knew that was coming) what is the benefit of doing your bookkeeping 20 days after the end of the month? Or two months later? Or once […]

Having strong and solid systems in place is an easy way to simplify and streamline your business. Not only can these tools make things run more smoothly and save you time, but they are also easy to work with so you have more time to work on money-making and needle-moving tasks (or make cookies, totally […]

When your business hires a new vendor or independent contractor, it’s best practice to collect a W-9 from them. A W-9 will gather the necessary information you need about your vendor and will let you know if you need to send them a 1099-NEC at the end of the year. Is there any time I […]