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The latest news, videos, podcasts, and up to date information from Bookkeeping Made Simple!
November Bookkeeping Priorities for Small Business Owners
Prepare your small business for year-end with six November bookkeeping priorities, including bank reconciliations, balance sheet reviews, and cleanup. ...more
Mindset ,financial education &Business Management
November 02, 2026
What Happens After You Hire a Bookkeeper?
Learn what happens after you hire a bookkeeper, including onboarding, QuickBooks Online access, financial records, cleanup, communication, and monthly reporting. ...more
financial education
October 30, 2026•8 min read
What Is a Break-Even Point for a Small Business?
Learn how to calculate your small business break-even point, what it tells you about pricing and costs, and how to use it for better financial decisions. ...more
financial education
October 28, 2026•11 min read
Can My Small Business Afford to Hire an Employee?
Learn how to evaluate whether your small business can afford to hire an employee using cash flow, profitability, forecasting, and total hiring costs. ...more
financial education
October 26, 2026•8 min read
What a Clean Year-End Actually Looks Like
There are two versions of December — one where you know what the year produced, and one where you find out in April. Here's what the intentional version looks like and what it took to get there. ...more
financial education ,Business Management
October 26, 2026•7 min read
What Is a Month-End Close for Small Business?
Learn what a month-end close is, what small businesses should review each month, and how accurate bookkeeping leads to more reliable financial reports. ...more
financial education
October 23, 2026•9 min read
How Bookkeeping Becomes Advisory : And Why the Distinction Matters
There's a progression from transaction entry to reconciled books to financial clarity to advisory conversation. Here's what each level requires — and what it gives a business owner. ...more
financial education ,Business Management
October 22, 2026•7 min read
Accounts Receivable vs. Accounts Payable for Small Business
Learn the difference between accounts receivable and accounts payable, what small business owners should review each month, and how both affect cash flow. ...more
financial education
October 21, 2026•8 min read
The Questions a Business Owner Should Be Able to Answer From Their Books
Can you answer basic questions about your business right now — gross margin, cash position, receivables, most profitable service line? If the books can't tell you, here's what that means. ...more
Mindset ,financial education &Business Management
October 21, 2026•7 min read
Your Books Should Be Able to Answer Questions
Your books should be able to answer basic questions about your business — gross margin, cash position, receivables aging. Here's what it means when they can't, and what to do about it. ...more
Mindset ,financial education &Business Management
October 20, 2026•7 min read
What Reliable Financial Statements Actually Require
A P&L is an output. The work that produces financial statements you can actually trust — reconciliation, investigation, correct balance-sheet accounting — is what most business owners assume is happen... ...more
financial education
October 19, 2026•8 min read
What Your Balance Sheet Is Hiding
Your balance sheet may reveal hidden debt, cash flow problems, and financial risks. Learn what small business owners should look for before trouble starts. ...more
financial education ,Business Management
October 15, 2026•9 min read
Why Automated Categorization Is Not a Cleanup
Automated categorization isn't bookkeeping cleanup. Learn why QuickBooks rules and AI tools can't replace accurate reconciliations and professional review. ...more
financial education
October 14, 2026•8 min read
What a Legitimate Catch-Up Engagement Actually Involves
Behind on your books? Learn what professional catch-up bookkeeping involves, how cleanup differs, and why accurate reconciliations matter. ...more
financial education ,Business Management
October 13, 2026•5 min read
What to Look for in a Payroll Service for Small Business
Learn what small businesses should look for in a payroll service, including tax filing, direct deposit, record keeping, support, and multi-state payroll. ...more
financial education
October 09, 2026•8 min read
How Often Should You Review Financial Statements?
Learn how often small businesses should review financial statements, what to check monthly and quarterly, and when deeper financial guidance helps. ...more
financial education
October 06, 2026•6 min read
From Broke to Bankable : What Q4 Looks Like When You've Done the Work
The journey from financial avoidance to financial clarity looks different in Q4 than any other time of year. Here's what Q4 looks like when you've done the work — and when you haven't. ...more
Business Management
September 30, 2026•8 min read
Why the Business Owner Who Knows Their Numbers Owns Q4
The business owners who enter Q4 with reliable books and real financial clarity are operating with an advantage most competitors don't have. Here's what that advantage looks like in practice. ...more
Business Management
September 29, 2026•7 min read
What Finishing the Year Intentionally Actually Looks Like
There are two ways to finish the year — intentional or reactive. Here's what the intentional version actually looks like, what it requires, and why September is where it starts. ...more
financial education ,Human Resources &Business Management
September 28, 2026•7 min read
How to Use Your Financial Information to Plan for 2027
Your 2026 financial picture tells you more about 2027 than any forecast can. Here's how to use the year's data to plan capacity, pricing, hiring, and cash flow intentionally. ...more
Business Management
September 25, 2026•8 min read
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Hear from a few of our satisfied clients!
Greg Ormeo
Donna and the team are the best! This is our first year selling and they have been so helpful.
Tanya Welch
Donna is extremely knowledgeable and always quick to respond to any questions we had. Her expertise and promptness made the entire process smooth and stress-free. I highly recommend her!
Roger Knecht
Thanks for the great work cleaning up the books of business for my clients. Love the attention to detail.
Erin Wiersma
I was on a very short time line to close on my house. I unexpectedly had three days to do my taxes. So that I could close on time.
Donna made it happen.
She squeezed me in and made sure taxes were filed in time.
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