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Step 1 – Record bank feed transactions Bank Accounts Categorize expenses to expense accounts. Transfer money to any other bank account owned by your Company. Record Credit Card Payments for any payments from your bank account to your credit card. Match bank feed activity to transactions you’ve already recorded in...

How often do you review your company’s financial information? There isn’t a perfect answer to that question, but “Never” or “Only when forced” are answers that are all too common.  My recommendation is at least Quarterly for small companies and Monthly for most companies. Financial Review meetings don’t have to...

Forgiveness deadline approaching It has been a while since the Paycheck Protection Program (PPP) has been front and center, but now is a good time to circle back and make sure your PPP loan goes away for good. If you haven’t already applied for forgiveness, now is the time. PPP...

These days there is data for everything. Your Apple Watch or Fitbit has your heart rate and step count for the last 5 years, your phone knows the last time you went to the mall, and if you are like a lot of business owners you spend a lot of...

Chances are you didn’t get into business to study financial statements, but growing businesses inevitably hit a point where gut feelings and checking the bank account balance are no longer telling the full picture of business health. That point is where an experienced advisor can help guide your business by...