Bookkeeping paperwork and calculator
Bookkeeping & Finance

Keeping business and personal finances separate

Mixing personal and business money makes bookkeeping harder and can create bigger problems. Here is how to separate them and keep them that way.

Business consultant presenting to a team
Bookkeeping & Finance

How to write a monthly budget your business will stick to

A business budget only helps if you use it. Here is a simple, realistic way to build a monthly budget and keep it working all year.

Bookkeeping paperwork and calculator
Bookkeeping & Finance

Cash flow vs. profit: why a profitable business can still run short

Profit on paper does not always mean cash in the bank. Learn why the two differ and how to keep your business from running short.

Team working together
Bookkeeping & Finance

Hiring your first employee: setting up payroll the right way

Your first hire changes your paperwork. Here is how to set up payroll, withholding and records correctly from the very first paycheck.

Bookkeeping paperwork and calculator
Bookkeeping & Finance

Bank reconciliation: what it is and why it matters every month

Bank reconciliation compares your books to your bank statement so you can trust your numbers. Here is how it works and why it should happen every month.

Bookkeeping paperwork and calculator
Bookkeeping & Finance

Year-end bookkeeping checklist for small businesses

Close out the year with clean books. This checklist covers reconciliations, receivables, payroll records and what to gather for your CPA.

Bookkeeping paperwork and calculator
Bookkeeping & Finance

Five signs your small business has outgrown spreadsheets

Spreadsheets are a great start, but they have limits. Here are five signs it is time to move your books to a real system.