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how-to-guides

Detailed tutorials and instructions for managing your business books. Learn practical skills and techniques for better financial management.
Dec
19
Hands in gray sweater organizing documents in light blue file folder with manila dividers, showing simple document management

Getting Tax-Ready | Documents Your Accountant Needs

Getting Tax-Ready: Documents Your Accountant Needs | 2024 Guide
2 min read
Dec
12
Document Organization Systems That Work

Document Organization Systems That Work

Stop wasting time searching for important papers! Learn how to create a simple document system that makes tax time easier and keeps your books clean.
3 min read
Dec
05
Person in cozy sweater writing in planner on wooden desk with coffee and croissant, creating welcoming planning scene

Business Budget Planning Made Simple

Struggling with business budgeting? Learn how to create a simple spending plan that works. No complicated spreadsheets - just clear steps you can follow.
3 min read
Nov
07
Financial reports, a calculator, pen, reading glasses, stacks of coins, a piggy bank and a magnifying glass on a desk repres

The Business Owner's Guide to Stress-Free Financial Decisions

Learn practical steps to make smart business money choices with confidence. Get simple tools to evaluate options and trust your decisions.
2 min read
Oct
31
Organizing Your Business Income Without the Stress

Organizing Your Business Income Without the Stress

Transform your messy business records into an organized system. Learn practical tips for tracking income and keeping clean records without the stress.
2 min read
Oct
24
Making Data-Driven Purchase Decisions

Making Data-Driven Purchase Decisions

Learn how to use your financial data to make smarter business purchase decisions. Transform your spending from guesswork to strategic investment.
1 min read
Oct
17
Understanding Your Annual Financial Statements

Understanding Your Annual Financial Statements

Learn how to read and understand your annual financial statements. Master your balance sheet, P&L, and cash flow reports for better business decisions.
1 min read
Sep
16
Three coworkers standing up at a desk looking at a laptop screen.

Employee or Contractor? The Decision That Can Make or Break Your Business

Learn the crucial differences between employees and contractors, and how to classify your workers correctly to protect your business.
1 min read
Jul
08
Business person reviewing business reports at a desk with a daily planner and calculator

Separating Personal and Business Finances (Without Losing Your Mind)

Learn why separating business and personal expenses is crucial for your business success, and get actionable steps to maintain clean books.
2 min read
May
09
Reports on a desk with a pen, a book and a small bowl that includes a few paperclips

Cash vs. Accrual Accounting

Learn the key differences between cash and accrual accounting, and discover which method best suits your business needs with real examples.
2 min read