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Every business reaches a point where doing it all

Every business reaches a point where doing it all yourself no longer works.

Here’s how to know who you need and when:

Bookkeeper - When your books are behind, you’re guessing your profit, or tax time feels stressful because nothing is organized.

Tax accountant or tax pro - When you need help with taxes, compliance, filings, business structure, or making sure you’re not overpaying in taxes.

CFO - When you’re growing fast and need bigger picture support like forecasting, cash flow planning, budgeting, or strategic guidance.

The right financial support can take a huge weight off your plate and help your business grow with clarity.

Who do you think you’re ready for next?
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#FinancialTeam #MoneyTeam
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

Which one are you checking off first? Share below

Which one are you checking off first?

Share below and tag a business friend.
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#2026Bingo #BusinessBingo
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

If you use PayPal, Square, or Stripe, connecting t

If you use PayPal, Square, or Stripe, connecting them to QuickBooks keeps your income clean and organized.

Here’s how to set it up:

1. Go to Accounting in the left menu.

2. Select Integrated Transactions.

3. Find PayPal, Square, or Stripe in the list.

4. Click Connect and sign in to your payment platform.

5. Choose your sync settings for fees, categories, and payouts.

6. Save and let QuickBooks import your transactions automatically.

A quick setup now saves hours of work later.

Follow for more tips to make running your business easier.
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#QuickBooks #Stripe #Paypal
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

Every business has its own story and we love helpi

Every business has its own story and we love helping business owners turn their numbers into clarity, confidence, and growth.

Here are a few of the types of businesses we’d be thrilled to support as your bookkeeper!

Whether you’re growing, scaling, or just starting out, we love partnering with businesses who care about their craft and their financial health.

If that sounds like you, let’s chat. We’d love to make your business finances simple, stress-free, and maybe even a little fun.
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#EntrepreneurLife #SmallBusinessSupport #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness

If you plan to make charitable contributions this

If you plan to make charitable contributions this year, a little preparation can help your giving make a meaningful impact on your taxes.

Not all donations qualify, and not all types of giving are treated the same, so it is important to keep good records and understand what counts.

Here are a few things to keep in mind:

1. Make sure the organization you support is an eligible charitable entity.

2. Keep meticulous records, receipts or acknowledgement letters for every donation.

3. Charitable tax rules can be complex. Speak with a tax professional to help you avoid mistakes and maximize potential benefits.

Giving with intention helps you support causes you care about while staying organized and prepared for tax season.

Follow for more tips to make running your business easier.
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#BusinessTips #TaxTips
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

This quick check in helps you review your numbers,

This quick check in helps you review your numbers, confirm what needs to be filed, and make sure there are no surprises heading into tax season.

A simple conversation now can help you understand your profit, prepare for taxes, and wrap up your books with confidence.

Follow for more reminders and tips to make running your business easier.
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#BusinessTips #TaxTips
#BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting
#SmallBusiness

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