How small business owners can stay organized with their monthly bookkeeping using simple processes that save time and reduce stress.

Not sure when to hire a bookkeeper? Here are 5 clear signs that a bookkeeper is the right support for your growing business.

Thinking about hiring a bookkeeper? Discover 10 essential questions small business owners can ask to find the right support.

Explore key benefits of hiring a bookkeeper: stay organized, improve accuracy, gain financial clarity, and free your time to focus on running your business.

When you hear bookkeeper , you may imagine any number of roles, from data entry clerk to financial manager. The reality is, bookkeepers can bring a wide range of experience and skills to the job. While all bookkeepers offer a core service, many add a variety of complementary services as well, making the role seem a bit unclear.  At its core, the role of a bookkeeper is to organize and maintain a business’s financial data by recording and categorizing all of its financial tran

One of the most challenging aspects of being a small business owner is that you become a jack of all trades, often including becoming your own bookkeeper .  Bookkeeping is a key task for any small business owner to get financial clarity, prepare and file tax returns, and support sound decision-making.  Whether you’re just starting out or you prefer to take a hands-on approach to the numbers, if you’re doing your own bookkeeping, this guide is for you!  The goal is to keep you

If you’re a small business owner doing your own bookkeeping in Excel, you might be wondering whether it’s worthwhile to start using an accounting software, or if you should stick with the spreadsheets to manage your finances. The answer (an accountant’s favorite): It depends! In this post, we’ll explore whether a simple spreadsheet is sufficient, or if you would benefit from a dedicated accounting software, like QuickBooks ! Can I really do my own bookkeeping in Excel? Absolu

What do bookkeepers and accountants do, and which one do I actually need?  This is a common question because there can  be a little overlap between the two, but the reality is they both provide different (but complementary) services. Let’s break down who does what, and when you might need each.  What does a bookkeeper do? (Your day-to-day numbers person) Bookkeepers manage the day-to-day details of your business’s finances. Bookkeeper duties typically include: Accurately reco

Wondering about what documents your bookkeeper needs, and the best way to organize and send them? One approach is to prepare a monthly package : a collection of financial documents for the last month that you send to your bookkeeper shortly after month-end. Every bookkeeper has their own workflow and preferences, so be sure to ask your bookkeeper for their advice when you start working together. In the meantime, below is a basic checklist for what to send to your bookkeeper,

You already know that your bookkeeper is a number whiz and organizational master.  A lesser-known secret?  You and your bookkeeper can collaborate  to create a powerful partnership — one that helps you maximize your combined efficiency and  elevate your financial decision-making. Once you and your bookkeeper have the bookkeeping basics down, leverage your relationship not just by understanding the numbers, but by exploring different ways to work with them.  Want to start with

Bookkeepers are fantastic at organizing your business’s financial data and keeping your records up-to-date, but that’s only one part of their role. They can also  help you strengthen your understanding of your business through a financial lens.  How? By working together as a team — and by asking the right questions. In doing so, you’ll build a firm foundation for confident financial decision-making.  Every business is unique, and there’s no one-size-fits-all approach to worki

Wondering how to work with a bookkeeper and what they can do to support your growing business? Whether you’re not a numbers person and want the support of someone who is, or you are but your growing business needs your full attention, a bookkeeper can be an invaluable part of your team. Your bookkeeper manages the financial details of your daily operations. In doing so, they help you set a strong foundation for your business to build upon by adding clarity to the numbers and

Hi, and welcome to the blog!  I’m Kayli Robles, your expert bookkeeper and QuickBooks ProAdvisor. I’m excited to launch this blog, which I hope will be a helpful resource for small business owners who could use a little more clarity, confidence, and support in managing their financial systems. To kick things off, I thought I’d start by introducing myself, my business, and what you can expect in this space. My story and background I’ve always found comfort in clarity and organ