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Don’t Get Duped: How to Avoid Social Media Payment Scams
Social media can be a goldmine for deals, but it is also a growing hotspot for scammers. Here is how to protect yourself before sending money through apps like Zelle, Venmo, or wire transfers.
Stephen T.
Aug 62 min read
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Bridging the Talent Gap: How Bookkeeping Firms Are Solving Talent Shortages Through Upskilling and Flexibility
A Shifting Landscape In 2025, the bookkeeping profession is at a crossroads. While demand for skilled professionals continues to grow,...
Stephen T.
May 222 min read
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When to Call in a Bookkeeper (Even If You Use QuickBooks)
Introduction Many business owners turn to QuickBooks with the goal of simplifying their financial management. And for good reason, it's a...
Stephen T.
Apr 243 min read
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Paper vs. Digital: Best Practices for Organizing Business Financial Documents
Learn how to organize your business financial documents with the best practices for paper and digital filing systems.
Stephen T.
Apr 43 min read
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How to Prepare Financial Reports for Loan Applications and Investors
Securing funding for your business, whether through a loan or investor backing, requires well-prepared financial reports. Lenders and...
Stephen T.
Mar 283 min read
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Why Accurate Payroll Records Are Critical for IRS Compliance
Learn why maintaining accurate payroll records is essential for IRS compliance.
Stephen T.
Mar 215 min read
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Bookkeeping Records Retention: What to Keep for 3, 5, or 7 Years
Keeping proper financial records is essential for tax compliance, audits, and protecting your business from legal risks. The IRS and...
Stephen T.
Mar 134 min read
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Bookkeeping and U.S. Laws: What Small Businesses Need to Know
Bookkeeping is more than just tracking income and expenses; it’s a legal requirement for businesses operating in the U.S. Failing to...
Stephen T.
Mar 63 min read
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How to Encourage Timely Payments and Boost Your Bottom Line
Timely payments are the lifeblood of any small to medium-sized business. Yet, many businesses struggle with late invoices, leading to...
Stephen T.
Feb 133 min read
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Mastering WIP Schedule Analysis: A Step-by-Step Guide for Small Construction Business Success
Keeping track of your work-in-progress (WIP) schedule can feel overwhelming, especially if you run a small business. From juggling...
Stephen T.
Feb 73 min read
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Finding the Perfect Bookkeeping Software for Your Small Business
As a small business owner, you wear many hats. Juggling daily operations, marketing, and customer service can leave little time for the...
Stephen T.
Jan 313 min read
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Protect Your Business: 7 Ways to Avoid the Latest Financial Scams
As small business owners ourselves, we understand the challenges of staying ahead of financial scams. Scammers are constantly evolving...
Stephen T.
Jan 172 min read
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7 Essential Bookkeeping Tips for Small Businesses
Running a small business is an exciting adventure, but amidst the thrill of growth, it's easy to get overwhelmed by the day-to-day. One...
Stephen T.
Jan 103 min read
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