3 Questions to Ask a Bookkeeping Firm Before You Hire
December 12, 2024
Asking the right questions during your interview process ensures that you select a firm that meets your needs,…
How an Expense Analysis Can Help You Pay Yourself More
November 29, 2024
How an Expense Analysis Can Help You Pay Yourself More
When is the Best Time to Implement the Profit First System?
November 18, 2024
When is the best time to implement the Profit First System in your business?
Bookkeeper vs Accountant: Why Your Business Needs Both
November 15, 2024
Bookkeeper vs Accountant: Why Your Business Needs Both
Cashflow Management for Restaurants
November 27, 2023
Restaurants face challenges with slim margins and rising costs. Understanding your finances and creating a system can…
How to Keep Track of Your Finances
August 16, 2023
Keeping track of your finances can be a challenge. It’s helpful to know where to start and how to create a maintainable…
Financial Coaching for Digital Marketing Agencies
June 19, 2023
Digital marketing agencies are growing in popularity in response to the growing necessity for companies to share their…
How Small Businesses Keep Track of Profit
May 25, 2023
You’ve started your small business and you’re beginning to make sales and see some profit. But now you don't know how…
Does More Profit Mean More Happiness?
April 17, 2023
I am a Profit First Professional, meaning I work with businesses to help them grow profitably. More money circulating…
Business Finances For Beginners
March 31, 2023
You’ve started a business—congratulations! Now you have to manage your business’s finances. We dive into accounting…
Harnessing Your Finances to Bring You Joy
February 27, 2023
Tips for harnessing the full potential of your finances so you can glean some joy from that hard-earned paycheck—after…
Why You Should Create a Financial Calendar
February 6, 2023
If you’re tired of feeling overwhelmed by deadlines, payments, and long-term planning, 2023 could be the year to try…
Using Financial Empathy to Translate the Story of Your Business
December 21, 2022
Financial empathy is a recognition of the emotionality of finances. As a financial coach, I understand a business…
10 Ways Saving Money Can Improve Your Life
November 30, 2022
Adopting better money habits is the best thing you can do for yourself. Here are ten reasons you should put saving…
Why I Became a Financial Advisor
November 8, 2022
As a financial advisor, I do so much more than bookkeeping and taxes. By helping optimize and improve a business’s…
Refreshing Your Budget For Fall
October 6, 2022
The fall season gives you a chance to take inventory of your budgeting systems, and create one that’s attainable. Here…
Take Control of Your Cash Flow
September 7, 2022
A common issue business owners face is cash flow—it can be difficult to keep track of where it’s all meant to go! The…
Demolish Debt
August 1, 2021
Debt-we hate it, but we may have it. In this video I talk about how to demolish it once and for all.
Taxes
July 15, 2021
What if every year we didn't dread the call from the accountant telling us how much we owe in taxes? In this video I…
Owner’s Compensation
July 1, 2021
Do you pay yourself a regular salary from your business? If not, why not? In this video I explain the importance of…
My Explanation of Profit First?
June 15, 2021
Profit First is a great book, but everyone's understanding of it can differ. In this video I explain my take on the…
Using Profit First in your Personal Finances
June 1, 2021
Profit First is a cash management system is so effective I've adapted it in my family's personal finances. In this…