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Retirement - How Much Can I Contribute?
With the fourth quarter of 2024 just around the corner, it's a great time to revisit your retirement contributions for the year. The IRS...

Jamie
Sep 30, 20241 min read
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New Services in June: Personal Finance Consulting
Managing personal finances can be overwhelming, especially as your financial situation becomes more complex. From budgeting and tracking...

Jamie
Mar 22, 20243 min read
18 views
0 comments


Personal Finance 101: Educate Yourself!
In the realm of personal finance, knowledge truly is power. Understanding key financial concepts and strategies can empower you to take...

Jamie
Mar 18, 20243 min read
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Personal Finance 101: Investing for the Future
Investing for the future is one of the most important financial decisions you can make. Whether you're saving for retirement, building a...

Jamie
Mar 15, 20243 min read
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Personal Finance 101: Paying Off High-Interest Debt
Step 3 of our Personal Finance Tips involves confronting that dreaded word - debt. Made even worse by the preamble, high-interest. Not...

Jamie
Mar 14, 20243 min read
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Personal Finance 101: Building an Emergency Fund
Now that you've created a budget, it's time to add a new line item - your emergency fund. Life is full of unexpected twists and turns –...

Jamie
Mar 13, 20243 min read
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Personal Finance 101: Creating a Budget
In the last Personal Finance 101 post, we outlined five steps you can take to improve your financial help. Over the next few days, we'll...

Jamie
Mar 12, 20243 min read
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Personal Finance 101: Five Tips
Managing personal finances can seem daunting, especially with the constant barrage of expenses and financial responsibilities. However,...

Jamie
Mar 11, 20242 min read
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Navigating the New Federal Reporting Requirement for Beneficial Ownership Information (BOI)
As part of ongoing efforts to enhance transparency and combat financial crime, the federal government has introduced a new reporting...

Jamie
Feb 28, 20242 min read
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Unlocking Organizational Efficiency: Transforming Your Business for Leaner Operations
In today's fast-paced and competitive business landscape, organizational efficiency isn't just a luxury; it's a necessity for survival...

Jamie
Feb 27, 20243 min read
15 views
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Understanding the Essence of a Business Plan: A Comprehensive Guide
In the vast landscape of entrepreneurship, one cornerstone document stands tall as the blueprint for success: the business plan. Whether...

Jamie
Feb 26, 20243 min read
14 views
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Unlock Financial Clarity for Your Small Business with Our Expert Bookkeeping Services
Are you a small business owner juggling multiple responsibilities, from managing day-to-day operations to ensuring financial stability?...

Jamie
Feb 23, 20242 min read
23 views
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Stay Ahead of the Curve: Important Tax Deadlines for Small Business Owners in 2024
As a small business owner, staying on top of tax deadlines is crucial to avoid penalties and maintain financial compliance. To help you...

Jamie
Feb 22, 20242 min read
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Understanding the Difference: Tax Preparer vs. Small Business Accountant/Bookkeeper
As a small business owner, navigating the world of finance can be overwhelming, especially when it comes to seeking professional...

Jamie
Feb 21, 20242 min read
19 views
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The Hidden Costs of Poor Bookkeeping: Understanding the Financial Risks for Your Business
As a small business owner, you have countless responsibilities vying for your attention every day. While it's tempting to prioritize...

Jamie
Feb 20, 20242 min read
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Top Reasons to Hire a Professional Payroll Provider for Your Business
As a business owner, managing payroll can be a complex and time-consuming task that requires meticulous attention to detail. From...

Jamie
Feb 19, 20243 min read
17 views
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Unlocking the Power of QuickBooks Online: Why It's the Ultimate Solution for Small Business Accounting
As a small business owner, managing your finances effectively is paramount to your success. Fortunately, with advancements in technology,...

Jamie
Feb 16, 20242 min read
21 views
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The Power of Personal Connection: Embracing One-on-One Interaction as a Small and Local Business
In today's fast-paced digital world, where transactions often happen with the click of a button, the value of personal connection and...

Jamie
Feb 15, 20242 min read
15 views
0 comments


The Financial Advantage: How Outsourcing Bookkeeping Can Save Time and Money for Your Small Business
As a small business owner, wearing multiple hats is often part of the job description. However, when it comes to managing finances,...

Jamie
Feb 14, 20242 min read
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Personal Finance 101: The Three R's
If you followed the tips in my first installment of Personal Finance 101, then you should have a general idea of where your finances...

Jamie
Jul 23, 20204 min read
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