Seven Tips For Financial Wellness In 2021

Posted on 03. Feb, 2021 by in Budget, Credit Report, Small Business Tips

Common New Year’s resolutions are to lose weight or become more active. Perhaps 2021 is the year to shift focus. Here are seven tips to help you become more financially fit. Create a budget. It’s easy to get into financial trouble if you spend more than you earn. By watching your budget more carefully, you might […]

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Wardrobe Shopping Doesn’t Have to Break the Bank

Posted on 02. Oct, 2020 by in Family, Small Business Tips

Shopping can be fun, but also drain your wallet. So how do you maintain a respectable wardrobe in a cost-effective way? Here are three tips to help you find your fall attire without breaking the bank. Think versatility. Purchase items that can be paired with various articles of clothing and avoid apparel that is only occasionally […]

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Find a Budget Method That Works

Posted on 29. Sep, 2020 by in Budget, Customers, Employees, Family, Managing Finances, Small Business Tips, Spending

Which unique method of budgeting will work for you? You have your own unique personality, preferences and lifestyle. Likewise, how you manage and organize your finances can have its own personality, including how you budget. Here are five different methods of budgeting, each with a distinct way of helping you organize your spending and finances. […]

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Is It Time to Step In?: Aging and Help with Financial Matters 

Posted on 28. Jan, 2020 by in Aging, Misc. Articles

As the baby boomer generation ages so do the parents of the baby boomers. With this aging process there will come a time when a parent needs help. Much of the focus centers on managing things like transportation, mobility, health care, and home maintenance. Harder to spot is the need to help with bill payments […]

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Budgeting Made Simple for the Small Business Entrepreneur

Posted on 31. Oct, 2019 by in Bookkeeping Articles, Budget, Managing Finances, QuickBooks, Small Business Tips

Most of us came from the corporate world where working with budgets was an everyday occurrence. So now you are the one in charge and budgeting is the last thing on your mind for your business. Budgeting is just as important to the small business owner as it is to major corporations. It helps control […]

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Smart Tactics to Manage Student Debt

Posted on 10. Sep, 2019 by in Budget, Managing Finances

According to the Federal Reserve, U.S. student loan debt is now $1.5 trillion with more than 44 million borrowers. Only mortgage debt currently has bigger numbers among types of consumer debt. Even worse, more than 10 percent of these loans are past due. Here are some tactics to help make student debt easier to manage: […]

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Money and Marriage

Posted on 27. Jun, 2019 by in Budget, Marriage

One of the biggest things that can cause fights in a marriage is money. No matter where you are in a relationship, it’s a good idea to discuss these major money topics so you’ll know where you stand. Show me the money: Combine or keep separate or both One of the best ways to avoid […]

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Spring into Household Budgeting

Posted on 17. Apr, 2017 by in Bookkeeping Articles, QuickBooks, Small Business Tips

Spring is in the air! As you’re wrapping up your tax filing for 2016, now is a natural time to either create a new budget or refresh your existing budget. Here’s how: Organize your data. Gather all your bank, credit card and income statements for the last several months to a year. Calculate how much […]

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Have Your Layer Cake and Eat It Too

Posted on 30. May, 2016 by in Bookkeeping Articles, QuickBooks, Small Business Tips, Uncategorized

The best cakes have layers and layers of different delicious flavors to enjoy. Stacked on top of one another, each layer is baked separately and becomes part of the whole. Like a layer cake, your business expenses have layers of meaning to them. When you can understand how expenses play a part in profit, you […]

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Five Steps to Getting a Loan

Posted on 16. May, 2016 by in Bookkeeping Articles, QuickBooks, Services, Small Business Tips

Most small businesses need help with cash during certain stages of their growth.  If you find that you have more plans than cash to do them with, then it might be time for a loan.  Here are five steps you can take to make the loan process go smoother.  1. Make a plan.  Questions like […]

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