How to Know If Your Books Are “Too Messy” for Your CPA

How to Know If Your Books Are “Too Messy” for Your CPA

Janine
Published on: 08/01/2026

Not sure if your books are ready for your CPA? Learn the warning signs that indicate your bookkeeping needs cleanup before tax season begins.

Bookkeeping
The January Bookkeeping Reset: What to Fix First When Your Books Are a Mess

The January Bookkeeping Reset: What to Fix First When Your Books Are a Mess

Janine
Published on: 02/01/2026

Behind on your books? A simple January bookkeeping reset checklist to help small business owners clean up messy books and prepare for tax season without overwhelm.

Bookkeeping
How to Close Your Books for the Year (Simple Checklist)

How to Close Your Books for the Year (Simple Checklist)

Janine
Published on: 22/12/2025

A simple, practical year-end bookkeeping checklist for small business owners. Learn the exact steps to close your books before January and prepare for tax season.

Bookkeeping
The December Clean-Up Checklist

The December Clean-Up Checklist

Janine
Published on: 04/12/2025

A simple but powerful December bookkeeping clean-up checklist. Reconcile accounts, categorize transactions, organize receipts, check contractor info, and get your books ready for tax season.

Bookkeeping