As September winds down, it’s hard to believe there are really only three months left until year-end. As we move into the 4th quarter,...

As a solopreneur, bookkeeping often ends up on the back burner—but it doesn’t have to. With AI-powered tools, you can automate transaction categorization, invoicing, receipt capture, and even get real-time financial insights. These smart features save time, reduce errors, and help you stay on top of your numbers without the overwhelm. AI won’t replace your judgment—it supports you so you can focus more on growing your business.

Wondering if cloud bookkeeping is safe? As more software moves online — including QuickBooks — many small business owners are asking smart questions about data security. This post breaks down what cloud-based bookkeeping really means, how platforms like QuickBooks Online protect your data, and what simple steps you can take to keep your financial info safe. Learn why the cloud might actually be a more secure option than desktop software.

Bookkeeping isn’t just about posting transactions, reconciling accounts, and financial reports. As a solopreneur or small business owner, you need to organize more than just your numbers—you need to organize your time, your files, your notes, and your workflow. The good news? There are some powerful, non-accounting tools out there that can make staying on top of your bookkeeping smoother, faster, and a whole lot less stressful. Here are five of my top picks that I recommend

Schedule a Money Date—a simple, no-pressure check-in with your business finances that keeps you in control and helps you make smarter money

At the start of every year, we all set new goals, and make plans for the upcoming 12 months. And I get it, looking ahead at the...

Contrary to what much of the marketing out there says, most accounting software is not plug-and-play.

I truly believe that there are business owners who can do their own books and those that maybe shouldn't.  And I want to empower and support