Leah Hane

There’s something magical about a blank calendar and a fresh spreadsheet. January is like the Monday of the year, full of good intentions, big plans, and maybe a little leftover glitter. If you’re a business owner, this is the perfect time to give your books a fresh start. Not in a “new year, new you” kind of way, but in a “let’s make this easier on ourselves” kind of way. Here are a few ways to kick off the year with clarity and calm: Archive last year’s records so you’re not scrolling...

There’s something deeply satisfying about a good clean-up. Whether it’s your closet, your inbox, or your QuickBooks file, clearing out the clutter makes space for clarity. That’s exactly what year-end bookkeeping clean-up is all about. As a bookkeeper, I can tell you this: the numbers don’t lie, but they do get messy. Over the course of a year, even the most organized business can accumulate a few stray transactions, uncategorized expenses, or lingering invoices. And while it might be...

Let’s talk about something that rarely gets the spotlight but quietly holds the keys to your financial clarity: your aging reports. If you’re a small business owner, you probably know who owes you money and who you owe, but the details can get fuzzy fast. That’s where aging reports come in. They break down your accounts receivable (what clients owe you) and accounts payable (what you owe vendors) by how long those balances have been sitting around. Think of it as a time-lapse of your cash...