The Journal

When you delete a transaction, you're not just removing a mistake. You're erasing history. And in bookkeeping, history matters more than you might think.

Overcome financial anxiety by starting small: schedule 15-minute weekly 'money dates' to review basics. Use simple software and reframe numbers as a tool for empowerment, not judgment. This small habit prevents massive future crises.

Revenue is total income; profit is what's left after expenses and taxes. Spending based on revenue is the fastest way to manufacture a cash crisis because you're spending money that belongs to the IRS or your suppliers.

First, take a deep breath. The feeling of being overwhelmed by your business finances is a signal, not a failure. It simply means you're ready for a new level of clarity. To get there, you need a simple, immediate plan.

Feeling perpetually stressed about money, even when your sales reports look strong, is a common and deeply frustrating experience for freelancers.

Yes, using a business credit card is a very smart move for most solopreneurs.

For many solopreneurs, the very word “budget” can bring on a wave of anxiety.

Creating a 12-month financial forecast is simpler than you think.

For most of us, it's supposed to be about rest. A long weekend to recharge, spend time with family, maybe fire up the grill or head to the beach.

Let's be real: you didn't start your business to feel constantly overwhelmed, resentful, or burned out.

To Be in Relationship With Your Numbers

Using Weekly Financial Insights to Make Smarter Business Decisions

Turning Your Weekly Money Check-In into a Growth Engine

That Keeps Your Books in Shape All Year— and why it’s simpler (and more powerful) than you think.

Bookkeeping can be simple, supportive, and yes—even empowering.

Whether you're aiming to grow, hire help, or eventually sell your business, this roadmap gives you a foundation that supports your long-term goals.

When you run a business on your own, it’s easy to think small—small goals, small moves, small steps forward. But the way you think about your business shapes how it grows.

You started your business for freedom—freedom to choose your clients, control your schedule, and do work that excites you.

Financial planning doesn't have to be complicated or intimidating. With the right tools and techniques, you can simplify your finances and grow your business confidently.

If you’ve been dreaming of hiring help but worry about the cost, you’re not alone. Many solopreneurs hesitate to bring on their first team member because they’re unsure if they can afford it—or if it’s even the right move.

Let’s be honest—numbers can feel overwhelming, especially when you’re deep in the daily hustle of running your business.

Have you ever found yourself juggling spreadsheets, notes, and scattered financial data, feeling unsure about where your business really stands? It’s a common experience for many solopreneurs.

Are you ever afraid to look at your bank balance or feel anxious whenever money comes up? You’re not alone. Many solopreneurs struggle with money overwhelm, avoiding financial check-ins out of fear of what they might find.

Gain the financial clarity to grow your business with ease, reduce stress, and enjoy life beyond work.

Think of cash flow as the lifeblood of your operation. Without a solid handle on it, even the best ideas or largest contracts can leave you scrambling to pay the bills.

Instead of viewing bookkeeping as a dull chore, think of it as a game plan for your finances. By gathering clear information about what’s coming in and what’s going out, you make confident decisions.

Proper bookkeeping systems created by accountants provide insight into HOW your business is doing. An accountant will interpret this information to provide you with data to make informed business decisions. Accounting takes the guesswork out of the question, “So how’s business?”

Business owners tell me, “It’s always the same. Every time I hire a new bookkeeper, all they want to do is organize my files and ask me questions about how I want a bill “coded.” I don’t even know what that means!”

The three sections of the cash flow statement are operating, investing, and financing. There are two methods to use when preparing your cash flow statement: direct and indirect.

There are three major cash flow activities in each business. These consist of Operating, Financing, and Investing.

The mistakes we make with our cash flow, both in business and in our personal lives, have more to do with how we FEEL about money than they do about how we THINK about money.

Having the right CFO for you, yes, I said the right CFO for YOU, can get quiet and calm into all the noise that a small business owner faces every day.

The statement “Are we there yet?” reminded me of so many business owners I’ve known over the years, particularly when on the eve of a large project.

A client called me with their ideas for a new product line along with the statement, “We are going to sell widgets to all the widget providers, and we aren’t going to focus on the direct sale anymore.”

How can you make effective, informed decisions without knowing your numbers?