Mid-Year Financial Reset Checklist for Business Owners

Mid-Year Financial Reset Checklist for Business Owners

Mid-Year Financial Reset Checklist for Business OwnersAbbey Garcia, CMA, CEPA
Published on: 08/13/2026

We are halfway through the year, making this the perfect time for a financial reset.

Business
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Cash Flow Is Becoming a Bigger Focus Than Ever in 2026

Cash Flow Is Becoming a Bigger Focus Than Ever in 2026

Cash Flow Is Becoming a Bigger Focus Than Ever in 2026Abbey Garcia, CMA, CEPA
Published on: 07/15/2026

With rising costs, economic uncertainty, and changing customer spending habits, cash flow is becoming a bigger focus than ever in 2026.

Bookkeeping
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A Simple Guide to Tax Planning for Solopreneurs and Small Businesses (after Tax Season is over)

A Simple Guide to Tax Planning for Solopreneurs and Small Businesses (after Tax Season is over)

A Simple Guide to Tax Planning for Solopreneurs and Small Businesses (after Tax Season is over)Abbey Garcia, CMA, CEPA
Published on: 05/27/2026

One thing we hear often from business owners is that taxes feel stressful and unpredictable

Business
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What Percentages of Revenue Should You Allocate to Expenses, Taxes, and Profit

What Percentages of Revenue Should You Allocate to Expenses, Taxes, and Profit

What Percentages of Revenue Should You Allocate to Expenses, Taxes, and ProfitAbbey Garcia, CMA, CEPA
Published on: 05/13/2026

One of the biggest challenges we see with business owners is not knowing where their money should be

Bookkeeping
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