Author Archives: Amanda Esquivel

Budgeting During A Crisis

During these challenging times, why even try to tackle a budget? It may sound strange but having a budget contributes to your peace of mind. With so many unknowns, creating a budget can help you feel more grounded and aware of what your financial situation actually is. Essentially when you create a budget you are […]

Saving Cash During a Crisis

Cash is tight for many small businesses right now as non-essential activities are being restricted. Of course, health and safety are paramount during these difficult times. But, no doubt, the health of your business is also on your mind. Finding ways to save cash can help you to weather this storm. But what are some […]

New Year – New You: Setting Goals in 2020

It is hard to believe that we have just embarked on a brand new decade. I don’t know about you but I cannot say or think about the year 2020 without thinking about vision. Seeing clearly is, of course, very important to our day to day life. It is also essential that you have a […]

Should I Hire a Professional for my 1099s?

Each year we prepare hundreds of 1099s for our clients. As we’ve discussed in previous blog posts, the IRS requires businesses to file 1099s each year for specific vendors and payments.  Many of our clients have filed 1099s for themselves at one point or another.  Often they are very surprised when we go to prepare […]

Bookkeeping is like Storytelling

Imagine that the story of your life is being written right now. What you do every day and how it affects other aspects of your life is being chronicled at this very moment. Your history is being recorded for the benefit of future generations. The only problem is it’s being written in a language that […]

Trello: A Love Story

Recently one of our team members wrote a fantastic blog about bullet journaling. It was inspiring! I’ve been on a bit of an organization kick lately, so it really resonated with me. How wonderful to have all your life organized in one easy to access place! The thing is I’m really not that into paper anymore. […]