As tempting as it is to multi-task, research shows that splitting our attention means we do everything less effectively.

When you’re running a business, it’s easy to fall into the trap of wearing all the hats. You’re the marketing director, customer service rep, operations manager—and yes, sometimes the bookkeeper, too.

Imagine this: you magically gain an extra 60 hours a year. That’s a week and a half of working time—back in your pocket.

Well, it’s not magic. That’s the average amount of time health practitioners and small business owners save each year by hiring a professional bookkeeper.

A good Bookkeeper doesn’t just keep your books clean—they’re also one of your strongest Accountability Partners.

As a chiropractor and health services provider, it’s easy to associate a busy clinic or rising monthly revenue with success. But there’s a crucial distinction many practice owners overlook: revenue is not profit.

Revenue is the total amount your clinic brings in before anything goes out—before payroll, rent, supplies, taxes, insurance, or student loans. It’s exciting to see that number climb, but it doesn’t tell you how much you're actually keeping.

Your real profit—your take-home income—is what’s left after all business expenses are paid. 

Your business is only as healthy as you are. If you’re burned out from trying to do everything yourself, it might be time to let something go.

What’s the difference between categorizing transactions and reconciling your QuickBooks Online account?

Health service providers and business owners often think it’s the same thing, but they’re not—and it’s important to know the difference and to DO both.

Credit Card Payments Should Never Be Captured as an Expense in QuickBooks Online, or any other accounting software.

It might feel like an expense when you pay your credit card… but it’s not.

QuickBooks Online is powerful—but only when it's tailored to your practice. One of the common mistakes practitioners make is sticking with the default Chart of Accounts. It’s quick to set up, but it’s not tailored for how your practice actually operates.

Here are some tips and questions to ask yourself.

Ever made a purchase from Amazon or Costco that included office supplies, materials for a client project, and snacks for a marketing event? It’s important to separate these out into different types of expenses so your books remain accurate. 

Here’s how to split a transaction in QuickBooks Online.

If you’re a business owner using QuickBooks Online, chances are you’ve looked at your balance sheet and thought, “Am I doing this right?”

Good news: You don’t need to be a bookkeeper to spot some common signs that it’s time to bring in a professional. Your balance sheet is a snapshot of your business’s financial health—and it can quietly reveal if something isn’t quite right.

Many business owners think of bookkeeping as just another expense—something they’ll get to “when they have time” or “once they grow a bit more.” But here’s the truth: A good bookkeeper doesn’t cost you money. They save—and even make—you money.

There’s a reason wealthy entrepreneurs and business leaders talk about the importance of bookkeeping—it’s not just about taxes. It’s about control, clarity, and growth.

And yet, many service-based business owners are running on guesswork when it comes to their numbers.

Bookkeeping is more than a back-office task—it’s a strategic function that supports the health, transparency, and sustainability of your nonprofit. Investing in a professional bookkeeper isn’t just smart; it’s a step toward greater impact.

Recently, I came across a concept that completely shifted my perspective: your Freedom Figure. It’s the dollar value of your time. To calculate it, take your annual income and divide it by 2,080—the number of work hours in a year based on a 40-hour work week. For example, if your business earns $150,000 per year, your Freedom Figure is about $72/hour.

That means any task you can outsource for less than $72/hour is costing you money if you choose to do it yourself. And that includes bookkeeping.

Running a small or medium business is exciting, challenging, and, at times, overwhelming—especially when tax season rolls around. Beyond managing your monthly financial accounts, a professional bookkeeper can be your strategic partner in reducing tax stress and maximizing what stays in your pocket.

In an economic recession, service-based small to medium-sized businesses (SMBs) often find themselves on unstable ground. One of the most overlooked but essential assets during these times? A skilled bookkeeper.

When you're just getting started as a small business owner, spreadsheets are often the go-to solution for tracking income, expenses, and everything in between. They're simple, accessible, and—best of all—free. But as your business grows, so do financial complexities. Here are the top eight signs it's time to ditch those spreadsheets and bring in a professional bookkeeper.

This one is for my fellow bookkeepers to help you remember how double-entry bookkeeping moves money into, out of, and around accounts. Also includes a sample chart of accounts and how each category falls under each account.