Understanding your relationship with money is crucial, especially for small business owners and entrepreneurs. Our unique mindset, habits, and attitudes toward finances can impact both personal and business decisions. In this blog, we’ll dive into eight distinct money personality archetypes to help you uncover your strengths, challenges, and how they might show up in your […]

If you’ve ever tried to change your money habits but found yourself slipping back into old behaviors, you’re not alone. As Jamie Trull, CPA and profit strategist, explains, the process of altering financial behaviors isn’t just about willpower or the right tools—it’s about a combination of mindset, motivation, and methods. In this post, we explore […]

Traveling for free sounds like a dream, but it’s possible if you know the best business credit card travel options! The key is using business credit cards strategically. Jamie Trull recently sat down with Joy and Mayra from Savvy Travel Mamas to discuss exactly how small businesses and entrepreneurs can leverage their business expenses for […]

When you’re a business owner or entrepreneur, traveling is often part of the job, BUT: What travel expenses are tax deductible for self employed businesses? And did you know that you could turn those business trips into tax-deductible adventures? Understanding how to write off your business travel expenses is a valuable strategy that can help […]

This post is sponsored by RUN Powered by ADP® Platform. All opinions expressed are my own. You might think that having to manage business finances feels overwhelming. But what if I told you that you only need one hour a week to keep your books in order, track your cash flow, and ensure your business […]

What are the best accounting systems for small businesses? As a business owner, do you know what you need to have in place for your finances to work as a smooth operating machine in the new year? As we head into 2025, every business owner needs a simple, strategic financial plan. If you’re ready to […]

The start of a new year is the perfect time to realign, strategize, and set small business goals for new year and new success! Whether you’re wrapping up 2024 or preparing for what’s ahead, January provides a unique opportunity to reflect on your New Year’s resolutions for your business and make a plan for impactful […]

We’ve got the ultimate cash flow forecast template for you … because we know managing personal and business finances can feel like juggling multiple priorities. Some months, the cash flows easily, and you feel in control. while other months are tight, making it difficult to make ends meet. If you’ve ever felt overwhelmed, know that […]

BOI NEWS: REGISTRATION REQUIREMENT UPDATE AS OF February 9, 2025 Currently BOI reporting is voluntary for the most up to date information visit: www.fincen.gov/boi 😳 URGENT BOI NEWS: REGISTRATION REQUIREMENT UPDATE AS OF 12/24 More BOI News! The courts clearly weren’t in the Xmas spirit- the appeals court OVERTURNED the recent injunction the Texas court […]

Cash flow forecasting is crucial for business owners who want to avoid financial surprises and engage in effective cash flow planning. Even profitable businesses can experience cash shortfalls, making it difficult to cover expenses and pay yourself on time. The cash flow forecasting process is essential for managing liquidity and making informed decisions. In this […]