Bookkeeping Unfiltered

Everyone chases the brand new shiny features, but can't do the basics right. Before business owners look into tax strategies, good, accurate, bookkeeping should be their first priority. This alone will save them more than most tax strategies would, because it all starts with bookkeeping. Want me to manage your QuickBooks so we can focus on the tax strategies? Schedule a call with me today! Be...

In this episode, I explain the systems I put into place to make my clients life super simple. Systems are something everyone talks about, along with AI, I'm focused on putting systems in place that'll require less time spent handing over documents to me and more time focused on growing your business. Some of the systems I go over: Bank Statement View only access Bookkeeping Set-up Monthly Financia...

In this episode, I bring on a bookkeeping client and friend of mine in Mac's Disposal and Junk Removal. They share their journey from how they started their small junk removal company from a hobby business into a full-time trash company helping the people in the Susquehanna County area. We also go over their bookkeeping journey and how I've helped them since we first met in January 2024, I get the...

Receipt documentation is not talked about enough, and when it is it's biased. In this episode, I give my two cents on how I have my clients document receipts and what the IRS regulations require for record keeping.

The legal entity debate is one that's gone on for far to long. In this episode I breakdown the benefits of sole proprietorships, single-member LLCs and more. Need help with Bookkeeping for your Business? ⁠View my services⁠ Monthly QuickBooks Bookkeeping and support, schedule a ⁠Free Consult Meeting⁠ with me now!

Quarterly reviews are so important not just from a financial perspective but also from an overall perspective for the business. Workflows, time management, the goals for the business it's all up to you and managed by you as the business owner and reviewing this every quarter gives you plenty of time to adjust your business to help you take your business to the next level in the following quart...

Following a monthly bookkeeping routine is the best way to save on your tax bill at the end of the year. In this episode, I breakdown what you should be doing each month and I promise it's a lot less complicated then it may seem. Tax saving strategies for business owners all start with great bookkeeping and this episode will give you the step-by-step todo exactly that. Have questions, feel fre...

Trump's New Big Beautiful Bill is saving US taxpayers more than they ever have before, in this episode I go over some of the more notable changes being made and continuances from the previous Tax Cuts and Job Act from 2017. While I don't prefer any political party, I will note that I strongly believe this new bill is going to help a lot of US taxpayers. Some of the new features to keep your eye ou...

In this episode, I break down the difference between the standard mileage deduction and the actual method. For the 2026 tax year, the standard mileage rate is .70 cents per mile driven. For Actual, you can take all of your vehicle expenses associated with your business vehicle. This includes things like gas, repairs, insurance, and more. Tracking your mileage is going to be vital to all of this. B...

If I were to start a brand new business, there are a lot of things that I would do differently. In this episode, I go through the exact process I would take if I were starting a new business and wanted to keep my budget below $50. It's a big misconception that starting a business is hard, but with the right system in place, anyone can really start their own business completely free. Some of the li...

Financial statements is something you need to review every year, but also every month. This goes above more then just checking your business bank account once and moving on with your life. In this episode, I breakdown the 5 financial statements you need to understand and be reading on a monthly-basis to get a better understanding of your business. Those statements are the: Profit & Loss By Mon...

QuickBooks Online is the go-to for many small businesses—but is it always the best choice? In this episode, I break down when QBO is worth it… and when sticking with Excel might actually be the smarter move. Whether you're just starting out or reassessing your tools, this one's for you. Be sure to follow me on  YouTube  to get the best QBO tips! Need help with Bookkeeping for your Business?  View...

Bookkeeping doesn’t have to be manual (or miserable). In this episode, I walk through three powerful automations every business owner should set up in QuickBooks Online: Bank rules (no more manual entry) Automated email reports Receipt capture (a simple process to capture every receipt) Whether you’re DIY-ing or want less back-and-forth with your bookkeeper, these automations are guaranteed to sav...

Choosing between cash and accrual isn't just a technicality — it can affect your taxes, your cash flow, and your sanity. In this episode, I break down both methods in plain language, explain how they impact your business, and help you figure out which one actually makes sense for you. Be sure to follow me on YouTube to get the best QBO tips! Need help with Bookkeeping for your Business? View m...

In this episode, we dig into why avoiding your books leads to messy records, missed transactions, constant backtracking, and real financial consequences like lost deductions and IRS penalties. You’ll learn: The true cost of DIY bookkeeping gone wrong Why “winging it” with your numbers creates long-term chaos Signs it’s time to stop avoiding your books (like dreading tax season every year) The powe...

There's 5 big bookkeeping mistakes I see business owners make way to often. Are they common mistakes? Yes. Do people still make them? Yes. These mistakes end up costing owners money and tax/compliance issues later down the road - and they're completely avoidable. In this episode, I break down each one: The missing receipts that could cost you deductions The accounts you’re probably not rec...

In this episode, we walk through the most common bookkeeping mistakes small business owners make: mixing personal and business expenses skipping reconciliations or waiting until tax time to face the numbers (we see you). You’ll learn simple, practical fixes like: how often to do your bookkeeping why QBO might be your new best friend how to finally make sense of those financial reports. Bookkeeping...

Bookkeeping Unfiltered was created for business owners who are ready to hear a real perspective of small business bookkeeping. Without all the bias and original views on handling bookkeeping for your small business. Bookkeeping isn't a task to overlook but it also isn't everyone's favorite task, I understand that. My goal is to help you better understand bookkeeping, it's importanc...