by Monica Roca | Mar 23, 2021 | Accounting, Bookkeeping, Financial Planning, Grow Your Business, Marketing, Money, Productivity
As a business owner, sometimes it can be difficult to keep up with bookkeeping and accounting tasks on your own. However, it is very important for the health of your business to have standard procedures in place to close the books each month. Monthly financial...
by Monica Roca | Feb 23, 2021 | Accounting, Apps, Bookkeeping, Financial Planning, Money, Productivity, Tax Strategy, Technology
As an entrepreneur, it is essential to know how to properly manage both your personal finances and your business finances. At its simplest form, budgeting is the creation of a spending plan to determine in advance your income and outgoing expenses. This allows you to...
by Monica Roca | Jan 26, 2021 | Accounting, Apps, Bookkeeping, Financial Planning, Grow Your Business, Marketing, Productivity, Technology
Did 2020 come to an end and you never got around to taking care of your business’ year-end accounting processes? We get it. December is a busy month and between prepping for the holidays and planning for the new year, closing the books can sometimes become a burden...
by Monica Roca | Dec 22, 2020 | Accounting, Apps, Bookkeeping, Financial Planning, Grow Your Business, Marketing, Productivity, Technology
When people think of accounting they often think of the myriad of time-consuming, mundane tasks involved. While many of these tasks may seem insignificant from an outside perspective, the truth is that in accounting the devil is in the details. These details add up,...
by Monica Roca | Dec 8, 2020 | Accounting, Bookkeeping, CPA, Grow Your Business, Outsourcing, Productivity
If you haven’t read it yet, click here for PART ONE. Next up: Tips for setting a yearly revenue forecast and business budget. As business leaders, we must consider more than just our personal budgets. Business budgeting is another level and style of numbers...
by Monica Roca | Nov 20, 2020 | Accounting, Bookkeeping, CPA, Grow Your Business, Outsourcing, Productivity
If 2020 has taught us anything, it has taught us that we should be prepared for anything. The events that unfolded during this year have also shed light on the places we may have financial vulnerability (and strengths, hopefully). This financial picture flows between...