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Notes from the books.

Plain-English answers to the questions small-business owners actually ask me.

A person holding their head in their hands over a desk covered in tax documents and a laptop
CPA handoff · July 9, 2026

How clean books make tax time easier for your CPA

Your CPA files the return. What happens in the eleven months before that is what decides how painful, or how cheap, that filing turns out to be.

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Cash, a phone calculator, and a handwritten note tracking taxes and a loan payment
Cash flow · July 9, 2026

Why your profit and your bank balance don’t match

Your P&L says you made money this month. Your bank account disagrees. Here's why both can be true.

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Glasses reflecting lines of code on a laptop screen, representing an IT freelancer at work
Uncategorized · May 20, 2026

5 Bookkeeping Mistakes IT Freelancers Make (And How to Fix Them)

Running your IT freelance business means wearing a lot of hats. Bookkeeper should not be one of them, especially if you are making these five common mistakes.

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