Roberts Associates, LLC

05/25/2026

It’s not just technical skills I need to cultivate as a business owner of a bookkeeping business.

I have to sharpen hard and soft skills so I can help my clients in the best way possible.

Looking for financial services and leadership that grows with you?

I'd love to learn more about your business and how I can help!

05/25/2026

Happy Memorial Day!

Today, we pause to remember and honor those who have served and sacrificed.

It is a moment to reflect on the courage, dedication, and lives given for our freedom.

Grateful today and always!

05/24/2026

Have payroll set up for your business? Which one are you using?

Have questions about starting payroll? Drop them below.

05/24/2026

Getting a large tax refund might feel like a win, but it usually means you overpaid your taxes.

That is money you could have used in your business throughout the year.

- Less cash available for expenses or growth

- Tighter cash flow than necessary

- Missed opportunities to use your money sooner

The goal is to get as close as possible to what you actually owe, not overpay.

If you are getting large refunds, it may be time to adjust your tax planning so your money works for you all year.

Send us a message or drop a comment below if you would like help making sure you are not overpaying on your taxes.

05/23/2026

Which one best describes you?

Comment below with A, B, or C.

05/22/2026

Take a moment to step away, recharge, and reset. You have earned it!

What are your weekend plans this holiday weekend?

05/21/2026

Comment below if you have questions about one specifically.

Let us know which one you are using.

05/20/2026

The easiest way to manage this is by using class or location tracking inside your accounting software.

This allows you to track income and expenses for each location separately, without needing multiple accounts or messy workarounds.

You can clearly see which locations are performing well and where you may need to adjust.

Send us a message or comment below if you want help setting this up correctly.

05/19/2026

There’s no question: taxes for small businesses are overwhelming and complicated.

But we’re all about making complex business tax simple with these 5 Must Have Tax Saving Strategies for Small Businesses.

To help you get started, click on the link below to download your free guide!

https://your-data-cfo.kit.com/9c8cc15fc7

05/19/2026

Budgeting does not have to be complicated.

Here are 3 simple ways to manage it better.

1. Use bookkeeping software with budget tracking.

Tools like QuickBooks Online or Xero allow you to create and monitor budgets alongside your actual numbers, so you can stay on track throughout the month.

2. Connect your bank accounts.

Sync your business bank and credit card accounts to automatically import transactions and keep everything up to date without extra manual work.

3. Set your budget limits inside your budget tracker.

Use the budgeting feature in your software to set monthly budgets by account, then run Budget vs Actual reports to compare your actual spending and catch any overages early.

Check in regularly to make sure you are staying within those limits and adjust as needed.

Have questions about budgeting for your business? Drop them below.

05/18/2026