Day to Day Balance Bookkeeping Services

Day to Day Balance Bookkeeping Services Helping small business owners better balance their business, day to day!

I take the always time-consuming, often overwhelming, and frequently neglected burden of bookkeeping off of your business to-do list so you can focus your energy on growing your business and creating more personal-professional balance in your busy life.

The first quarter is wrapping up! Here’s a quick checklist to keep your finances on track.Have a question or need help r...
03/28/2025

The first quarter is wrapping up!

Here’s a quick checklist to keep your finances on track.

Have a question or need help reviewing your finances?

Contact me today!

Most of our clients come to us wishing they had hired us yesterday. In business, things move fast, and it’s easy to over...
03/27/2025

Most of our clients come to us wishing they had hired us yesterday.

In business, things move fast, and it’s easy to overlook that bookkeeping is an ongoing task that often gets left behind.

Even if you’re not ready to hire a bookkeeper now, make sure you have someone you trust lined up for when the time comes because it will come as your business grows.

Stay prepared and make sure your finances don’t fall behind. Need a reliable bookkeeper? Let’s chat!


As the first quarter wraps up, now is the perfect time to check in on your business and finances. Here are a few questio...
03/26/2025

As the first quarter wraps up, now is the perfect time to check in on your business and finances.

Here are a few questions to guide your Q1 review:

Did you hit your revenue and profit goals?

Is your cash flow steady or feeling tight?

Is your bookkeeping up to date?

What worked well, and what needs improvement?

Taking a moment to reflect helps you make smarter decisions for the months ahead.

Maximizing your contributions not only helps you build long-term wealth but also reduces your taxable income. If you’re ...
03/25/2025

Maximizing your contributions not only helps you build long-term wealth but also reduces your taxable income.

If you’re not already taking full advantage of your 401(k), now is the time to plan ahead.

Are you increasing your contributions this year?

Have questions? Contact me today!

Many business owners assume that every business purchase qualifies as a tax deduction, but that is not always the case. ...
03/24/2025

Many business owners assume that every business purchase qualifies as a tax deduction, but that is not always the case.

The IRS has strict rules on what can and cannot be deducted!

To be deductible, an expense must be both ordinary and necessary. An ordinary expense is one that is common in your industry, while a necessary expense is essential for business operations.

If an expense is used for both business and personal purposes, such as a car or phone, only the business portion is deductible. It is important to keep clear records to separate personal and business use.

Meals and entertainment expenses also have limitations. If you take clients to dinner, only fifty percent of the meal may be deductible. Entertainment expenses, such as event tickets, are usually not deductible.

Certain clothing and gifts have restrictions as well. A branded t-shirt may qualify, but a full wardrobe does not. Client gifts over twenty-five dollars are only partially deductible.

Keeping proper records and working with a tax expert can help ensure that you maximize deductions while staying compliant with tax regulations.

If you are unsure about what qualifies as a deduction, let’s chat!

Tax season is prime time for scammers pretending to be the IRS to trick business owners.Remember legitimate IRS letters ...
03/21/2025

Tax season is prime time for scammers pretending to be the IRS to trick business owners.

Remember legitimate IRS letters will come by mail.

If you suspect a scam, report it to the IRS at irs.gov or the Treasury Inspector General for Tax Administration.

If you're unsure about a tax request, verify directly with the IRS at irs.gov.

New season, new mindset!
03/20/2025

New season, new mindset!


If you’re a business owner, chances are bookkeeping isn’t your favorite task.And honestly, it shouldn’t be because your ...
03/19/2025

If you’re a business owner, chances are bookkeeping isn’t your favorite task.

And honestly, it shouldn’t be because your time is better spent growing your business, not stressing over numbers.

That’s where a bookkeeper comes in. I can take on as little or as much as you need, whether it’s tracking expenses, reconciling accounts, handling payroll, or getting your books tax-ready.

Just let me know what you need help with, and we’ve got the solutions to keep your finances organized and stress-free!

Let’s chat about how I can support your business!

Knowledge is power! Every successful business owner knows that learning never stops. Whether you're looking to improve y...
03/18/2025

Knowledge is power! Every successful business owner knows that learning never stops.

Whether you're looking to improve your finances, leadership, or marketing, these book topics can help you grow in any stage of business!


If you’ve covered business expenses with personal funds, it’s important to reimburse yourself properly to keep your book...
03/17/2025

If you’ve covered business expenses with personal funds, it’s important to reimburse yourself properly to keep your books accurate.

Here’s how to do it the right way:

First, track every expense by saving receipts and noting what each purchase was for. Keeping detailed records ensures your books stay clean and tax-ready.

Next, record the expense in your accounting software under "Owner Reimbursement" or "Owner’s Contribution" so it’s properly categorized.

Then, pay yourself back using a business check, bank transfer, or payroll (if you’re on salary). Always reference the original expense to maintain clear records.

Finally, keep all documentation in case of an audit. Organized records protect your business and make tax season much smoother.

This process may vary depending on your accounting software, so if you need personalized help, send me a DM or email!

Need help managing your records? I can make the process seamless!

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East Grand Forks, MN
56721

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