Peterson Bookkeeping & Advisory

10/22/2026

Tech Spotlight: Ramp just added Accounts Receivable 💳

You may know Ramp for cards and expense tracking. Now it also helps with the money coming in: turning contracts into ready-to-review invoices, drafting follow-ups on unpaid invoices, and matching payments to the right invoice. It works with QuickBooks Online.

Less time chasing payments, more time running your business.

Curious if it's a fit? https://petersonbka.com

Accurate, tailored bookkeeping and fractional CFO advisory for small businesses across Greater Phoenix and nationwide. We handle the numbers so you can focus on your business.

10/20/2026

How healthy are your QuickBooks books? 🩺

Our free QuickBooks checkup gives you a score and the main areas that need attention in about 90 seconds. It only reads your books (never changes anything), and it's a one-time look, not ongoing access.

Try it here: https://bookshealth.petersonbka.com/

See how your books look in about 90 seconds. Free. Your results go to Peterson Bookkeeping & Advisory, and to you.

10/15/2026

📅 Today's the deadline: extended individual tax returns are due today, October 15.

If you haven't filed yet, get it submitted today to avoid additional penalties.

Need help finishing up? We're here. https://petersonbka.com

Accurate, tailored bookkeeping and fractional CFO advisory for small businesses across Greater Phoenix and nationwide. We handle the numbers so you can focus on your business.

10/13/2026

3 signs your bookkeeping needs a second look: 👀

You're not sure what your actual profit margin is. You've found the same transaction categorized two different ways. You dread opening your financial reports instead of using them.

Any of those sound familiar? Might be time for a cleanup.

https://petersonbka.com

Accurate, tailored bookkeeping and fractional CFO advisory for small businesses across Greater Phoenix and nationwide. We handle the numbers so you can focus on your business.

10/08/2026

Tax planning isn't a once-a-year thing — or at least it shouldn't be. 📊

Waiting until tax season means your only options are "pay it" or "extend it." Planning throughout the year means you actually get to make decisions that affect your bill before it's final.

Want to talk about what that could look like for your business? https://petersonbka.com

Accurate, tailored bookkeeping and fractional CFO advisory for small businesses across Greater Phoenix and nationwide. We handle the numbers so you can focus on your business.

10/06/2026

Not sure how your books look?

Get a free QuickBooks checkup in about 90 seconds. See your score and what needs attention, with no cost and no obligation.

Get my free checkup: https://bookshealth.petersonbka.com/

One-time look. Your QuickBooks connection ends when the checkup is done.

10/06/2026

Quick question: if revenue dropped 30% next month, could your business still cover payroll and rent? 😬

That's exactly what a cash reserve is for. Even setting aside 2-5% of revenue each month in a separate account builds a real cushion faster than you'd think.

Build it before you need it, not during the scramble.

https://petersonbka.com

Accurate, tailored bookkeeping and fractional CFO advisory for small businesses across Greater Phoenix and nationwide. We handle the numbers so you can focus on your business.

10/01/2026

Cash or accrual — does it actually matter for your business? 🤔

Cash basis records money when it actually moves — you get paid, you record income; you pay a bill, you record the expense. Simple, but it can make a slow month look worse (or a good month look better) than your business really is.

Accrual basis records income and expenses when they're earned or incurred, regardless of when cash moves. It's a more accurate picture of profitability, especially if you invoice clients or carry inventory.

Most small businesses start on cash basis because it's simpler — but if you're making decisions off your P&L, it's worth knowing which one you're looking at.

Not sure which one fits your business? Let's talk. https://petersonbka.com

Accurate, tailored bookkeeping and fractional CFO advisory for small businesses across Greater Phoenix and nationwide. We handle the numbers so you can focus on your business.

09/29/2026

Tech Spotlight: Ramp 💳

We recommend Ramp to a lot of our clients who want cleaner expense tracking without the reimbursement headaches. No personal guarantee needed for the card, and every transaction syncs straight into QuickBooks or Xero.

Less time chasing receipts, more time running your business.

Curious if it's a fit for you? https://petersonbka.com

Accurate, tailored bookkeeping and fractional CFO advisory for small businesses across Greater Phoenix and nationwide. We handle the numbers so you can focus on your business.

09/24/2026

What surprised you most about running the financial side of your business in year one? 🤔

Was it how much you'd spend on things you didn't expect? How confusing taxes were? How much time bookkeeping actually takes?

Tell us below — we love hearing what nobody warns new business owners about. 😄