jrobertsonbookkeep

Another tax year has come and gone, but don't close the books quite yet. What you decide to do after you file your taxes can have a deciding impact on the financial health of your business for 2026 (or any year, for that matter). I like checklists, so here is a simple post-tax season checklist to stay organized, reduce stress, and set yourself up for smarter financial decisions moving forward. 1) REVIEW YOUR TAX RETURN Look at your total tax liability Identify any surprises (Did you owe more...

If you own a trades-based business such as construction, electrical, plumbing, HVAC, or landscaping, bookkeeping probably was not the reason you started your company. Most trades business owners are focused on the work itself. Bookkeeping usually becomes a priority only after income starts growing, expenses pile up, or tax time becomes stressful. The reality is that bookkeeping for trades businesses is different from bookkeeping for many other small businesses. Without the right setup, it is...

If the IRS decided to knock on your door, would you be able to prove your books are audit proof? Would you even know where to begin? How soon before the panic starts to sink in? The truth is most smart business owners leave their books to a professional, but if the IRS is knocking on doors, they aren't knocking on the door to your bookkeeper- and if you do the books yourself, you could be in some VERY serious trouble. If the IRS asked you to prove your business was clean and audit proof, how...