Solving the Books

Solving the Books Business Advisory and Bookkeeping

A good time to start forecasting for 2027 is late Q3 into early Q4, around August through October.This gives you time to...
09/02/2026

A good time to start forecasting for 2027 is late Q3 into early Q4, around August through October.

This gives you time to look at how 2026 is going, plan your cash flow, and set realistic goals and a budget before the new year.

Need help turning your numbers into a plan for 2027?

Let’s get your numbers organized first.




We’re almost through Q3 and heading into the final months of 2026, so now is the time to focus on your year-end goals an...
09/01/2026

We’re almost through Q3 and heading into the final months of 2026, so now is the time to focus on your year-end goals and prepare for upcoming deadlines.

This month, take time to:

- Review your August numbers
- Get your books up to date
- Review your year-end revenue and profit goals
- Check your cash flow
- Start looking for a bookkeeper and tax accountant now
- Plan for year-end deadlines

What’s one business goal you’re working toward this September?




Tag a fellow business owner who should be following us too!
08/29/2026

Tag a fellow business owner who should be following us too!




Here are some simple ways to better protect your business:- Reconcile your bank and credit card accounts every month.- R...
08/28/2026

Here are some simple ways to better protect your business:

- Reconcile your bank and credit card accounts every month.
- Review your bank statements and financial reports for unfamiliar transactions or unusual changes.
- Never give one person complete control over your finances. Separate duties whenever possible.
- Review vendor and employee payment details before sending money.
- Watch for duplicate payments or duplicate invoices.
- Change your passwords regularly and enable two factor authentication on financial accounts.

Save this post for later and follow for more practical bookkeeping, business, and money tips.




Before you expand, ask yourself:- Can I afford the additional monthly expenses?- Do I have enough cash flow to support g...
08/27/2026

Before you expand, ask yourself:

- Can I afford the additional monthly expenses?

- Do I have enough cash flow to support growth?

- Is customer demand consistent?

- Have I reviewed my pricing and profit margins?

- Have I created a budget for the expansion?

- Do I have enough cash reserves?

- Do I have accurate financial reports to make this decision?

Expanding at the right time can fuel growth.

Expanding too soon can put unnecessary pressure on your business.

Save this post for when you're planning your next stage of growth, and follow for more practical CFO, bookkeeping, and business finance tips.




There's nothing more rewarding than helping business owners feel confident in their finances.We're grateful for every cl...
08/26/2026

There's nothing more rewarding than helping business owners feel confident in their finances.

We're grateful for every client who trusts us with their bookkeeping and takes the time to share their experience.

If you're ready for accurate bookkeeping, organized financials, and year round support, we'd love to help.

Book a call using the link in our profile or comment "books" below to learn more about our bookkeeping services.




Beachside or Poolside?Drop your answer in the comments below!
08/25/2026

Beachside or Poolside?

Drop your answer in the comments below!




Here's a quick comparison:Standard mileage:- Deduct a set IRS rate for each business mile driven.- Simpler recordkeeping...
08/24/2026

Here's a quick comparison:

Standard mileage:

- Deduct a set IRS rate for each business mile driven.
- Simpler recordkeeping.
- Best if you don't have many vehicle expenses.

Actual expenses:

- Deduct the business portion of actual vehicle costs like gas, insurance, repairs, maintenance, registration, and depreciation.
- Requires detailed records and receipts.
- May result in a larger deduction for some businesses.

Have questions about which method may be right for your business? Drop them in the comments below.

Save this post for later and follow for more practical tax, and business finance tips.





If you've been feeling overwhelmed by your business finances, it doesn't mean you're bad with money.It may simply mean y...
08/22/2026

If you've been feeling overwhelmed by your business finances, it doesn't mean you're bad with money.

It may simply mean you haven't had the right financial support.

We help business owners:

- Understand their numbers
- Improve cash flow
- Keep their bookkeeping up to date
- Stay tax ready year round
- Make confident financial decisions

Ready for the support your business deserves?

Book a call using the link in our profile or comment "books" below to learn more about our services.




1. We keep your books organized so you always know where your business stands.2. We help you monitor cash flow so you ca...
08/21/2026

1. We keep your books organized so you always know where your business stands.

2. We help you monitor cash flow so you can plan ahead and avoid surprises.

3. We prepare accurate financial reports so you can make informed business decisions with confidence.

4. We keep you tax ready by maintaining accurate, up to date financial records throughout the year.

5. We prepare lender ready financials when you're applying for a business loan or financing.

6. We save you time and reduce stress so you can focus on growing your business instead of managing your books.

Ready to spend less time on your business finances and more time running your business?

Book a call using the link in our profile, or comment "books" below to learn more about our services.




Address

Oakland Park, FL
33334

Opening Hours

Monday 12:30pm - 6pm
Tuesday 12:30pm - 6pm
Wednesday 12:30pm - 6pm
Thursday 12:30pm - 6pm
Friday 12:30pm - 6pm

Telephone

+19549040886

Website

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