Reverie Bookkeeping

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Reverie Bookkeeping Need reliable bookkeeping at a price you can afford? Book a free discovery call: https://calendly.com/katie-reveriebookkeeping/discovery_call

10/16/2026

Bookkeepers are about to be BOOKED.

Seriously, once December and January hit, availability fills up fast.

If you need a bookkeeper or tax accountant, the time to start looking is now!

That's where I come in🙋‍♀️

Book a call using the link in my profile or comment “books” below to learn more about how I can help you.

Don’t pull your 2027 goals out of thin air!Start with your actual 2026 numbers.Here’s what to look at:- Revenue: What di...
10/15/2026

Don’t pull your 2027 goals out of thin air!

Start with your actual 2026 numbers.

Here’s what to look at:

- Revenue: What did you actually bring in this year?

- Profit: How much did you keep after expenses?

- Expenses: Where did you overspend or where could you cut back?

- Cash flow: Which months were tight and which were strong?

- Best sellers: Which services or products made you the most money?

- Budget vs. actual: Where did you miss or exceed your targets?

Then use those numbers to set realistic revenue goals, build your budget, plan expenses, and forecast your cash flow for 2027.

Your 2026 numbers should help you decide what to do differently in 2027.

But you need accurate, up-to-date books to plan with accurate numbers, and that’s where we can help.

✨To learn more about our services, book a call using the link in our profile or comment “books” below.

The year isn’t over yet, and there’s still time to get your business finances in better shape.Here are some important th...
10/12/2026

The year isn’t over yet, and there’s still time to get your business finances in better shape.

Here are some important things to review before year-end:
-Revenue and profit goals
-cash flow
-unpaid invoices
-bookkeeping
-tax deadlines
-year-end purchases and expenses
-1099 season
-budget
-2027 forecast

Follow our page for more bookkeeping, financial, and smart business tips to help you grow your business.

And save this post for later!

10/09/2026

Q4 can get expensive fast, especially with year-end and holiday costs coming up.

Forecasting now can help you avoid cash flow surprises later.

Here are four numbers every business owner should be looking ahead at this quarter.

-Expected cash coming in: Estimate how much cash you expect to collect during Q4.

-Payroll: Plan for wages, bonuses, payroll taxes, and other payroll costs.

-Tax payments: Know what payments are coming up and when they’re due.

-Large upcoming expenses: Equipment, inventory, marketing, holiday costs, or other major expenses.

Found this helpful? Follow our page for more bookkeeping, financial, and smart business tips to help you grow your business.

The holiday season can be an expensive time for business owners.Between payroll, bonuses, inventory, marketing, gifts, a...
10/06/2026

The holiday season can be an expensive time for business owners.

Between payroll, bonuses, inventory, marketing, gifts, and year-end expenses, more money may be leaving your business than usual.

Check out our new blog to know a few ways to manage your cash flow during the holiday season!

✨To read our blog, visit our website, use the link in our profile, or comment below.

Running your business takes enough of your time. Your bookkeeping doesn’t have to take up the rest of it.We help you:- K...
10/05/2026

Running your business takes enough of your time. Your bookkeeping doesn’t have to take up the rest of it.

We help you:

- Keep your books accurate and up to date
- Stay on top of your income and expenses
- Reconcile your accounts
- Keep your financial records organized
- Understand how your business is performing
- Stay prepared for year-end and tax season

Spend less time worrying about your books and more time running and growing your business.

Ready to take bookkeeping off your plate?

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

10/02/2026

Some business tasks are scarier than they need to be…

If these tasks make you want to hide under your desk, it might be time to delegate them.

- Preparing for 1099s
Tracking independent contractors, gathering the right information, and making sure your records are ready for 1099 filing can become a stressful year-end task if you wait until the last minute.

- Payroll & year-end payroll tasks
Year-end payroll comes with plenty of details to review, including payroll records, employee information, W-2 preparation, and making sure everything is accurate before the year closes.

- Preparing year-end financial reports
Profit & loss statements, balance sheets, cash flow reports, and other financial statements are important for understanding your business's financial health and preparing for tax season.

- Tax planning & preparation
Tax season shouldn't be a surprise. Reviewing your business finances, identifying potential deductions, organizing financial information, and planning ahead can help you approach tax time with confidence.

- Preparing your books for your tax professional
Your tax professional can only work with the information you provide. Clean, accurate, reconciled books and organized financial records can make tax preparation much smoother—and save you from a last-minute bookkeeping nightmare. 👻

The scariest part? Trying to do everything yourself!

Looking for some help with these tasks? That's what I'm here for! I would love to help you do all the scary tasks that take up too much of your time.

Not sure your setup is right? A bookkeeping system only works well when it’s set up correctly from the start.Here is whe...
09/30/2026

Not sure your setup is right?

A bookkeeping system only works well when it’s set up correctly from the start.

Here is where I would start:
-Choose your bookkeeping software
-Add your business information
-Set up your chart of accounts
-Start recording your transactions
-Set up a monthly bookkeeping routine

We can help review your setup before small mistakes turn into a bigger bookkeeping cleanup!

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

Falling behind or not sure where to start?We can help clean up your bookkeeping and get your books accurate and up to da...
09/28/2026

Falling behind or not sure where to start?

We can help clean up your bookkeeping and get your books accurate and up to date.

Book a call using the link in our profile or comment “books” below to learn more about our cleanup services!

09/25/2026

Just to clear the air😉

-I remind you to check your numbers
-I talk about making your business more profitable
-I help make financial terms easier to understand
-I will absolutely remind you to save for taxes
-I talk numbers...a lot

We’re here to make business, bookkeeping, money, and tax topics easier to understand and actually use.

✨Follow our page for more smart business and money tips for entrepreneurs, solopreneurs, and business owners!

Know a business owner who could use these tips too? Share our page with them!

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Summerville, SC

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