Mid-Year Financial Check-In: 5 Things Every Small Business Should Do Now

Mid-Year Financial Check-In: 5 Things Every Small Business Should Do Now

Cameron Steele
Published on: 09/07/2025

A smart mid-year financial checkup can save small business owners time, money, and stress. Learn 5 tactical steps to take now to stay ahead of your numbers in Q4.

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The “Big Beautiful Bill” Has Passed—What Small Businesses Should Do Next

The “Big Beautiful Bill” Has Passed—What Small Businesses Should Do Next

Cameron Steele
Published on: 07/07/2025

The Senate’s new tax bill is now law. Don’t panic—small business owners should use this moment to clean up their financials, consult their tax professional, and update their financial systems to stay ahead. Here’s what you need to know and what to do next.

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You Can’t Bill for Bookkeeping Like You Can for Advisory—So Why Do It?

You Can’t Bill for Bookkeeping Like You Can for Advisory—So Why Do It?

Cameron Steele
Published on: 03/07/2025

Bookkeeping drains CPA firm profits. Discover how offloading it boosts margins, reduces burnout, and frees your team for high-value advisory work.

CPA
Why Every CPA Firm Needs a Partner All Year (Not Just During Tax Season)

Why Every CPA Firm Needs a Partner All Year (Not Just During Tax Season)

Cameron Steele
Published on: 02/07/2025

Why CPA firms need year-round bookkeeping support—not just during tax season—to reduce burnout, boost margins, and scale smarter

CPA