Managing Your Finances Doesn't Have to Be So Scary

It’s so tempting to bury your head in the sand and ignore your finances. Especially if you aren’t financially savvy or you feel like you don’t know what you’re doing when it comes to creating and managing a budget. I’m here to tell you that it does not have to be scary. As a matter […]

How to Prepare Your Paperwork for Evacuation Due to Fire or Hurricane

Hurricanes, flooding, fires! When local officials tell you it is time to evacuate, you should respond immediately. But what do you take with you and how can you be sure that you have everything you need? Here, we will discuss ways to make sure you have all of your important documentation safely and securely with […]

Why Every Business Owner Should Have a LifeBook

As a business grows, there must be changes and updates made in how the company information is kept and accessed. The same can be said for when a business partnership is dissolved due to resignation, illness, or even death. When records need to be accurately kept, it can be difficult to make sure those updates […]

Keeping Senior Independence with a Daily Money Manager

Sadly enough, we’ve all heard a story about someone’s elderly parent who was the victim of a financial scam. Whether they were taken for thousands of dollars that they’ll never get back or their credit card was fraudulently charged, the situation is very unfortunate. Because of the frequency of these misfortunes, it can be difficult […]

Can My Small Business Benefit from a Professional Bookkeeper?

  In any business, it’s important for you to monitor your cash-flow so that you can avoid any misuse of funds. Some business owners decide to manage their own books, while others prefer to hire a professional bookkeeper to do it for them. Although there’s nothing wrong with doing the business accounting all by yourself, […]

Quickbooks vs Quicken: What's the Difference?

It’s easy to confuse Quickbooks and Quicken if you are unfamiliar with them. It also doesn’t help that their names are almost identical – one can easily assume that since they both start with ‘Quick…’, the two terms talk about the same thing. Without more fuss, let’s talk more about the differences between these two […]

Organization: It Boils Down to Good Habits

If you are discovering that organizational goals look good on paper but are much more difficult to execute, then you are not alone. You must be focused and work with intent as getting organized isn’t easy. As they say, it takes 21 days to create a habit, and I’m going to provide my top suggestions […]

What Are the Best Ways to Pay My Bills?

Paying bills can be a monthly headache, but with technology and other programs, making your monthly payments can be a simple process. You may spend each month going through your mail, writing checks and sending out payments through envelopes. What a time-consuming process that also adds an extra expense as you must buy stamps and […]