Blog

Important Update: IRS Tax Payment Processing Delays – What Our Clients Need to Know

Christine Gervais June 28, 2025

We believe in keeping our clients informed about developments that could affect their tax situations. Recent payment processing delays at the IRS may be causing confusion and concern for taxpayers…

Avoid Year-End Tax Surprises: 7 Essential Mid-Year Bookkeeping Tasks to Complete Now

Christine Gervais May 30, 2025

The halfway point of the year is the perfect time for a financial check-in, and one of the best ways to get ahead is by conducting a mid-year bookkeeping cleanup.…

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Mid-Year Financial Checkup: 3 Smart Bookkeeping Steps for Inventory-Based Businesses

Christine Gervais May 6, 2025

2025 is nearly halfway through, making now the perfect time to assess your business’s bookkeeping and financial health. With the second half of the year still ahead, it’s critical to…

3 Common DIY Bookkeeping Mistakes That Could Cost Your Business Big Time

Christine Gervais April 7, 2025

Many business owners attempt to manage their bookkeeping or opt for low-cost services like QuickBooks Live to save money. Especially when you’re just starting, we completely understand the value in…

How Tariffs Will Impact Your Inventory-Based Business

Christine Gervais April 5, 2025

Our team has spent the better part of the last decade helping inventory-heavy businesses navigate financial challenges. President Trump’s recent “Liberation Day” tariff announcements represent a significant shift in the…

Stick people on an HR compliance notebook with blue highlighters on either side.

April 2025 HR & Compliance Updates for New England Employers

Christine Gervais March 25, 2025

Applicable to: Vermont, Maine, Connecticut, and New York As Q2 of 2025 approaches, it’s critical for small to mid-sized businesses in New England to stay aligned with new labor law…

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Why Small Businesses Need HR Support: 3 Reasons to Invest Now

Christine Gervais March 10, 2025

“Why would I need HR support? I only have three employees!” This sentiment is common—and if you’re a business owner who feels this way, you’re not alone. Small business owners…

POS vs Proper Bookkeeping: Fix Your Inventory Strategy

Why Your POS System is Not an Inventory Management Strategy

Christine Gervais February 6, 2025

Why Your POS System is Not an Inventory Management Strategy—And What to Do Instead Did you know your point-of-sale (POS) system is not an inventory management strategy? Many business owners…

Year-End Bookkeeping: Why Industry Expertise Matters for Inventory-Heavy Businesses

Christine Gervais February 6, 2025

As year-end approaches, many business owners in inventory-intensive industries find themselves facing a common challenge: ensuring their bookkeeping is accurate and complete for tax preparation. While basic bookkeeping might seem…

5 Sample KPIs Every Business Should Know

Business Expense Tracker for Cannabis Businesses

Steps for Physical Inventory

Cash Log

Small Business Monthly Expenses Template